Essentials of Retirement Planning: A Holistic Review of Personal Retirement Planning Issues and Employer-sponsored Plans - Couverture souple

ROBBINS

Couverture souple

ISBN 10 : 1631570315 ISBN 13 : 9781631570315

Editeur : Business Expert Press, 2014

Synopsis

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 will be thoroughly discussed as well as strategies used to legally shift benefits in favor of highly compensated employees (HCEs). However, some employers do not sponsor a plan; and when this happens, retirement savers will need to understand the options available within the world of individual retirement accounts (IRAs). This book is not intended to provide investment advice, but rather to explore how different retirement savings vehicles function and how they can be effectively deployed. This book also discusses non-investment-related topics such as housing options, Social Security planning, Medicare planning, and a few other basic insurance-based issues faced by all retirees.

A propos du livre

À propos de l'auteur

Eric J. Robbins is a Charter Financial Analyst Charterholder. He holds an MBA and his Bachelor's degree is in Accounting. He began his professional career working for 15 years with a regional investment advisory firm. During the last four years of his tenure as a full-time investment advisor, he taught Corporate Finance and Retirement Planning as an adjunct faculty member at Penn State Erie. He is a professor at Penn State Erie and currently teaches courses in corporate finance, retirement planning, and investments.

Détails de l'édition

• Éditeur: Business Expert Press
• Date d'édition: 2014
• Langue: anglais
• ISBN 10: 1631570315
• ISBN 13: 9781631570315
• Reliure: Broché
• Nombre de pages: 324
• Coordonnées du fabricant: non disponible
• Personne responsable: non disponible