Tools & Techniques of Retirement Income Planning (Tools & Techniques) |  | Authors: Aaron S. Coates, Michael E. Kitces, Robert S. Keebler, Stephan R. Leimberg, Jr. Baldwin, Benjamin G.
Publisher: National Underwriter Company
Category: Book
List Price: $98.99
Buy New: $57.67
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Rating:  1 reviews
Sales Rank: 1040312
Media: Paperback
Pages: 368
Shipping Weight (lbs): 1.2
Dimensions (in): 10.7 x 8.4 x 0.7
ISBN: 0872189228
Dewey Decimal Number: 332
EAN: 9780872189225
ASIN: 0872189228
Publication Date: November 30, 2007
Availability: Usually ships in 1-2 business days
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Product Description
Every financial planner should be prepared to address the emerging retirement income planning need to satisfy clients perceived and actual security based on psychological and behavioral finance issues unique to today s retirees. Specialized practitioners will understand defining/reducing risk, stochastic modeling and income planning research, as well as future trends facing Baby Boomer retirement. Complete with comprehensive strategy coverage. Discover how to develop custom models targeted at replacing the stability of a regular monthly paycheck while controlling withdrawals. Create a personal pension one sustaining longer life spans and late planning.
You ve helped clients accumulate wealth for retirement. Now what?
Income risk management withdrawals, allocation & modeling
Insured solutions annuities, life insurance & living benefits
Tax Considerations vehicles, planning, rollovers & distributions
Investment strategies bonds, reverse mortgages & combination investments
The Retirement Model is All-New. Empower yourself to excel at the financial services discipline dedicated to bridging the gap between wealth preservation and the strategies for extended income needs during retirement. Tools & Techniques of Retirement Income Planning is written by leading practitioners and packed with problems/solutions facing today s retirees and the pending Baby Boomers who will reportedly compose 20% of the total U.S. population by 2030.
Have you prepared your clients? Discover the ins-and-outs of fixed immediate annuities with locking up income and hedging your bets strategies. The immediate need for retirement income planning guidance and the readiness of advisors to meet that need is at hand. The authors discuss vast plan differences related to the health of your clients from flexible cash flow aimed at contingency planning versus guarantees. A realistic retirement income strategy should extend beyond life expectancy. Chances are... you will want this invaluable reference in your personal library. Life Insurance, PACE, and CFP® CE Filed.
Chapters to feature: the top 12
Future Trends in Income Planning
Psychological and Behavioral Finance Issues
Defining and Reducing Risk
Sustainable Withdrawals
Types of Income-Generating Annuities
Early Distribution Planning Techniques
Stochastic Modeling
Asset Allocation Issues
Role of Life Insurance
Rollover Planning Strategies
Reverse Mortgages
Required Minimum Distributions
Delivers value at any knowledge level introductory, overview & review!
Testimonials
In each of our books we had one major goal in mind: To create the single best source of up-to-date, pragmatic and transferable information on the topics you need to help others.
Stephan R. Leimberg, Lead Author of Tools & Techniques
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| Customer Reviews:
Excellent Overview of Retirement Planning July 21, 2010
Debra Gallant (Washington DC metro areas)
Excellent Overview of Retirement Income Planning from a holistic perspective. This well written, easy to follow book covered every topic that I needed to better understand retirement planning as I was studying for the Certified Financial Planning Board exam this past July. The book covered the tax, financial, and legals aspects of saving for retirement and then layered in great discussions of the emotional and psychological implications of retirement. The book was a wonderful blend of technical aspects of financial planning combined with George Kinder's (among others) contributions to life planning. I recommend this book both to people like me who are new to the field as well as to more seasoned planners who are looking for a refresher (and a reminder) of the myriad aspects of retirement that impact our clients.
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