Results 101 to 110 of about 76,988 (229)
Did Retirees Save Enough to Compensate for the Increase in Individual Risk Exposure? [PDF]
The United States experienced an unprecedented financial crisis after 2007. This paper analyzes if retirees had enough wealth built up to weather the financial risks that materialized in the crisis.
Christian E. Weller
core
Dependence Modeling, 2016 Variable annuities contain complex guarantees, whose fair market value cannot be calculated in closed form. To value the guarantees, insurance companies rely heavily on Monte Carlo simulation, which is extremely computationally demanding for large ...
Gan Guojun, Valdez Emiliano A.
doaj +1 more source
Joint Life Annuities and Annuity Demand by Married Couples [PDF]
This paper explores the value of purchasing joint life annuities for married couples. It describes the existing market for joint life annuities, and summarizes the range of annuity products that are currently available to couples.
James M. Poterba, Jeffrey R. Brown
core
Redefining the role of the transfusion medicine physician in the era of advanced cellular therapies
Transfusion, EarlyView.
Eric A. Gehrie, Kevin J. Land
wiley +1 more source
The Trick is to Live: Is the Estate Tax Social Security for the Rich? [PDF]
Because estate tax liability usually depends on how long one lives, it implicitly provides annuity income. In the absence of annuity markets, lump-sum estate taxation may be used to achieve the first-best solution for individuals with a sufficiently ...
Wojciech Kopczuk
core
Valuation of a Mixture of GMIB and GMDB Variable Annuity
MathematicsThe Guaranteed Minimum Income Benefit (GMIB) and Guaranteed Minimum Death Benefit (GMDB) are options that may be included at the inception of a variable annuity (VA) contract.
Yichen Han +4 more
doaj +1 more source
A conceptual framework for retirement products : Risk sharing arrangements between providers and retirees [PDF]
Voluntary annuity markets are, in most countries, smaller than what the theoretical and part of the empirical literature would suggest. There are both demand and supply constraints that hamper the development of annuity markets.
Impavido, Gregorio +2 more
core
Taxing Retirement Income: Nonqualified Annuities and Distributions from Qualified Accounts [PDF]
This paper explores the current tax treatment of non-qualified immediate annuities and distributions from tax-qualified retirement plans in the United States. First, we describe how immediate annuities held outside retirement accounts are taxed.
James M. Poterba +3 more
core
Retirement and Survivor Annuities for Former Spouses of Federal Employees [PDF]
, 2008 [Excerpt] A former spouse of a federal employee may be entitled to a share of the employee’s retirement annuity under the Civil Service Retirement System (CSRS) or the Federal Employees’ Retirement System (FERS) if this has been authorized by a state ...
Purcell, Patrick
core +1 more source
International Studies of EconomicsHouseholds that postpone claiming Social Security benefits are, in effect, making additional purchases of the Social Security annuity and acquiring valuable longevity insurance.
Tiantian Dai, Wei Sun, Anthony Webb
doaj +1 more source