The retirement income security outlook for older workers: Causes for concern and reasons for optimism

KE Cahill, JF Quinn - Current and emerging trends in aging and work, 2020 - Springer
… By 2034 the Trust Fund is expected to be exhausted, at which … Numerous options to avoid
such an outcome were proposed by … One reason is that 401(k) balances and IRAs distributions …

Pension Policies

JA Turner - International Handbook of Population Policies, 2022 - Springer
… between 2003 and 2009 when OASDI Footnote 1 full retirement … over time, this chapter argues
that equity as to reform options … , future benefit cuts resulting from swings in fund balances

Which Social Security Claiming Strategy Generates the Highest Legacy Value?

WD Pfau, JD Steve Parrish… - Journal of Financial …, 2023 - search.proquest.com
… that claiming earlier is their best option. This article focuses on … return for their clients over
the long run. Certainly, if realized … within an entire retirement balance sheet that includes not …

Saving for the future: Evaluating the sustainability and design of Pension Reserve Funds

P Castañeda, R Castro, E Fajnzylber, JP Medina… - Pacific-Basin Finance …, 2021 - Elsevier
… Reserve Funds (henceforth PRFs), are an interesting option, … of the fiscal balance, GDP
growth, short-term interest rate, … In the long term, we assume that this variable should be zero…

[HTML][HTML] Progress and challenges of nonfinancial defined contribution pension schemes: Volume 1. Addressing marginalization, polarization, and the labor market

R Holzmann, E Palmer, R Palacios, S Sacchi - 2019 - books.google.com
… by the need to limit expenditure growth in the short term. … accounts. And in both, the
benefit received is based on the individual’s account balance and life expectancy at the time of …

[图书][B] Deficits, debt, and American politics: paper shackles

MA Eisner - 2023 - taylorfrancis.com
… Notice of proposed rulemaking OASDI … He concluded that the best option would be to eliminate
the debt, devote … , and then use a tax cut to bring revenues and expenditures into balance

The Effect of Social Security Coverage on US State and Local Government Public Pension Plan Funding

BJ Perlman, B Ponomariov… - … & Benefits Review, 2022 - journals.sagepub.com
… and Disability Insurance (OASDI) trust fund reserves will be depleted by … 1956: Congress
creates a divided option. If all new … support higher fund balances. However, the higher inflows to …

[PDF][PDF] Five Democratic Approaches to Social Security Reform

KE Smith, RW Johnson, MM Favreault - 2020 - urban.org
… project that the combined OASDI trust fund reserves will be … We compute the long-term
actuarial balance as the present … Aggregating the work, savings, and consumption choices of all …

How Much Taxes Will Retirees Owe on Their Retirement Income?

A Chen, AH Munnell - Center for Retirement Research at Boston …, 2020 - papers.ssrn.com
… calculated so as to spread balances over the participants’ remaining lives. The penalty …
, short-term capital gains are taxed as ordinary income at rates up to 37 percent, while long-term

The Basic Concepts

S Nisticò, S Nisticò - Essentials of Pension Economics, 2019 - Springer
… old age, disability and survivor (OASDI). It is worth mentioning, … At retirement, the balance of
the account is converted into a … from funding to pay-as-you-go financing is always an option, …