Lifetime Income Series: Professor Wade Pfau on Social Security Strategies and Retirement Planning

This week Jim welcomes back Wade Pfau PhD, CFA, Professor of Retirement Income at The American College. Wade covers a variety of retirement issues, from the changes to Social Security passed into law last year, to the case for delaying Social Security as a form of longevity protection. He also discusses some of the tax implications for delaying Social Security, combined with Roth IRA conversions. Wade also addresses many of the variables that go into a retirement plan, including the daunting question of how much can you sustainably spend in retirement.

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