Retirement Income Redesigned: Master Plans for Distribution -- An Adviser's Guide for Funding Boomers' Best Years

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Harold Evensky, Deena B. Katz
John Wiley & Sons, 2010年5月25日 - 370 頁
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Clients nearing retirement have some significant challenges toface. And so do their advisers. They can expect to live far longerafter they retire. And the problems they expect their advisers tosolve are far more complex. The traditional sources of retirementincome may be shriveling, but boomers don't intend to downsizetheir plans. Instead, they're redefining what it means to beretired—as well as what they require of financial advisers.Planners who aren't prepared will be left behind. Those who arewill step up to some lucrative and challenging work.

To help get the work done, Harold Evensky and DeenaKatz—both veteran problem solvers—have tapped thetalents of a range of experts whose breakthrough thinking offerssolutions to even the thorniest issues in retirement-incomeplanning:

  • Sustainable withdrawals
  • Longevity risk
  • Eliminating luck as a factor in planning
  • Immediate annuities, reverse mortgages, and viatical and lifesettlements
  • Strategies for increasing retirement cash flow

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

 

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PART ONE FACING THE NEW REALITIES
1
PART TWO ASSESSING THE RISKS
65
PART THREE SHAPING THE SOLUTIONS
157
Continuing Education Exam
353
Index
361
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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...

關於作者 (2010)

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

Deena B. Katz is president. Their combined experiencetotals more than forty-eight years. Their innovation and skill haveearned them the loyalty of clients; their daring and dedicationhave 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 theauthor of Wealth Management: The Financial Advisor's Guide toInvesting and Managing Client Assets; Katz is the author ofDeena Katz on Practice Management and Deena Katz's Toolsand Templates for Your Practice. Both are featured speakers atnational and international legal, accounting, investment, andfinancial-planning conferences, and both are published widely andquoted extensively in financial journals and in newspapers.

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