Posts Tagged Barry Sacks

Advanced Strategies for Using Housing Wealth to Improve Financial Outcomes in Retirement

By Barry Sacks, PhD, JD In this article, we will cover some advanced strategies that use housing wealth to improve financial outcomes in retirement. So, what’s meant by improving financial outcomes in this context? A significant concern of retirees and their financial planners is the risk of these retirees outliving their financial resources, which is […]

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Posted in: PROVIDE Retirement Income

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Integrating Home Equity and Retirement Savings Through the “Rule of 30”

By Peter Neuwirth, FSA, FCA, and Barry Sacks, PhD, JD Up until 2012, many efforts had been focusing on ways either to boost the accumulation or to maximize the investment returns during the accumulation phase and even potentially after the drawdown period, but there has not been much attention spent on exactly how a retiree […]

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Posted in: PROVIDE Retirement Income, Retirement Investing and Investments

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