This book provides the quintessentialinformation needed to understand the financial side of theretirement planning coin. You'll begin by learning aboutthe various plan types employers may offer their employees.Topics related to compliance testing will be thoroughlydiscussed as well as strategies used to legally shift benefitsin favor of highly compensated employees(HCEs).However, some employers do not sponsor a plan; andwhen this happens, retirement savers will need to understandthe options available within the world of individualretirement accounts (IRAs). This book is not intended toprovide investment advice, but rather to explore how differentretirement savings vehicles function and how theycan be effectively deployed.This book also discusses non-investment-relatedtopics such as housing options, Social Security planning,Medicare planning, and a few other basic insurance-basedissues faced by all retirees.
This book provides the quintessentialinformation needed to understand the financial side of theretirement planning coin. You'll begin by learning aboutthe various plan types employers may offer their employees.Topics related to compliance testing will be thoroughlydiscussed as well as strategies used to legally shift benefitsin favor of highly compensated employees(HCEs).However, some employers do not sponsor a plan; andwhen this happens, retirement savers will need to understandthe options available within the world of individualretirement accounts (IRAs). This book is not intended toprovide investment advice, but rather to explore how differentretirement savings vehicles function and how theycan be effectively deployed.This book also discusses non-investment-relatedtopics such as housing options, Social Security planning,Medicare planning, and a few other basic insurance-basedissues faced by all retirees.
A Retirement Gift for Women Who are Solo Agers"When it comes to aging, you can't count on your children, especially if you don't have any. But help is on the way." Harry R. Moody, Ph.D., retired Vice...
Praise For The Retirement Plan Solution "Short, clear, complete, and always interesting. Best book on DC plans and what we should do-now."
?Charles D. Ellis, author, Winning the Loser's Game "At a...
Our book is a self-study guide that will help any individual plan for their retirement. Employee Retirement Planning was written from the results of providing individual retirement plans over a...
Understanding Retirement Planning provides students with a comprehensive understanding of the real-world applications of retirement planning, as well as an exploration of the opportunities and...
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