Wade Pfau
Company: The American College and McLean Asset Management
Area of Expertise: Retirement income planning
Website: retirementresearcher.com
Twitter Feed: @WadePfau
Books: “Retirement Planning Guidebook: Navigating the Important Decisions for Retirement Success,” “Safety-First Retirement Planning: An Integrated Approach for a Worry-Free Retirement,” “How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies,” “Reverse Mortgages: How to use Reverse Mortgages to Secure Your Retirement”
Topics Presented in Speeches: Retirement income planning
Email: wadepfau@gmail.com
Biography:
Wade D. Pfau, Ph.D., CFA, RICP, is the program director of the Retirement Income Certified Professional designation and a professor of retirement income at The American College of Financial Services in King of Prussia, Pennsylvania, as well as a co-director of the college’s Center for Retirement Income. He is also a principal and director for McLean Asset Management and RISA LLC. He holds a doctorate in economics from Princeton University and has published more than 60 peer-reviewed research articles in a wide variety of academic and practitioner journals. He hosts the Retirement Researcher website, and is a contributor to Forbes, Advisor Perspectives, Journal of Financial Planning, and an Expert Panelist for the Wall Street Journal. Wade’s newest book is “Retirement Planning Guidebook: Navigating the Important Decisions for Retirement Success.” He is also the author of the books “Safety-First Retirement Planning: An Integrated Approach for a Worry-Free Retirement,” “How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies” and “Reverse Mortgages: How to Use Reverse Mortgages to Secure Your Retirement.”
Wade Pfau , Ph.D., CFA, RICP, is the program director of the Retirement Income Certified Professional designation and a professor of retirement income at The American College of Financial Services in King of Prussia, Pennsylvania. He is author of the book “Retirement Planning Guidebook” (Retirement Researcher Media, Second Edition, 2023).
Recent Articles
Four Tax Strategies for Retirees
AAII JOURNAL ● FEATURE,TAX STRATEGIES,RETIRED INVESTOR,PORTFOLIO STRATEGIES ● July 2023
Strategies for Determining How Much You Can Spend in Retirement
AAII JOURNAL ● PORTFOLIO STRATEGIES,ASSET ALLOCATION,RETIRED INVESTOR ● May 2022
A New Perspective on Withdrawal and Allocation Strategies for Retirees
AAII JOURNAL ● PORTFOLIO STRATEGIES,ASSET ALLOCATION,RETIRED INVESTOR ● March 2022
Using Reverse Mortgages to Mitigate Periods of Poor Returns
AAII JOURNAL ● PORTFOLIO STRATEGIES ● September 2017
Increasing Retirement Withdrawal Rates Through Asset Allocation
AAII JOURNAL ● PORTFOLIO STRATEGIES,RETIRED INVESTOR ● April 2015
Reduce Stock Exposure in Retirement, or Gradually Increase It?
AAII JOURNAL ● PORTFOLIO STRATEGIES,FEATURE,RETIRED INVESTOR ● April 2014