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Financial Decisions for Retirement - Hardcover

 
9781932819892: Financial Decisions for Retirement
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Focuses on financial decisions individuals face as they approach, reach, and pass retirement age and on the tools and techniques financial advisors may employ to assist their clients with these decisions. Topics covered 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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  • PublisherAmerican College
  • Publication date2009
  • ISBN 10 1932819894
  • ISBN 13 9781932819892
  • BindingHardcover
  • Edition number3

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Other Popular Editions of the Same Title

9781582930558: Financial Decisions for Retirement, Fourth Edition

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ISBN 10:  1582930554 ISBN 13:  9781582930558
Publisher: The American College, 2012
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  • 9781932819175: Financial Decisions for Retirement (Huebner School Series)

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Published by American College (2009)
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