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Essentials of Retirement Planning: A Holistic Review of Personal Retirement Planning Issues and Employer-Sponsored Plans, Third Edition - Softcover

Robbins, Eric J.

 
9781631575150: Essentials of Retirement Planning: A Holistic Review of Personal Retirement Planning Issues and Employer-Sponsored Plans, Third Edition
Softcover
ISBN 10: 1631575155 ISBN 13: 9781631575150
Verlag: Business Expert Press, 2016

Inhaltsangabe

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.

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Über die Autorin bzw. den Autor

Eric J. Robbins, Penn State Erie, USA.

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Verlag
Business Expert Press
Erscheinungsdatum
2016
Sprache
Englisch
ISBN 10 
1631575155
ISBN 13 
9781631575150
Einband
Taschenbuch
Auflage
3
Anzahl der Seiten
416
Kontakt zum Hersteller
preigu GmbH & Co. KG
mail@preigu.de

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