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Use Your Client’s Funded Ratio to Simplify and Improve Retirement Planning Decisions

Sam Pittman
The Journal of Retirement Fall 2015, 3 (2) 93-104; DOI: https://doi.org/10.3905/jor.2015.3.2.093
Sam Pittman
is Head of Asset Allocation, Private Client Services at Russell Investments in Seattle, WA.
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Article Information

vol. 3 no. 2 93-104
DOI 
https://doi.org/10.3905/jor.2015.3.2.093

Published By 
Pageant Media Ltd
Print ISSN 
2326-6899
Online ISSN 
2326-6902
History 
  • Published online October 31, 2015.

Copyright & Usage 
© 2015 Pageant Media Ltd

Author Information

  1. Sam Pittman
    1. is Head of Asset Allocation, Private Client Services at Russell Investments in Seattle, WA. (spittman{at}russell.com)
  1. To order reprints of this article, please contact Dewey Palmieri at dpalmieri{at}iijournals.com or 212-224-3675.
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The Journal of Retirement: 3 (2)
The Journal of Retirement
Vol. 3, Issue 2
Fall 2015
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Use Your Client’s Funded Ratio to Simplify and Improve Retirement Planning Decisions
Sam Pittman
The Journal of Retirement Oct 2015, 3 (2) 93-104; DOI: 10.3905/jor.2015.3.2.093

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Use Your Client’s Funded Ratio to Simplify and Improve Retirement Planning Decisions
Sam Pittman
The Journal of Retirement Oct 2015, 3 (2) 93-104; DOI: 10.3905/jor.2015.3.2.093
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  • Article
    • Abstract
    • FUNDED RATIOS FOR INDIVIDUALS
    • THE CONDITION FOR SUSTAINABLE RETIREMENT SPENDING
    • CONNECTING THE FUNDED RATIO TO THE PROBABILITY OF RETIREMENT PLAN SUCCESS
    • CHARTING A PATH TO SUSTAINABLE RETIREMENT SPENDING
    • CONCLUSION
    • APPENDIX A
    • APPENDIX B
    • APPENDIX C
    • ENDNOTES
    • REFERENCES
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