Handbook of Financial Planning for Retirement

People planning for their retirements, or already retired, are faced with a bewildering array of plans, tax rules, and investment possibilities. Just sorting out what all the potential financial options are can be an overwhelming prospect. Financial Planning for Retirement simplifies the process immeasurably by providing an easy-to-follow yet detailed system that readers can use themselves or with their advisers, at either the pre- or post-retirement stage. Step by step, readers are guided through the entire planning process, from gathering the necessary financial facts and setting realistic objectives, to income tax and investment strategies. There are also easy-access personal financial statements and planning forms that assist in the gathering, organization, and use of pertinent data.