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BLOOMBERG PRESS Retirement Income Redesigned - Master Plans For Distribution by Foreword by Walter Updegrave , Edited by Harold Evensky , Edited by 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 dont intend to downsize their plans. Instead, theyre redefining what it means to be retired--as well as what they require of financial advisers. Planners who arent 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.show more