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

ISBN-10: 1576601897

ISBN-13: 9781576601891

Edition: 2006

Authors: Harold Evensky, Deena B. Katz, Walter Updegrave

List price: $73.95
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Description:

For years, financial planners have focused on helping their clients accumulate wealth for retirement. Now, as millions of those boomer clients head into retirement, there is little quality information on how to manage that wealth in retirement. Evensky and Katz, two of the nation's best-known financial planners, asked leading experts to give advisers a toolkit and roadmap to the new landscape. Included are valuable insights and practical approaches for increasing retirement cash flow, withdrawal strategies, longevity insurance, creating portfolios with low volatility, and decision making. Each of the 26 contributors offers fresh research and solutions for forecasting income needs, evaluating client needs, and communicating effectively with clients. Armed with these more effective approaches to distribution and improved methodologies for planning, financial advisers and wealth managers will be able to make their clients? golden years shine ever more brightly.
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Book details

List price: $73.95
Copyright year: 2006
Publisher: John Wiley & Sons, Incorporated
Publication date: 4/1/2006
Binding: Hardcover
Pages: 370
Size: 6.50" wide x 9.50" long x 1.00" tall
Weight: 0.814
Language: English

Deena B. Katz, CFP, is an internationally-recognized financial adviser, and Chairman of Evensky & Katz in Coral Gables, Florida. She also teaches at Texas Tech in Lubbock, Texas.

Foreword
Facing the New Realities
Boomers: A Force for Change
Maslow Meets Retirement
Decision Making at Retirement: High Stakes for the Long Haul
Reinventing Retirement
Assessing the Risks
Psychological Impediments to Retirement-Income Planning
Lifelong Retirement Income: How to Quantify and Eliminate Luck
Balancing Mortality and Modeling Risk
Monte Carlo Mania
Understanding Required Minimum Distributions
Shaping the Solutions
Risk Management During Retirement
Withdrawal Strategies: A Cash Flow Solution
Asset Allocation: The Long View
Sustainable Withdrawals
Tools and Pools: Strategies for Increasing Retirement Cash Flow
Creating Portfolios With Lower Volatility
Reverse Mortgages in Distribution Planning
Life Insurance Benefits-No Waiting
Longevity Risk Insurance
Immediate Annuities: Structure, Mechanics, and Value
The Search for Software
Index