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The capital accumulation ratio as an indicator of retirement adequacy

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https://hdl.handle.net/10355/62726
dc.contributor.authorYao, Ruieng
dc.contributor.authorHanna, Sherman D.eng
dc.contributor.authorMontalto, Catherine P.eng
dc.contributor.deptlabPersonal Financial Planningeng
dc.date.issued2003eng
dc.description.abstractThe relationship between meeting the Capital Accumulation Ratio Guideline and retirement adequacy was investigated. About 63% of the households had a consistent relationship between meeting the 25% ratio guideline and being adequately prepared for retirement, with 46% of households both meeting the 25% ratio guideline and being prepared for retirement and 17% not meeting the guideline and not being adequately prepared for retirement. However, 37% of households did not have a consistent relationship. Meeting the 25% ratio guideline does not appear to be an accurate indicator of retirement adequacy. The 25% guideline was a better indicator than the 50% guideline.eng
dc.description.bibrefIncludes bibliographical references.eng
dc.format.extent11 pageseng
dc.identifier.citationOriginal: Yao, R., Hanna, S. D., & Montalto, C. P. (2003). The capital accumulation ratio as an indicator of retirement adequacy. Journal of Financial Counseling and Planning, 14(2), 1-11., Available at SSRN: https://ssrn.com/abstract=2740159eng
dc.identifier.urihttps://hdl.handle.net/10355/62726
dc.languageEnglisheng
dc.rightsOpenAccess.eng
dc.rights.licenseThis work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivs 3.0 License.eng
dc.subjectRetirement adequacy ; Financial ratios ; Capital accumulation ratio ; Investments ; Survey of Consumer Financeseng
dc.titleThe capital accumulation ratio as an indicator of retirement adequacyeng
dc.typeArticleeng


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