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Bonus Annuities

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Preview of Clarifying SeLFIES: Addressing Retirement Income Challenges
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Clarifying SeLFIES: Addressing Retirement Income Challenges (Taking-a-closer-look-at-selfies.pdf)

101 KBEN 4 pages
Merton and Muralidhar respond to an editorial on lifetime income, elaborating on their SeLFIES proposal—pensions indexed to standard-of-living that provide lifelong retirement benefits. They highlight the shift towards individual responsibility for retirement due to limitations...
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Preview of Your Net Worth and Financial Records: Understanding Assets and Organizing Financial Data
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Your Net Worth and Financial Records: Understanding Assets and Organizing Financial Data (2019.07.08.MYM_2019_Lesson6.pdf)

3.77 MBEN 14 pages
This lesson teaches how to calculate and track net worth and organize financial records as part of a six-lesson series on money management. It covers various types of ownership and methods for storing important financial information. Participants will gain a comprehensive view...
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