Retirement Income Redesigned Master Plans for Distribution An Adviser’s Guide for Funding Boomers Best Years 1st Edition by Harold Evensky, Deena Katz 047088505X 9780470885055

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Product details:

ISBN 10: 047088505X 

ISBN 13: 9780470885055

Author: Harold Evensky, Deena B. Katz

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.

Table of contents:

PART ONE: FACING THE NEW REALITIES

1 Boomers: A Force for Change
Deena B. Katz

2 Maslow Meets Retirement
Mitch Anthony and Lewis J. Walker

3 Decision Making at Retirement: High Stakes for the Long Haul
Donald G. MacGregor

4 Reinventing Retirement
Mitch Anthony

PART TWO: ASSESSING THE RISKS

5 Psychological Impediments to Retirement-Income Planning
Mathew Greenwald

6 Lifelong Retirement Income: How to Quantify and Eliminate Luck
Jim C. Otar

7 Balancing Mortality and Modeling Risk
Cynthia Saltzman

8 Monte Carlo Mania
Robert D. Curtis

9 Understanding Required Minimum Distributions
April K. Caudill

PART THREE: SHAPING THE SOLUTIONS

10 Risk Management During Retirement
Moshe A. Milevsky With Anna Abaimova

11 Withdrawal Strategies: A Cash Flow Solution
Harold Evensky

12 Asset Allocation: The Long View
Laurence Booth

13 Sustainable Withdrawals
William P. Bengen

14 Tools and Pools: Strategies for Increasing Retirement Cash Flow
Robert P. Kreitler

15 Creating Portfolios With Lower Volatility
Louis P. Stanasolovich

16 Reverse Mortgages in Distribution Planning
Roxanne Alexander and Michael J. Anderson

17 Life Insurance Benefits—No Waiting
Douglas Head

18 Longevity Risk Insurance
Roger G. Ibbotson, Michael C. Henkel, and Peng Chen

19 Immediate Annuities: Structure, Mechanics, and Value
R. H. “Rick” Carey and Jeffrey K. Dellinger

20 The Search for Software
Joel P. Bruckenstein

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Tags: Harold Evensky, Deena Katz, Retirement, Redesigned