Announcement: SOA releases October 2024 Exam PA passing candidate numbers. 

Retirement Needs Framework

  • Download single PDF of all papers
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  • Retirement Needs Framework: Overview Chapter
  • By Anna M. Rappaport
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  • How Do You Choose a Retirement Age?
  • By Linda Smith Brothers
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  • Retirement: A Multiphased Transition
  • By Robert L. Brown
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  • Wake Up, Sleeping Beauty... and You Too, Prince Charming: Issues for Baby Boom Retirement
  • By Nancy Dailey and Kelly O'Brien
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  • Mandatory Annuity Design: A Preliminary Study
  • By Suzanne Doyle and John Piggott
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  • Protecting Spousal Rights in Private Pensions
  • By Jonathan Barry Forman
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  • Distributional Changes in Income and Wealth upon Widowhood: Implications for PrivateInsurance and Public Policy
  • By Karen C. Holden and Cathleen Zick
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  • Analysis of Financial Needs in Retirement: A Multistate Approach
  • By Bruce L. Jones
  • Complete Paper (Unavailable)
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  • Is Your Standard of Living Sustainable during Retirement? Ruin Probabilities, Asian Options, and Life Annuities
  • By Moshe Arye Milevsky and Chris Robinson
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  • A Simple Model of Investment Risk for an Individual Investor after Retirement
  • By Raymond J. Murphy
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  • Responding to the Challenges of Living Longer: Recommended Changes in U.S. Pension Legislation and Retirement Plan Design
  • By Beverly J. Orth
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  • Planning for Retirement: What We Consider–What We Ignore
  • By Bruce E. Palmer
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  • Retirement Needs: The Perspective of the Individual
  • By Anna M. Rappaport
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  • Advantages of Annuitization versus Systematic Withdrawal
  • By Larry H. Rubin
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  • Retirement and Health: Estimates and Projections of Acute and Long–Term Care Needs and Expenditures of the U.S. Elderly Population
  • By Eric Stallard
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  • Discussions
  • By Patricia Scahill, Ron Solomon, Henry Winslow