Retirement Income Redesigned

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

Business & Finance, Finance & Investing, Investments & Securities
Cover of the book Retirement Income Redesigned by , Wiley
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Author: ISBN: 9780470885055
Publisher: Wiley Publication: May 25, 2010
Imprint: Bloomberg Press Language: English
Author:
ISBN: 9780470885055
Publisher: Wiley
Publication: May 25, 2010
Imprint: Bloomberg Press
Language: English

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.

View on Amazon View on AbeBooks View on Kobo View on B.Depository View on eBay View on Walmart

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:

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

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