Retirement Income Redesigned

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Clients nearing retirement have some significant challenges to face. And so do their advisers. They can expect to live far longer...

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Beschreibung

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.

Autorentext

Harold Evensky is chairman of Evensky & Katz, a
financial-advisory firm in Coral Gables, Florida.

Deena B. Katz is president. Their combined experience
totals more than forty-eight years. Their innovation and skill have
earned them the loyalty of clients; their daring and dedication
have won them the respect of their peers.

Evensky and Katz are the editors of The Investment Think Tank:
Theory, Strategy, and Practice for Advisers Evensky is the
author of Wealth Management: The Financial Advisor's Guide to
Investing and Managing Client Assets; Katz is the author of
Deena Katz on Practice Management and Deena Katz's Tools
and Templates for Your Practice. Both are featured speakers at
national and international legal, accounting, investment, and
financial-planning conferences, and both are published widely and
quoted extensively in financial journals and in newspapers.

Zusammenfassung
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 retiredas 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 Katzboth veteran problem solvershave 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.

Inhalt

Acknowledgments ix

About the Contributors xi

Foreword by Walter Updegrave xxiii

PART ONE: FACING THE NEW REALITIES 1

1 Boomers: A Force for Change 5

Deena B. Katz

2 Maslow Meets Retirement 17

Mitch Anthony and Lewis J . Walker

3 Decision Making at Retirement: High Stakes for the Long Haul
33

Donald G. MacGregor

4 Reinventing Retirement 49