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
withdrawalsLongevity riskEliminating luck as a factor in
planningImmediate annuities, reverse mortgages, and viatical and
life settlementsStrategies for increasing retirement cash flow
In "Retirement Income Redesigned, " the most-respected names in
the industry discuss these issues and a range of others.
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