Prior Research Review and Overview of Enhanced Retirement Strategies

  • Chia-Li ChienEmail author


Prior research examining demographic and socioeconomic cohorts within household assets are reviewed. The method used by the Trinity study to determine success rates is discussed. Also, prior research examining withdrawals, retirement length, and assets is reviewed. In addition, background information regarding qualifications for HECMs is discussed. The chapter then focuses on the gains and incentives for delaying Social Security claiming and then reviews sample calculations of the PIA.


Socioeconomic cohorts Demographics Success rates Rolling market periods HECM Tenure FRA PIA 


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Copyright information

© The Author(s) 2019

Authors and Affiliations

  1. 1.Financial Planning ProgramCalifornia Lutheran UniversityThousand OaksUSA

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