Thinking About Using Assets During Retirement

By Anna Rappaport

Essay Overview

In the first half of 2020, the COVID-19 pandemic changed the week-by-week lives of the vast majority of Americans. In June 2020, several months after the pandemic started, the question is whether it will also change our longer-term thinking about retirement and how to use our assets in retirement. This essay updates a “Perspectives from Anna” column I wrote in 2019 bringing together SOA research and how it influences the use of assets during retirement.

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About the Author

Anna M. Rappaport, FSA, MAAA, is president of Anna Rappaport Consulting.

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