Wade Pfau

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Wade Pfau
WadePfauVietnam.jpg
Nationality American
Occupation Academic
Title Professor of Retirement Income
Website Home page
Academic background
Alma mater Princeton University
Doctoral advisor Alan Blinder and Harvey Rosen
Academic work
Discipline Financial economics
Sub discipline Retirement issues
Institutions American College of Financial Services in Bryn Mawr, PA.
McLean Asset Management

Wade D. Pfau is a Professor of Retirement Income in the new PhD program for Financial and Retirement Planning at The American College in Bryn Mawr, PA. In 2013 Pfau joined McLean Asset Management as Director of Retirement Research.[1]

I am the Professor of Retirement Income at the American College of Financial Services in Bryn Mawr, PA. My Ph.D. is in Economics from Princeton University in 2003, under the guidance of Professors Alan Blinder and Harvey Rosen. As an undergraduate student at the University of Iowa, I studied economics, political science, and history. I completed internships at the U.S. Social Security Administration, the White House, and the U.S. Senate. My main research interests are related to developing methods to better analyze issues related to retirement planning.

— Wade Pfau

Pfau attended the 2013 Bogleheads® conference, held in Philadephia, Pa., where he recorded his impressions of the event in a series of contemporaneous tweets consolidated in his Bogleheads Conference 2013 blog posting.[2]

Papers

Pfau is the author/coauthor of numerous studies centering on retirement planning.

Year Study
2013 Reducing Retirement Risk with a Rising Equity Glide-Path[3]
2015 Making Sense Out of Variable Spending Strategies for Retirees[4]
2013 The 4 Percent Rule is Not Safe in a Low-Yield World[5]
2013 Lifetime Expected Income Breakeven Comparison between SPIAs and Managed Portfolio[6]
2013 The True Impact of Immediate Annuities on Retirement Sustainability: A Total Wealth Perspective[7]
2010 An International Perspective on Safe Withdrawal Rates from Retirement Savings: The Demise of the 4 Percent Rule?[8]
2012 An Efficient Frontier for Retirement Income[9]
2011 Capital Market Expectations, Asset Allocation, and Safe Withdrawal Rates[10]
2011 Spending Flexibility and Safe Withdrawal Rates[11]
2011 Safe Savings Rates: A New Approach to Retirement Planning Over the Lifecycle[12]
2010 Will 2000-Era Retirees Experience the Worst Retirement Outcomes in U.S. History? A Progress Report after 10 Years[13]
2009 The Portfolio Size Effect and Lifecycle Asset Allocation Funds: A Different Perspective[14]
2009 Lifecycle Funds and Wealth Accumulation for Retirement: Evidence for a More Conservative Asset Allocation as Retirement Approaches[15]

References

  1. "Director of Retirement Research". McLean Asset Management. https://www.mcleanam.com/team/wade-pfau/. Retrieved January 10, 2016.
  2. Pfau, Wade D.. "Bogleheads Conference 2013". Retirement Researcher. http://retirementresearcher.com/bogleheads-conference-2013/. Retrieved January 10, 2016.
  3. Pfau, Wade D., Kitces, Michael E. (2013). Reducing Retirement Risk with a Rising Equity Glide-Path. SSRN. http://ssrn.com/abstract=2324930.
  4. Pfau, Wade D. (2015). Making Sense Out of Variable Spending Strategies for Retiree. SSRN. http://ssrn.com/abstract=2579123.
  5. Finke, Michael S., Pfau, Wade D., Blanchett, David (2013). The 4 Percent Rule is Not Safe in a Low-Yield World. SSRN. http://ssrn.com/abstract=2201323.
  6. Frank, Larry R., Mitchell, John B., Pfau, Wade D. (2013). Lifetime Expected Income Breakeven Comparison between SPIAs and Managed Portfolio. SSRN. http://ssrn.com/abstract=2317857.
  7. Kitces, Michael E., Pfau, Wade D. (2013). The True Impact of Immediate Annuities on Retirement Sustainability: A Total Wealth Perspective. SSRN. http://ssrn.com/abstract=2296867.
  8. Pfau, Wade D. (2010). An International Perspective on Safe Withdrawal Rates from Retirement Savings: The Demise of the 4 Percent Rule?. Journal of Financial Planning, Forthcoming: SSRN. http://ssrn.com/abstract=1699526.
  9. Pfau, Wade D. (2012). [hhttp://ssrn.com/abstract=2151259 An Efficient Frontier for Retirement Income]. SSRN. hhttp://ssrn.com/abstract=2151259.
  10. Pfau, Wade D. (2011). Capital Market Expectations, Asset Allocation, and Safe Withdrawal Rates. SSRN. http://ssrn.com/abstract=2544656.
  11. Finke, Michael S.,Pfau, Wade D.,Williams, Duncan. Spending Flexibility and Safe Withdrawal Rates. SSRN. http://ssrn.com/abstract=1876224.
  12. Pfau, Wade D. (2011). Safe Savings Rates: A New Approach to Retirement Planning Over the Lifecycl. Journal of Financial Planning, Vol. 24, No. 5: SSRN. http://ssrn.com/abstract=1876224.
  13. Pfau, Wade D. (2010). Will 2000-Era Retirees Experience the Worst Retirement Outcomes in U.S. History? A Progress Report after 10 Years. SSRN. http://ssrn.com/abstract=1717283.
  14. Pfau, Wade D. (2009). The Portfolio Size Effect and Lifecycle Asset Allocation Funds: A Different Perspective. Journal of Portfolio Management, Forthcoming.: SSRN. http://ssrn.com/abstract=1699525.
  15. Pfau, Wade D. (2009). Lifecycle Funds and Wealth Accumulation for Retirement: Evidence for a More Conservative Asset Allocation as Retirement Approaches. Financial Services Review, Vol. 19, No. 1, Forthcoming: SSRN. http://ssrn.com/abstract=1488671.

Blog

Retirement Researcher BlogRSS Feed icon - 200px.png RSS feed

How Do Taxes Affect The 4% Rule? (28 July 2016)

Should You Lower Your Distributions If Your Portfolio Underperforms The Stock Market? (26 July 2016)

How Are People Who Retired In The Year 2000 Doing Today? (21 July 2016)

Retirement Income Planning Should Focus On Saving, Not Withdrawing (19 July 2016)

A Safer Approach To Retirement Income Planning (14 July 2016)


External links