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

Overview

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

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Overview

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.

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What People Are Saying

From the Publisher
"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

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Product Details

  • ISBN-13: 9780470885055
  • Publisher: Wiley
  • Publication date: 5/25/2010
  • Series: Bloomberg Financial , #52
  • Sold by: Barnes & Noble
  • Format: eBook
  • Edition number: 1
  • Pages: 370
  • Sales rank: 1,346,815
  • File size: 4 MB

Meet the Author

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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Table of Contents

Foreword (Walter Updegrave).

Part One. Facing the New Realities.

1. Boomers: A Force for Change (Deena B. Katz).

2. Maslow Meets Retirement (Mitch Anthony and Lewis J. Walker).

3. Decision Making at Retirement: High Stakes for the Long Haul (Donald G. MacGregor).

4. Reinventing Retirement (Mitch Anthony).

Part Two. Assessing the Risks.

5. Psychological Impediments to Retirement-Income Planning (Mathew Greenwald).

6. Lifelong Retirement Income: How to Quantify and Eliminate Luck (Jim C. Otar).

7. Balancing Mortality and Modeling Risk (Cynthia Saltzman).

8. Monte Carlo Mania (Robert D. Curtis).

9. Understanding Required Minimum Distributions (April K. Caudill).

Part Three.
Shaping the Solutions.

10. Risk Management During Retirement (Moshe A. Milevsky With Anna Abaimova).

11. Withdrawal Strategies: A Cash Flow Solution (Harold Evensky).

12. Asset Allocation: The Long View (Laurence Booth).

13. Sustainable Withdrawals (William P. Bengen).

14. Tools and Pools: Strategies for Increasing Retirement Cash Flow (Robert P. Kreitler).

15. Creating Portfolios With Lower Volatility (Louis P. Stanasolovich).

16. Reverse Mortgages in Distribution Planning (Roxanne Alexander and Michael J. Anderson).

17. Life Insurance Benefits—No Waiting (Douglas Head).

18. Longevity Risk Insurance (Roger G. Ibbotson, Michael C. Henkel, and Peng Chen).

19. Immediate Annuities: Structure, Mechanics, and Value (R. H. "Rick" Carey and Jeffrey K. Dellinger).

20. The Search for Software  (Joel P. Bruckenstein).

Index.

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