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Keywords: Retirement planning
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Journal Articles
Journal:
Managerial Finance
Managerial Finance 1–18.
Published: 21 July 2026
...Nor Mariyah Abdul Ghafar; Noriszura Ismail; Razik Ridzuan Mohd Tajuddin Purpose This study examines the intellectual evolution, global patterns and thematic structure of retirement planning research from 1955 to 2025 using bibliometric analysis. Design/methodology/approach A total of 1,569...
Journal Articles
Journal:
Managerial Finance
Managerial Finance (2025) 51 (8): 1334–1351.
Published: 06 March 2025
...Hongbok Lee; Gisung Moon; Doug Waggle; Zhiqiang Yan Purpose This paper adds to finance pedagogy related to the wealth accumulation stage of retirement planning using techniques that rely heavily on understanding the time value of money (TVM) concepts. Design/methodology/approach We provide...
Journal Articles
Journal:
Managerial Finance
Managerial Finance (2023) 49 (2): 398–419.
Published: 16 September 2022
... literature has established the rational for annuity ownership during retirement, it has been shown that annuitization is under-utilized as a retirement planning tool. For instance, a report from the US National Financial Capability Study (2019) shows that only one-third of investors own annuities in non...
