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.
Table of contents
- Cover
- Halftitle
- Title
- Contents
- Preface
- Acknowledgments
-
Part I Retirement Plan Overview
- Chapter 1 Crisis of Financial Unawareness and a 30,000-Foot View
- Chapter 2 The Retirement Landscape
- Chapter 3 Initial Concerns in Retirement Planning
- Chapter 4 Defined Benefit Plan Types and Money Purchase Pension Plans
- Chapter 5 The World of Defined Contribution Plans
- Chapter 6 Plans for Small Businesses and Nonprofits
- Part II Retirement Plan Design
- Part III Retirement Plan Administration
- Part IV Special Plan Types
- Part V Comprehensive Retirement Planning
- Questions and Answers
- Appendix
- Notes
- References
- Index
- Adpage
- Backcover
Product information
- Title: Essentials of Retirement Planning
- Author(s):
- Release date: May 2015
- Publisher(s): Business Expert Press
- ISBN: 9781631572418
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