Retirement Income Scenario Matrices

William F. Sharpe, Stanford University



This work is licensed under a
Creative Commons Attribution 4.0 License



Preface


1. Demographics


2. Scenario Matrices


3. Longevity


4. Personal States


5. Inflation


6. Inflation-protected Investments



7. The Market Portfolio


8. Valuation



9. Utility



10. Fixed Annuities



11. Analysis



12. Incomes and Fees



13. Values



14. Social Security



15. Lockboxes



16. Lockbox Annuities



    17. Constant Spending



    18. Proportional Spending



    19. Ratchets


    20. Lockbox Spending



21. Advice





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