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

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Retirement Income Redesigned Master Plans for Distribution -- An Adviser's Guide for Funding Boomers' Best Years by Evensky, Harold; Katz, Deena B.; Updegrave, Walter, 9781576601891
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  • ISBN: 9781576601891 | 1576601897
  • Cover: Hardcover
  • Copyright: 4/1/2006

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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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