Essentials of retirement planning : a holistic review of personal retirement planning issues and employer-sponsored plans / Eric J. Robbins.
Robbins, Eric J., author.
2015
HQ1062 .R634 2015
Available Online

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Title Essentials of retirement planning : a holistic review of personal retirement planning issues and employer-sponsored plans / Eric J. Robbins.
Author Robbins, Eric J., author.
Edition Second edition.
ISBN 9781631572418 e-book
9781631572401 paperback
Published New York, New York (222 East 46th Street, New York, NY 10017) : Business Expert Press, 2015.
Language English
Description 1 online resource (x, 389 pages)
Call Number HQ1062 .R634 2015
Dewey Decimal Classification 646.79
Summary This book provides the quintessential information needed to understand the financial side of the retirement planning coin. You'll begin by learning about the various plan types employers may offer their employees. Topics related to compliance testing as well as the strategies used to legally shift benefits in favor of highly compensated employees will be thoroughly discussed. 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. This book is not intended to provide investment advice, but rather to show 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 noninvestment-related topics such as housing options, Social Security planning, Medicare planning, and a few other basic insurance-based issues faced by all retirees.
Bibliography, etc. Note Includes bibliographical references (pages 375-380) and index.
Access Note Access limited to authorized users.
Source of Description Title from PDF title page (viewed on May 22, 2015).
Series Finance and financial management collection. 2331-0057
Available in Other Form Print version: 9781631572401
Linked Resources Online Access
Record Appears in Online Resources > Ebooks
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Part I. Retirement plan overview
1. Crisis of financial unawareness and a 30,000-foot view
2. The retirement landscape
3. Initial concerns in retirement planning
4. Defined benefit plan types and money purchase pension plans
5. The world of defined contribution plans
6. Plans for small businesses and nonprofits
Part II. Retirement plan design
7. Coverage, eligibility, and participation rules
8. Designing benefit offerings
9. Plan loans, vesting, and retirement age selection
10. Death and disability planning
11. Plan funding and investing
12. Fiduciary responsibility
Part III. Retirement plan administration
13. Plan installation and administration
14. Plan terminations
Part IV. Special plan types
15. Nonqualified deferred compensation plans
16. Equity-based compensation
17. Introduction to IRAs
18. IRAs in depth
Part V. Comprehensive retirement planning
19. A holistic view of retirement planning
20. Social security
21. Retirement needs analysis
22. Housing, Medicare, and long-term care concerns
23. Retirement distribution planning
24. Managing distribution options
Questions and answers
Appendix
Notes
References
Index.

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