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

Awards:   Commended for Axiom Business Book Awards (Retirement Planning) 2008
Author:   Harold Evensky ,  Deena B. Katz ,  Walter Updegrave
Publisher:   Bloomberg Press
ISBN:  

9781576601891


Pages:   400
Publication Date:   01 April 2006
Format:   Hardback
Availability:   Out of stock   Availability explained
The supplier is temporarily out of stock of this item. It will be ordered for you on backorder and shipped when it becomes available.

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


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Awards

  • Commended for Axiom Business Book Awards (Retirement Planning) 2008

Overview

Full Product Details

Author:   Harold Evensky ,  Deena B. Katz ,  Walter Updegrave
Publisher:   Bloomberg Press
Imprint:   Bloomberg Press
Dimensions:   Width: 16.50cm , Height: 2.80cm , Length: 24.40cm
Weight:   0.794kg
ISBN:  

9781576601891


ISBN 10:   1576601897
Pages:   400
Publication Date:   01 April 2006
Audience:   General/trade ,  General
Format:   Hardback
Publisher's Status:   Active
Availability:   Out of stock   Availability explained
The supplier is temporarily out of stock of this item. It will be ordered for you on backorder and shipped when it becomes available.

Table of Contents

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

Reviews

Expert advice for retirement planning is essential but too often flaky. Nothing in this book is flaky. The expert authors are sophisticated and knowledgeable. Their presentations are rock-solid, comprehensive, and clear. They cover every important aspect of the retirement problem. Any adviser or client who reads this book will be deeply grateful to Harold Evensky and Deena Katz for putting it together. ?Peter L. Bernstein; Author, Against the Gods: The Remarkable Story of Risk Once again, Harold and Deena have succeeded in putting together an A-team of financial experts. The end goal for this team is to help other financial professionals do the best possible job that they can as they guide their clients in their retirement years. This book is a must-have for anyone advising clients through retirement. ?J. Thomas Bradley, Jr., President, TD AMERITRADE Institutional Advisers have an unprecedented opportunity to work with a generation that has shaped history and will reshape the future of retirement planning. Retirement Income Redesigned provides advisers with a valuable tool for understanding and addressing the unique needs of retiring baby boomers. ?John Iachello Managing Director, Pershing Advisor Solutions, A service of Pershing LLC, a member of BNY Securities Group and a subsidiary of The Bank of New York Company, Inc. With 80 million baby boomers entering retirement over the coming decades, Retirement Income Redesigned is a must-read for financial advisers who are determined to grow their business and add value for clients. The book provides a valuable mix of conceptual planning principles, product guidance, and tangible planning 'how tos' to help advisers meet the needs of their in-and-near-retirement clients. It's a wonderful tool for gaining insights and ideas to maximize your firm's potential in attracting this valuable segment. ?Deborah McWhinney, President, Schwab Institutional


Author Information

Harold Evensky is chairman of Evensky & Katz, a financial-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.

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