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Hardcover Financial Decisions for Retirement Book
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ISBN: 1932819894

ISBN13: 9781932819892

Financial Decisions for Retirement

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This publication focuses on financial decisions individuals 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 cover 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.

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Format: Hardcover

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Business Business & Investing Economics Social Science Social Sciences

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