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Pensionize Your Nest Egg: How to Use Product Allocation to Create a Guaranteed Income for Life, 2nd Edition by Moshe A. Milevsky, Alexandra C. Macqueen

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Index

A

  • Accountants, hiring
  • Adverse selection
  • Age of purchases/withdrawals. See Timing issues
  • Annuities, overview
    • inflation protection and
    • value of
    • See also Annuities with guaranteed living benefits; Life annuities
  • Annuities with guaranteed living benefits
    • defined
    • evaluating
    • fixed indexed annuities with guaranteed living benefits (FIAs with GLBs)
    • guaranteed lifetime withdrawal benefit (GLWB)
    • guaranteed minimum income benefit (GLIB)
    • overview
    • product allocation for
    • segregated funds (“seg funds”)
    • variable annuities, defined
    • variable annuities with guaranteed living benefits (VAs with GLBs)
  • Arithmetic average
    • defined
    • longevity risk and
    • sequence of returns and
  • Arithmetic mean, defined
  • Assessment, of plan
  • Asset allocation
    • bond ladders for
    • calculating
    • diversification of
    • importance of
    • as insufficient
    • in systematic withdrawal plan (SWP)
  • Australia
    • annual inflation rate (1965-2014)
    • decline of “true pensions”
    • “focus areas,” defined
    • government-provided pensions
    • household spending by category
    • pensionization costs in
    • safety of pensions in
    • total public and mandatory private pension income in retirement
    • variable annuities with guaranteed living income benefits availability
  • Average, defined
  • Average tax rate, calculating

B

  • Balance sheet, personal
  • Bonds
    • annuities versus term deposits
    • asset allocation of
    • bond portfolio risks (See also Sequence of returns)
    • laddering
    • zero-coupon bonds
  • “Bucketing” strategy

C

  • Calculator tools. See Tools
  • Canada
    • annual inflation rate (1965-2014) ...

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