Financial Decisions for Retirement

Focuses on financial decisions individuals face as they approach, reach, and pass retirement age and on the tools and techniques financial advisors may employ to assist their clients with these decisions. Topics covered include the minimum distribution rules, Social Security, sources of retirement income (qualified and nonqualified plans, IRAs, SEPs, and SIMPLE[s]), investing, planning for pension distributions, and decisions on rolling over lump-sum pension distributions to IRAs. Provides extensive perspectives on dealing with the aging and retired clients and their families.