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

Robbins, Eric

Couverture souple

ISBN 10 : 1631572407 ISBN 13 : 9781631572401

Editeur : Business Expert Press, 2015

Synopsis

This book provides the quintessential information needed to understand the financial side of the retirement planning coin. The reader will 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. In this instance, retirement savers will need to understand the options available within the world of individual retirement accounts (IRAs). This book is intended to serve as a guide to 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 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 and a CERTIFIED FINANCIAL PLANNERTM Certificant. He holds a bachelor's in accounting as well as an MBA. He began his professional career working for 17 years with a regional investment advisory firm. He specialized in managing investments for retirees and helping them plan for various retirement contingencies. During the last four years of his tenure as a full-time investment advisor, he also taught corporate finance and retirement planning as an adjunct faculty member at Penn State Behrend's Sam and Irene Black School of Business. He loved teaching so much that he switched roles and now works with clients on a part-time basis while teaching full-time at Penn State Behrend and in the award-winning Penn State World Campus.

Détails de l'édition

• Éditeur: Business Expert Press
• Date d'édition: 2015
• Langue: anglais
• ISBN 10: 1631572407
• ISBN 13: 9781631572401
• Reliure: Broché
• Numéro d'édition: 2
• Nombre de pages: 200
• Coordonnées du fabricant: non disponible
• Personne responsable: non disponible