Essentials of Retirement Planning ( Second Edition )

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Essentials of Retirement Planning ( Second Edition )

A Holistic Review of Personal Retirement Planning Issues and Employer-Sponsored Plans, Second Edition


This eBook includes

Formats : PDF (Read Only)

Pages : 406

ISBN : 9781631572401

Language : English

About the Book

Book description

This book provides the quintessential information needed to   understand the financial side of the retirement planning coin. The reader will begin by learning about the various plan types   employers may offer their employees. Topics related to   compliance testing will be thoroughly discussed as well as   strategies used to legally shift benefits in favor of highly  compensated employees (HCEs). However, some employers do not sponsor a plan. In this  instance, retirement savers will need to understand the  options available within the world of individual retirement accounts (IRAs). This book is intended to serve as a guide to how  different retirement savings vehicles function and how they can be  effectively  deployed. Many financial professionals find that their clients ask  questions about all aspects of their financial life. For this reason,
this book also discusses non-investment-related topics such as housing options, Social Security planning, Medicare planning, and a few other basic insurance-based issues faced by all retirees.

Essentials of Retirement Planning ( Second Edition )

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Business Expert Press

Since 2008, Business Expert Press has been providing business students and professionals with precise, business information written by experts in their fields. Available in both print and eBook formats, our books can be obtained by consumers through a variety of sources including direct purchase on our website and major online bookstores. Business librarians can purchase our entire Digital Library, published and updated annually, in total, or in various configurations such as topical e-collections or custom bundles, through perpetual access or subscription.


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