Link to attached free e-book is an excellent reference. Even though title has a subheading referring to pension annuities and life insurance, and author targets content to actuaries it touches on everything of importance to retirement planning. At least all of the most significant variables that one has to consider in planning and analyzing scenarios. All sections of the book that are more insurance oriented can safely be skipped. The computational grounding offered alone is invaluable and transferable to any type of financial planning.
The introduction says in part:
“This book introduces and develops—from a unique financial perspective—the basic actuarial models that underlie the pricing of life-contingent pension annuities and life insurance. The ideas and techniques are then applied to the real-world problem of generating sustainable retirement income toward the end of the human life cycle. The roles of lifetime income, longevity insurance,
and systematic withdrawal plans are investigated within a parsimonious framework. The underlying technology and terminology of the book are based on continuous-time financial economics, merging analytic laws of mortality with the dynamics of equity markets and interest rates. Nonetheless, the text requires only a minimal background in mathematics, and it emphasizes examples and applications rather than theorems and proofs.”
Reference book of 335 pages
Milevsky_CalculusOfRetirementIncome_