Essentials of Retirement Planning : A Holistic Review of Personal Retirement.

By: Robbins, Eric JMaterial type: TextTextPublisher: New York : Business Expert Press, 2014Copyright date: ©2014Description: 1 online resource (326 pages)Content type: text Media type: computer Carrier type: online resourceISBN: 9781631570322Subject(s): employer-sponsored plans | medicare | Retirement -- Planning | retirement plan compliance testing | retirement planning | social securityGenre/Form: Electronic books.Additional physical formats: Print version:: Essentials of Retirement Planning : A Holistic Review of Personal RetirementDDC classification: 646.79 LOC classification: HQ1062 -- .R634 2014Online resources: Click to View
Contents:
Cover -- Contents -- Preface -- Acknowledgments -- Part I: Retirement Plan Overview -- Chapter 1: Crisis of Financial Unawareness and a 30,000-Foot View -- Chapter 2: The Retirement Landscape -- Chapter 3: Initial Concerns in Retirement Planning -- Chapter 4: Defined Benefit PlanTypes and Money Purchase Pension Plans -- Chapter 5: The World of Defined Contribution Plans -- Chapter 6: Plans for Small Businesses and Nonprofits -- Part II: Retirement Plan Design -- Chapter 7: Coverage, Eligibility, and Participation Rules -- Chapter 8: Designing Benefit Offerings -- Chapter 9: Plan Loans, Vesting, and Retirement Age Selection -- Chapter 10: Death and Disability Planning -- Chapter 11: Plan Funding and Investing -- Chapter 12: Fiduciary Responsibility -- Part III: Retirement Plan Administration -- Chapter 13: Plan Installation and Administration -- Chapter 14: Plan Terminations -- Part IV: Special Plan Types -- Chapter 15: Nonqualified Deferred Compensation Plans -- Chapter 16: Equity-Based Compensation -- Chapter 17: Introduction to IRAs -- Chapter 18: IRAs in Depth -- Part V: Comprehensive Retirement Planning -- Chapter 19: A Holistic View of Retirement Planning -- Chapter 20: Social Security -- Chapter 21: Retirement Needs Analysis -- Chapter 22: Housing, Medicare, and Long-Term Care Concerns -- Chapter 23: Retirement Distribution Planning -- Chapter 24: Managing Distribution Options -- Appendix -- Notes -- References -- Index -- Ad Page -- Cover.
Summary: 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.
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Cover -- Contents -- Preface -- Acknowledgments -- Part I: Retirement Plan Overview -- Chapter 1: Crisis of Financial Unawareness and a 30,000-Foot View -- Chapter 2: The Retirement Landscape -- Chapter 3: Initial Concerns in Retirement Planning -- Chapter 4: Defined Benefit PlanTypes and Money Purchase Pension Plans -- Chapter 5: The World of Defined Contribution Plans -- Chapter 6: Plans for Small Businesses and Nonprofits -- Part II: Retirement Plan Design -- Chapter 7: Coverage, Eligibility, and Participation Rules -- Chapter 8: Designing Benefit Offerings -- Chapter 9: Plan Loans, Vesting, and Retirement Age Selection -- Chapter 10: Death and Disability Planning -- Chapter 11: Plan Funding and Investing -- Chapter 12: Fiduciary Responsibility -- Part III: Retirement Plan Administration -- Chapter 13: Plan Installation and Administration -- Chapter 14: Plan Terminations -- Part IV: Special Plan Types -- Chapter 15: Nonqualified Deferred Compensation Plans -- Chapter 16: Equity-Based Compensation -- Chapter 17: Introduction to IRAs -- Chapter 18: IRAs in Depth -- Part V: Comprehensive Retirement Planning -- Chapter 19: A Holistic View of Retirement Planning -- Chapter 20: Social Security -- Chapter 21: Retirement Needs Analysis -- Chapter 22: Housing, Medicare, and Long-Term Care Concerns -- Chapter 23: Retirement Distribution Planning -- Chapter 24: Managing Distribution Options -- Appendix -- Notes -- References -- Index -- Ad Page -- Cover.

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.

Description based on publisher supplied metadata and other sources.

Electronic reproduction. Ann Arbor, Michigan : ProQuest Ebook Central, 2018. Available via World Wide Web. Access may be limited to ProQuest Ebook Central affiliated libraries.

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