Financial Decisions for Retirement, Fourth Edition
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Book Overview
This publication focuses on financial decisions indivduals face as they approach, reach, and pass retirement age and on the tools and techniques financial advisers may employ to assist their clients with these decisions. Topics covered include the minimum distribution rules, Social Security, sources of retirement income (qualified and nonqualified plans, IRAs, SEPs, and SIMPLE(s), investing, planning for pension distributions, and decisions on rolling over lump-sum pension distributions to IRAs. Provides extensive perspectives on dealing with the aging and retired clients and their families.
Format:Hardcover
Language:English
ISBN:1582930554
ISBN13:9781582930558
Release Date:January 2012
Publisher:The American College
Weight:1.58 lbs.
Age Range:18 years and up
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