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Retirement Income Redesigned - Master Plans for Distribution -- An Adviser's Guide for Funding Boomers' Best Years

Bloomberg Financial - 52

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Wiley, May 2010

Synopsis

Clients nearing retirement have some significant challenges to face. And so do their advisers. They can expect to live far longer after they retire. And the problems they expect their advisers to solve are far more complex. The traditional sources of retirement income may be shriveling, but boomers don't intend to downsize their plans. Instead, they're redefining what it means to be retired—as well as what they require of financial advisers. Planners who aren't prepared will be left behind. Those who are will step up to some lucrative and challenging work.

To help get the work done, Harold Evensky and Deena Katz—both veteran problem solvers—have tapped the talents of a range of experts whose breakthrough thinking offers solutions to even the thorniest issues in retirement-income planning:

  • Sustainable withdrawals
  • Longevity risk
  • Eliminating luck as a factor in planning
  • Immediate annuities, reverse mortgages, and viatical and life settlements
  • Strategies for increasing retirement cash flow

In Retirement Income Redesigned, the most-respected names in the industry discuss these issues and a range of others.

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Preview added to your library

Retirement Income Redesigned - Master Plans for Distribution -- An Adviser's Guide for Funding Boomers' Best Years

Wiley, May 2010
  • 1
  • 2
  • 3
  • 4
  • 5
( 1 customer rating)
Bloomberg Financial 52
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eBook Information

Imprint: Bloomberg Press
ISBN: 9780470885055
Language:  English
Download options: Adobe DRM EPUB

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  • Foreword By: Walter Updegrave
  • Edited By: Deena B. Katz, Harold Evensky CFP

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