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    New Zealand Society of Actuaries (NZSA)
    New Zealand Society of Actuaries New Zealand Society of Actuaries (Inc)
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    • Decumulation Rules of Thumb: An Update – November 2020
    02/12/2020

    Decumulation Rules of Thumb: An Update – November 2020

    The Retirement Income Interest Group (RIIG) has updated its 2017 work on rules of thumb for decumulating retirement savings in a short paper.  This update investigates how the income profiles under the four rules of thumb previously tested now look based on lower investment return expectations and improved mortality.  It also suggests how retirees might adjust their plans accordingly.  Please see here to access this paper.

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      ▼
      • Become an Actuary in NZ
      • Why choose an actuarial career
      • Study to qualification
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      • How to join the NZSA
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