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The Tools & Techniques of Retirement Income Planning
Stephan R. Leimberg
Benjamin G. Baldwin
Aaron S. Coates
Robert S. Keebler
Michael E. Kitces
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The Tools & Techniques of Retirement Income Planning
Stephan R. Leimberg, Benjamin G. Baldwin, Jr., Aaron S. Coates, Robert S. Keebler, Michael E. Kitces

ISBN: 978-0-87218-922-5
Format: Paperback, 368pp
Pub. Date: 2007

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List Price: $94.95
Student Price: $80.71 (Save 15%)
Desk/Review Copy: $0.00 (Request)
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Every student should be prepared to address the emerging need for retirement income planning that satisfies perceived and actual client security-based on psychological and behavioral finance issues unique to today's retirees.

Specialized practitioners will understand defining/reducing risk, stochastic modeling, and income planning research, as well as future trends facing Baby Boomer retirement-just to name a few.

You've helped clients accumulate wealth for retirement. Now what?

  • Income risk management-withdrawals, allocation & modeling

  • Insured solutions-annuities, life insurance & living benefits

  • Tax Considerations-vehicles, planning, rollovers & distributions

  • Investment strategies-bonds, reverse mortgages & combination investments

  • Forensic Accounting. Related financial concepts and much more

The Retirement Model is All-New. Ensure that your students have the Tools & Techniques to excel among the financial services discipline dedicated to bridging the gap between wealth preservation and the strategies for extended income needs during retirement. Among the curriculum, leading practitioners prepare students to compare and contrast critical decisions facing today's retirees and the pending Baby Boomers who will reportedly compose 20% of the total U.S. population by 2030.



 
 
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Note: Academic support materials are not approved for use in filing state Continuing Education courses.
Tools & Techniques publications are filed for CFP® and state Continuing Education credits. To view the full course list, as well as hours 
 please click on the CE Course and E Learning link above.
 
© Copyright 2006 The National Underwriter Company. All Trademarks belong to their respective owner. Certified Financial Planner Board of Standards Inc. owns the marks of CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo) ®, which it awards to individuals who successfully complete initial and ongoing certification requirements.