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Recalibrating Retirement Spending and Saving
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Recalibrating Retirement Spending and Saving

John Ameriks and Olivia S. Mitchell

Abstract

As Baby Boomers are now in their 60s, policymaker and media attention is becoming focused on how this generation will manage during its long period in retirement. This book acknowledges that many, though not all, in this age group have accumulated substantial assets, so they are now asking themselves what they will do with what they have. The book explores of how people entering retirement will deploy their accumulated assets in the near and long term to meet their myriad spending, investment, and other objectives. The book studies emerging issues regarding assets and expectations on the verge ... More

Keywords: Baby Boomers, policymakers, media, retirement, pension, assets, spending, investment, life expectancy, morbidity

Bibliographic Information

Print publication date: 2008 Print ISBN-13: 9780199549108
Published to Oxford Scholarship Online: January 2009 DOI:10.1093/acprof:oso/9780199549108.001.0001

Authors

Affiliations are at time of print publication.

John Ameriks, editor
Senior Investment Analyst, Investment Counselling and Research Group, Vanguard Group

Olivia S. Mitchell, editor
International Foundation of Employee Benefit Plans Professor of Insurance and Risk Management, the Executive Director of the Pension Research Council, and the Director of the Boettner Center on Pensions and Retirement Research at the Wharton School, University of Pennsylvania
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Contents

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Part I Financial and Nonfinancial Retirement Circumstances

Chapter 4 Net Worth and Housing Equity in Retirement

Todd Sinai and Nicholas Souleles

Part II Retirement Payouts: Balancing the Objectives

Part III Financial Products for Retirement Risk Management

Chapter 9 Efficient Retirement Financial Strategies

William F. Sharpe, Jason S. Scott, John G. Watson

Chapter 11 Annuity Valuation, Long‐Term Care, and Bequest Motives

John Ameriks, Andrew Caplin, Steven Laufer, and Stijn Van Nieuwerburgh

Chapter 13 Tax Issues and Life Care Annuities

David Brazell, Jason Brown, and Mark Warshawsky

End Matter