Journal article
Retirement Planning in Light of Life Expectancy and Gender Issues
Journal of financial service professionals, Vol.64(5)
01 Sep 2010
Abstract
The popular press, government publications, and researchers in various fields have long made the assertion that women are less well-off in retirement than are men. Many reasons are given for this inequity, including longer life expectancy for women. Beginning in 1986, with the adoption of unisex tables for determining distributions from qualified retirement plans, Congress has made several attempts to mitigate the disparity caused by differing life expectancies between men and women. This research investigates whether or not the difference in life expectancies between men and women causes a significant difference in the distributions from retirement plans, examines the policies implemented by Congress, and suggests financial planning considerations for men and women. Preliminary results suggest that, under certain circumstances, the difference in life expectancy does cause a significant difference in the distributions. [PUBLICATION ABSTRACT]
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Details
- Title
- Retirement Planning in Light of Life Expectancy and Gender Issues
- Creators
- Janet TrewinAnthony Curatola
- Publication Details
- Journal of financial service professionals, Vol.64(5)
- Publisher
- Society of Financial Service Professionals
- Resource Type
- Journal article
- Language
- English
- Academic Unit
- Accounting
- Identifiers
- 991020531874404721