Essentials of Retirement Planning ( Third Edition )

person icon Business Expert Press

Essentials of Retirement Planning ( Third Edition )

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


This eBook includes

Formats : PDF (Read Only)

Pages : 416

ISBN : 9781631575150

Language : English

About the Book

Book description

This book provides the quintessential information needed to understand the financial side of the retirement planning coin. Readers will begin by learning about the various plan types available to the employers to offer to their employees. The topics related to compliance testing are thoroughly discussed as well as strategies used to legally shift benefits in favor of the highly compensated employees. However, some employers do not sponsor a plan. In this instance, retirement savers will need to understand the options available in the world of individual retirement accounts. This book is not intended to provide investment advice, but rather to guide how different retirement savings vehicles function and how they can be effectively deployed. Many financial professionals find that their clients will 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 (  Third Edition )

eBook Preview

Author Details

user profile image

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.


Our students work
with the Best

Related eBooks

View More

Annual Membership

Become a valued member of Tutorials Point and enjoy unlimited access to our vast library of top-rated Video Courses

Subscribe now
People having fun around a laptop

Online Certifications

Master prominent technologies at full length and become a valued certified professional.

Explore Now
People having fun around a laptop

Talk to us