Advanced Retirement Income Planning
10 ratings by Goodreads
Language: English
Published by Otar & Associates, 2020
- Softcover
- New

Seller: Shakespeare Book House, Rockford, IL, U.S.A.Shakespeare Book House
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Softcover
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- Title
- Advanced Retirement Income Planning
- Author
- Otar, Jim C.
- Publisher
- Otar & Associates
- Publication year
- 2020
- Condition
- new
- Binding
- Soft cover
- Language
- English
- ISBN 10
- 0968963447
- ISBN 13
- 9780968963449
Advanced Retirement Income Planning was originally written as a CE course textbook for financial professionals. However, it is also suitable for those with some financial knowledge. It covers the impact of luck, random (Gaussian) and fractal (non-Gaussian) market events, asset allocation, diversification, life annuities, math of loss and sustainable withdrawal rates using actual market history. Many worked examples are also included. This paperback version is in black and white print.
"Synopsis" may belong to another edition of this title.
About the Author
Jim C. Otar is a retired financial advisor and a retired engineer. He has written several books and over one hundred articles since 1995. He introduced and quantified the concept of "luck factor" which won him the CFP Board Article awards in 2001 and 2002. This was later popularized in the financial business as the "sequence of returns". Jim retired in 2018. He spends his winters in outskirts of Toronto and his summers at his trailer in the Niagara region.
"About the title" may belong to another edition of this title.
Shakespeare Book House
Rockford, IL, U.S.A.
5-star seller
AbeBooks seller since April 27, 2026
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Shakespeare Book House
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