Financial Decisions for Retirement

by David A. Littell

This publication focuses on financial decisions individuals face as they approach, reach, and pass retirement age and on the tools and techniques financial advisers may employ to assist their clients with these decisions. Topics cover include the minimum distribution rules, Social Security, sources of retirement income (qualified and nonqualified plans, IRAs, SEPs, and SIMPLE(s), investing, planning for pension distributions, and decisions on rolling...

• Format: Hardcover
• Language: English
• ISBN: 1932819894
• ISBN13: 9781932819892
• Release Date: January 2009
• Publisher: American College Press
• Length: 1 Pages
• Weight: 3.20 lbs.
• Age Range: 18 years and up