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1. Question1 point(s)
David Blanchet, PhD., CFA, CFP®, and co-author Paul Kaplan, Ph.D., CFA evaluated the impact of making better decisions about income planning and how it could improve a client’s retirement income in the paper “Alpha, Beta and Now… Gamma.” The following are correct changes in expected income by taking each approach, except
2. Question1 point(s)
Which of the following is not one of the three main retirement income approaches to use in today’s retirement environment according to Hopkins:
3. Question1 point(s)
Assets to use for creating liquidity include the following except:
4. Question1 point(s)
The bucketing or time segmentation approach means taking assets and dividing them into different buckets for different time horizons. Which of the following is not true about the bucketing approach?
5. Question1 point(s)
The following describes the key objective of each retirement income approach, except: