A Pension Promise to Oneself

  1. Poor
  2. Satisfactory
  3. Good
  4. Very Good
  5. Excellent

Average: 3 (60 ratings)

Financial Analysts Journal
November/December 2013 | Vol. 69 | No. 6 | 20 pages
Source: CFA Institute
Stephen C. Sexauer Laurence B. Siegel

US$0.00 Member | US$0.00 Candidate | US$0.00 Nonmember



Saving for retirement is not hopeless. Well-run DB pension plans provided retirement income for generations. When plans failed, it is because they broke the rules. The same applies to individuals. By understanding a set of rules on how much to save and how to invest and then sticking to those rules—that is, by making a pension promise to oneself—retirement income goals can be met. Fulfilling this promise requires more saving than most people are accustomed to.


View more information

Credits · About the CE Program
0.5 CE (including 0 SER) Manage CE Credits

People who viewed this page also viewed:

My Top 10 Peeves
CFA Institute: Financial Analysts Journal
Past, Present, and Future Financial Thinking
CFA Institute: Financial Analysts Journal
Online Course
Updating Portfolio Management Skills
CFA Institute

Loading ...