Retirement Income Redesigned: Master Plans for Distribution -- An Adviser's Guide for Funding Boomers' Best YearsHarold Evensky, Deena B. Katz John Wiley & Sons, 2010年5月25日 - 400 頁 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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第 xii 頁 - I am a fellow of the Society of Actuaries and a member of the American Academy of Actuaries. The...