Helping At-Risk Middle Americans Optimize Their Retirement Decisions
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In December 2007, NEFE hosted a Think Tank on Retirement Income Decumulation: Critical Choices and Critical Decisions. The interactive event brought together 20 leading national authorities from various fields representing associations, financial planning professionals, academic institutions, think tanks, financial services industries, regulatory associations, and the federal government to explore issues surrounding how middle- and moderate-income income Americans manage and spend down assets during their retirement years.
The think tank resulted in a set of consumer messages, www.decumulation.org —a Web site that helps retirees become better informed about their retirement decision-making—and a white paper.