Retirement Planning Latest Archive

Craig Israelsen Answers Member Questions From Webinar Rebroadcast on 10/7
October 11 2020 by AAII Staff
The rebroadcast of “Retirement Portfolio Analysis: A Multi-Decade Review” elicited member interest and questions, which are answered here.

The Impact of Aging on Cognitive Function
July 16 2019 by AAII Staff
A roundup of AAII articles on how aging can impact investing abilities.

Limiting Required Minimum Distribution Costs
June 28 2019 by AAII Staff
The IRS does not specify how you should free up the cash to take required withdrawals in retirement, only that you take the money out. This lack of specificity provides you with some flexibility to limit transaction costs. 

9 Guidelines for Retirement Success
May 17 2019 by AAII Staff
To help ease your transition into retirement, these straightforward guidelines can reduce your financial stress and give you the upper hand as you move into retirement.

Determining Your Allocation at Retirement
March 05 2018 by Wayne A. Thorp


Living off Retirement Savings in a World of Uncertain Return Patterns
January 22 2018 by AAII Staff
A “conservative” approach doesn’t necessarily need to translate into more conservative investments in your portfolio during your retirement years.