Retirement income redesigned master plans for distribution : an adviser's guide for funding boomers' best years

"A how-to for financial advisers, offering practical suggestions and insights from a range of financial professionals on key issues relating to retirement income distribution planning."--Provided by publisher.

Detalles Bibliográficos
Otros Autores: Evensky, Harold (-), Katz, Deena B., 1950-
Formato: Libro electrónico
Idioma:Inglés
Publicado: New York : Bloomberg Press 2006.
Edición:1st ed
Colección:Bloomberg Financial
Materias:
Ver en Biblioteca Universitat Ramon Llull:https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009627592706719
Tabla de Contenidos:
  • Retirement Income Redesigned; CONTENTS; Acknowledgments; About the Contributors; Foreword by Walter Updegrave; PART ONE: FACING THE NEW REALITIES; 1 Boomers: A Force for Change; 2 Maslow Meets Retirement; 3 Decision Making at Retirement: High Stakes for the Long Haul; 4 Reinventing Retirement; PART TWO: ASSESSING THE RISKS; 5 Psychological Impediments to Retirement-Income Planning; 6 Lifelong Retirement Income: How to Quantify and Eliminate Luck; 7 Balancing Mortality and Modeling Risk; 8 Monte Carlo Mania; 9 Understanding Required Minimum Distributions; PART THREE: SHAPING THE SOLUTIONS
  • 10 Risk Management During Retirement11 Withdrawal Strategies: A Cash Flow Solution; 12 Asset Allocation: The Long View; 13 Sustainable Withdrawals; 14 Tools and Pools: Strategies for Increasing Retirement Cash Flow; 15 Creating Portfolios With Lower Volatility; 16 Reverse Mortgages in Distribution Planning; 17 Life Insurance Benefits-No Waiting; 18 Longevity Risk Insurance; 19 Immediate Annuities: Structure, Mechanics, and Value; 20 The Search for Software; Continuing Education Exam; Index