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Explore a variety of topics including Social Security, reverse mortgages, tax strategies, and annuities.
Featured Topics:
Annuities
Best Practices
Long-Term Care
Retirement Income Strategies
Research
Reverse Mortgages
Social Security
Tax Strategies
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Social Security Claiming Strategies
Software and Tools
Sustainable Withdrawal Rates
Systematic Withdrawal Strategies
Tax Treatment of Distributions
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All Participants
Adam Walk
Alan Peters
Allen McLellan
Amy Florian
Anna Rappaport
April Caudill
Arthur Tacchino
Barbara Stucki
Ben Baldwin
Brent Burns
Bruce Schobel
Bruce Steiner
Bud Schiff
Carolyn McClanahan
Chris Morton
Colin Slabach
Colleen Jaconetti
Craig Lemoine
Curtis Cloke
Dan Hultquist
David Blanchett
David Freitag
David Littell
David Nanigian
Debra Newman
Denny Axman
Don Graves
Donald Graves
Edward Graves
Ellen Rogin
Ernie Guerriero
Garth Bernard
Harry Moody
Jack VanDerhei
James Ivers III
Jamie Hopkins
Jamie Mendelsohn
Jason L. Smith
Jason Mendelsohn
Jason Sanger
Jeff Harris
Jeff Levine
Jerry Borrowman
Jim Christian
Joe Jordan
John Ameriks
John Cermak
John Migliaccio
Jon Mendelsohn
Jonathan Guyton
Josh Weiner
Julie Ragatz
Katy Votava
Kenn Tacchino
Kerry Pechter
Kishon Pinckney
Lawrence B. Raymond
Lynn Nolan
Manish Malhotra
Marguerita Cheng
Mark Warshawsky
Mary Beth Franklin
Mathew Greenwald
Michael Drew
Michael Finke
Michael Kitces
Mike McGlothlin
Moshe Milevsky
Paul Henry
Peter Stahl
Philip Lubinski
Philip Pirio
Rebekah Barsch
Robert Klein
Roger Ibbotson
Ronald Duska
Ross Goldstein
Sandra Timmermann
Shane McCann
Shelley Giordano
Sherman Hanna
Sheryl O’Connor
Somnath Basu
Sophia Duffy
Stephen Huxley
Stephen Parrish
Stephen Rosen
Stephen Tarr
Steve Parrish
Steven Sass
Ted Kurlowicz
Tom Hegna
Wade Pfau
Walt Woerheide
William Borton
William Meyer
William Reichenstein
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November 28, 2012
06:40
Understanding Equity Liquidity Changes
Participants:
David Littell
,
David Nanigian
,
Roger Ibbotson
November 28, 2012
32:11
Liquidity's Impact on Long-Term Return on Stocks
Participants:
David Nanigian
,
Roger Ibbotson
November 28, 2012
15:39
Capitalizing on the Liquidity Premium
Participants:
David Nanigian
,
Roger Ibbotson
November 28, 2012
12:37
Understanding Asset Allocation and Performance
Participants:
David Nanigian
,
Roger Ibbotson
November 28, 2012
36:40
Asset Dedication: Understand the Growth Portfolio Component
Participants:
David Littell
,
David Nanigian
,
Stephen Huxley
,
Brent Burns
November 28, 2012
29:31
Asset Dedication: Implementation of the Income Portfolio Component
Participants:
David Littell
,
David Nanigian
,
Stephen Huxley
,
Brent Burns
November 28, 2012
32:59
Asset Dedication as a Portfolio Management Strategy
Participants:
David Littell
,
David Nanigian
,
Stephen Huxley
,
Brent Burns
November 28, 2012
Playlist: Asset Dedication
Participants:
David Littell
,
David Nanigian
,
Stephen Huxley
,
Brent Burns
November 28, 2012
Playlist: Capitalizing on the Liquidity Premium
Participants:
David Littell
,
David Nanigian
,
Roger Ibbotson
September 13, 2012
26:44
How Can Tying Together the Pre- and Post-Retirement Period Improve Ret...
Participants:
David Littell
,
David Nanigian
,
Wade Pfau
September 13, 2012
17:09
What is the Safe Withdrawal Rate Based on Current Market Conditions?
Participants:
David Littell
,
David Nanigian
,
Wade Pfau
August 29, 2012
20:05
What is Tactical Asset Allocation and Why is it Popular?
Participants:
David Littell
,
David Nanigian
,
Michael Kitces
October 28, 2011
06:09
How Do Taxes Affect Asset Allocation?
Participants:
David Littell
,
David Nanigian
,
William Reichenstein
October 18, 2011
04:00
Risk Tolerance
Participants:
David Nanigian
,
Sherman Hanna
October 18, 2011
07:33
Social Security and Saving
Participants:
David Nanigian
,
Sherman Hanna
October 18, 2011
07:39
Retirement Age and Saving
Participants:
David Nanigian
,
Sherman Hanna
October 18, 2011
15:51
Rule of Thumb Savings Rates
Participants:
David Nanigian
,
Sherman Hanna
August 22, 2011
07:46
Is it Better to Defer Social Security and Withdraw Other Financial Ass...
Participants:
David Littell
,
David Nanigian
,
William Reichenstein
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