Faculty Publications

Thinking like a retiree is quite different than thinking like an investor

Wade Pfau, The American College

Abstract

In mid-September, retirement income luminaries gathered in Indianapolis to celebrate the 10th anniversary of the Retirement Income Industry Association. RIIA's birth in Boston in 2005 represents the time that disparate thoughts began to coalesce about how retirement income planning differs from traditional accumulation-focused retirement planning. After having reached the mountain summit, how do clients make it back down?