Retirement Income Redesigned / Bloomberg Professional (PDF)
Master Plans for Distribution -- An Adviser's Guide for Funding Boomers' Best Years
(Sprache: Englisch)
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...
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...
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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.
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.
Autoren-Porträt
Harold Evensky is chairman of Evensky & Katz, afinancial-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.
Bibliographische Angaben
- 2010, 1. Auflage, 400 Seiten, Englisch
- Herausgegeben: Harold Evensky, Deena B. Katz
- Verlag: John Wiley & Sons
- ISBN-10: 0470883022
- ISBN-13: 9780470883020
- Erscheinungsdatum: 01.06.2010
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