Welcome to the 2018 AFS Annual Meeting, being held this year, in conjunction with FPA in Chicago!
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Wednesday, October 3 • 10:45am - 11:45am
G2b - Practical Strategies to Enhance Retirement Success Rates in the United States (Base Model)

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This study examines the effect of various retirement strategies on the success rates for the U.S. retiree population, assuming potential survival to age 119. The essential study method simulates (a) retirement withdrawal with or without retirement strategies from various households’ assets, and (b) by age 119 if there are any assets remaining. The U.S. Census Bureau’s 2008 Survey of Income and Program Participation Waves 8, 9, 10 and 11, or calendar year 2011, represent the U.S. population. The study compares the success rates by demographic characteristics and socioeconomic cohort groups.

Author(s): Chia-Li Chien

avatar for Chia-Li Chien, CFP®, PhD candidate

Chia-Li Chien, CFP®, PhD candidate

Assistant Professor and Director of Financial Planning Program, California Lutheran University and Value Growth Institute
Chia-Li Chien, PhD candidate, CFP®, PMP®; Chia-Li “like JOLLY,” Succession Strategist of Value Growth Institute, dedicated to helping private business owners increase their company equity value. She is the award-winning author of the books Show Me The Money and Work toward Reward... Read More →

Wednesday October 3, 2018 10:45am - 11:45am CDT
Michigan 1B

Attendees (1)