Retirement Income Redesigned: Master Plans for Distribution -- An Adviser's Guide for Funding Boomers' Best Years (Bloomberg Financial) - Hardcover

 
9781576601891: Retirement Income Redesigned: Master Plans for Distribution -- An Adviser's Guide for Funding Boomers' Best Years (Bloomberg Financial)
Hardcover
ISBN 10: 1576601897 ISBN 13: 9781576601891
Verlag: Bloomberg Press, 2006

Inhaltsangabe

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.

Die Inhaltsangabe kann sich auf eine andere Ausgabe dieses Titels beziehen.

Über die Autorin bzw. den Autor

Harold Evensky is chairman of Evensky & Katz, a financial-advisory firm in Coral Gables, Florida.

Deena B. Katz is president. Their combined experience totals more than forty-eight years. Their innovation and skill have earned them the loyalty of clients; their daring and dedication have won them the respect of their peers.
Evensky and Katz are the editors of The Investment Think Tank: Theory, Strategy, and Practice for Advisers Evensky is the author of Wealth Management: The Financial Advisor's Guide to Investing and Managing Client Assets; Katz is the author of Deena Katz on Practice Management and Deena Katz's Tools and Templates for Your Practice. Both are featured speakers at national and international legal, accounting, investment, and financial-planning conferences, and both are published widely and quoted extensively in financial journals and in newspapers.

„Über diesen Titel“ kann sich auf eine andere Ausgabe dieses Titels beziehen.

Verlag
Bloomberg Press
Erscheinungsdatum
2006
Sprache
Englisch
ISBN 10 
1576601897
ISBN 13 
9781576601891
Einband
Gebundene Ausgabe
Auflage
1
Anzahl der Seiten
400
Herausgeber
Evensky Harold, Katz Deena B.
Kontakt zum Hersteller
Wiley-VCH GmbH
product_safety@wiley.com

Boschstrasse 12
Weinheim
69469
Deutschland