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.
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.
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Retirement Income Source is revolutionizing the way Americans and their advisors plan and save for retirement!Since its launch in 2019, Retirement Income Source has been shattering many of the myths...
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