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Alterseinkommen neu gestaltet: Masterpläne für den Vertrieb -- Ein Berater...

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    eBay-Artikelnr.:136009624053
    Zuletzt aktualisiert am 18. Sep. 2025 20:42:34 MESZAlle Änderungen ansehenAlle Änderungen ansehen

    Artikelmerkmale

    Artikelzustand
    Gut: Buch, das gelesen wurde, sich aber in einem guten Zustand befindet. Der Einband weist nur sehr ...
    Release Year
    2006
    ISBN
    9781576601891
    Kategorie

    Über dieses Produkt

    Product Identifiers

    Publisher
    Wiley & Sons, Incorporated, John
    ISBN-10
    1576601897
    ISBN-13
    9781576601891
    eBay Product ID (ePID)
    51250031

    Product Key Features

    Book Title
    Retirement Income Redesigned : Master Plans for Distribution -- an Adviser's Guide for Funding Boomers' Best Years
    Number of Pages
    400 Pages
    Language
    English
    Publication Year
    2006
    Topic
    Personal Finance / Money Management, Gerontology, Sociology / General, Investments & Securities / General, Personal Finance / Retirement Planning
    Illustrator
    Yes
    Genre
    Social Science, Business & Economics
    Author
    Deena B. Katz
    Book Series
    Bloomberg Financial Ser.
    Format
    Hardcover

    Dimensions

    Item Height
    1.1 in
    Item Weight
    28 Oz
    Item Length
    9.6 in
    Item Width
    6.5 in

    Additional Product Features

    Intended Audience
    Trade
    LCCN
    2006-002227
    Dewey Edition
    22
    Reviews
    "Expert advice for retirement planning is essential but too often flaky. Nothing in this book is flaky. The expert authors are sophisticated and knowledgeable. Their presentations are rock-solid, comprehensive, and clear. They cover every important aspect of the retirement problem. Any adviser or client who reads this book will be deeply grateful to Harold Evensky and Deena Katz for putting it together." ?Peter L. Bernstein ; Author, Against the Gods: The Remarkable Story of Risk "Once again, Harold and Deena have succeeded in putting together an A-team of financial experts. The end goal for this team is to help other financial professionals do the best possible job that they can as they guide their clients in their retirement years. This book is a must-have for anyone advising clients through retirement." ?J. Thomas Bradley, Jr. , President, TD AMERITRADE Institutional "Advisers have an unprecedented opportunity to work with a generation that has shaped history and will reshape the future of retirement planning. Retirement Income Redesigned provides advisers with a valuable tool for understanding and addressing the unique needs of retiring baby boomers." ?John Iachello Managing Director, Pershing Advisor Solutions, A service of Pershing LLC, a member of BNY Securities Group and a subsidiary of The Bank of New York Company, Inc. "With 80 million baby boomers entering retirement over the coming decades, Retirement Income Redesigned is a must-read for financial advisers who are determined to grow their business and add value for clients. The book provides a valuable mix of conceptual planning principles, product guidance, and tangible planning 'how tos' to help advisers meet the needs of their in-and-near-retirement clients. It's a wonderful tool for gaining insights and ideas to maximize your firm's potential in attracting this valuable segment." ?Deborah McWhinney , President, Schwab Institutional
    Series Volume Number
    52
    Dewey Decimal
    332.0240145
    Table Of Content
    Acknowledgments ix About the Contributors xi Foreword by Walter Updegrave xxiii PART ONE: FACING THE NEW REALITIES 1 1 Boomers: A Force for Change 5 Deena B. Katz 2 Maslow Meets Retirement 17 Mitch Anthony and Lewis J . Walker 3 Decision Making at Retirement: High Stakes for the Long Haul 33 Donald G. MacGregor 4 Reinventing Retirement 49 Mitch Anthony PART TWO: ASSESSING THE RISKS 65 5 Psychological Impediments to Retirement-Income Planning 69 Mathew Greenwald 6 Lifelong Retirement Income: How to Quantify and Eliminate Luck 77 Jim C. Otar 7 Balancing Mortality and Modeling Risk 97 Cynthia Saltzman 8 Monte Carlo Mania 117 Robert D. Curtis 9 Understanding Required Minimum Distributions 141 April K. Caudill PART THREE: SHAPING THE SOLUTIONS 157 10 Risk Management During Retirement 163 Moshe A. Milevsky With Anna Abaimova 11 Withdrawal Strategies: A Cash Flow Solution 185 Harold Evensky 12 Asset Allocation: The Long View 203 Laurence Booth 13 Sustainable Withdrawals 217 William P. Bengen 14 Tools and Pools: Strategies for Increasing Retirement Cash Flow 237 Robert P. Kreitler 15 Creating Portfolios With Lower Volatility 255 Louis P. Stanasolovich 16 Reverse Mortgages in Distribution Planning 281 Roxanne Alexander and Michael J. Anderson 17 Life Insurance Benefits--No Waiting 305 Douglas Head 18 Longevity Risk Insurance 311 Roger G. Ibbotson, Michael C. Henkel, and Peng Chen 19 Immediate Annuities: Structure, Mechanics, and Value 323 R. H. "Rick" Carey and Jeffrey K. Dellinger 20 The Search for Software 343 Joel P. Bruckenstein Continuing Education Exam 353 Index 361
    Synopsis
    Clients nearing retirement have some significant challenges to face. And so do their advisers. They can expect to live far longer after they retire. And the problems they expect their advisers to solve are far more complex. The traditional sources of retirement income may be shriveling, but boomers don't intend to downsize their plans. Instead, they're redefining what it means to be retired--as well as what they require of financial advisers. Planners who aren't prepared will be left behind. Those who are will step up to some lucrative and challenging work. To help get the work done, Harold Evensky and Deena Katz--both veteran problem solvers--have tapped the talents of a range of experts whose breakthrough thinking offers solutions to even the thorniest issues in retirement-income planning: Sustainable withdrawals Longevity risk Eliminating luck as a factor in planning Immediate annuities, reverse mortgages, and viatical and life settlements Strategies for increasing retirement cash flow In Retirement Income Redesigned, the most-respected names in the industry discuss these issues and a range of others., Clients nearing retirement have some significant challenges to face. And so do their advisers. They can expect to live far longer after they retire. And the problems they expect their advisers to solve are far more complex. The traditional sources of retirement income may be shriveling, but boomers don't intend to downsize their plans.
    LC Classification Number
    HG179.R3949 2006

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