Retirement Income Redesigned – Master Plans for Distribution – An Adviser′s Guide for Funding Boomers′ Best Years
Master Plans for Distribution –– An Adviser′s Guide for Funding Boomers′ Best Years
Gebonden Engels 2006 9781576601891Samenvatting
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.
Specificaties
Lezersrecensies
Inhoudsopgave
<p>About the Contributors xi</p>
<p>Foreword by Walter Updegrave xxiii</p>
<p>PART ONE: FACING THE NEW REALITIES 1</p>
<p>1 Boomers: A Force for Change 5<br /> Deena B. Katz</p>
<p>2 Maslow Meets Retirement 17<br /> Mitch Anthony and Lewis J . Walker</p>
<p>3 Decision Making at Retirement: High Stakes for the Long Haul 33<br /> Donald G. MacGregor</p>
<p>4 Reinventing Retirement 49<br /> Mitch Anthony</p>
<p>PART TWO: ASSESSING THE RISKS 65</p>
<p>5 Psychological Impediments to Retirement–Income Planning 69<br /> Mathew Greenwald</p>
<p>6 Lifelong Retirement Income: How to Quantify and Eliminate Luck 77<br /> Jim C. Otar</p>
<p>7 Balancing Mortality and Modeling Risk 97<br /> Cynthia Saltzman</p>
<p>8 Monte Carlo Mania 117<br /> Robert D. Curtis</p>
<p>9 Understanding Required Minimum Distributions 141<br /> April K. Caudill</p>
<p>PART THREE: SHAPING THE SOLUTIONS 157</p>
<p>10 Risk Management During Retirement 163<br /> Moshe A. Milevsky With Anna Abaimova</p>
<p>11 Withdrawal Strategies: A Cash Flow Solution 185<br /> Harold Evensky</p>
<p>12 Asset Allocation: The Long View 203<br /> Laurence Booth</p>
<p>13 Sustainable Withdrawals 217<br /> William P. Bengen</p>
<p>14 Tools and Pools: Strategies for Increasing Retirement Cash Flow 237<br /> Robert P. Kreitler</p>
<p>15 Creating Portfolios With Lower Volatility 255<br /> Louis P. Stanasolovich</p>
<p>16 Reverse Mortgages in Distribution Planning 281<br /> Roxanne Alexander and Michael J. Anderson</p>
<p>17 Life Insurance Benefits No Waiting 305<br /> Douglas Head</p>
<p>18 Longevity Risk Insurance 311<br /> Roger G. Ibbotson, Michael C. Henkel, and Peng Chen</p>
<p>19 Immediate Annuities: Structure, Mechanics, and Value 323<br /> R. H. "Rick" Carey and Jeffrey K. Dellinger</p>
<p>20 The Search for Software 343<br /> Joel P. Bruckenstein</p>
<p>Continuing Education Exam 353</p>
<p>Index 361</p>
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