The Retirement Plan Solution
The Retirement Plan Solution

Author: Don Ezra

Publisher: John Wiley & Sons

Published: 2009-06-29

Total Pages: 260

ISBN-13: 047039885X

DOWNLOAD EBOOK

Praise For The Retirement Plan Solution "Short, clear, complete, and always interesting. Best book on DC plans and what we should do-now." —Charles D. Ellis, author, Winning the Loser's Game "At a time when the world is in turmoil, along with retirement expectations, the authors have hit a home run. After reading this book, I have a plan. Read it for your path to retirement security." —Dallas Salisbury, President and CEO, Employee Benefit Research Institute "The Retirement Plan Solution offers a refreshing and provocative perspective on how to assess retirement needs, save to meet these needs, and manage the retirement payout process. In this time of financial turmoil, employees, plan sponsors, and financial advisors will find this highly practical resource volume both useful and humorous." —Olivia S. Mitchell, Director, Pension Research Council, Wharton School "The Retirement Plan Solution is a map to the future of 401(k) retirement plans. But it is not just a theoretical view of what could be. Instead, the authors describe the needs and trends that are already here, and then describe the changes that are developing to meet those needs. It is about the tomorrow that is happening today." —Fred Reish, Managing Director, Reish Luftman Reicher & Cohen "The respected authors have created a readable, timely, and very helpful book on all aspects of retirement planning. The suggestions are practical, the information is concise, and the book is highly recommended for anyone that is interested in sound financial planning." —Moshe A. Milevsky, PhD, Finance Professor, York University, Toronto, Canada "This is a must-read for people working in the retirement industry, as well as those who simply care about how to improve their chance of reaching a financially secure retirement. In a clear and simple fashion, the authors deliver one of the best books to date on inefficiencies in the current DC plan and potential improvements." —Peng Chen, President, Ibbotson Associates

Roadmap to Retirement Security
Roadmap to Retirement Security

Author: Stephen Butler

Publisher: iUniverse

Published: 2014-01-24

Total Pages: 112

ISBN-13: 149172059X

DOWNLOAD EBOOK

This book won't waste your time. It explains the fundamentals leading to investment success while avoiding the all-too-common "dumbed-down" information that just tells readers what they already know. Sophisticated concepts like "marked-to-market" and "the snapback phenomenon" and "Modern Portfolio Theory" are some of the book's themes that can lead to confidence and success as investors. For retirees, the book's purpose is to provide a do-it-yourself course of action allowing for an "end-run" around the financial services industry with the latter's excessive costs --- costs that eat up what could otherwise have been more retirement income. Knowing how to effectively self-manage assets and implement a mix of cost-effective investments is a critical skill for retirees. Understanding and applying some simple basics will deliver the most on-going income while still combating the disasterous effects of inflation.

Your Retirement Roadmap
Your Retirement Roadmap

Author: Donald Eugene Moore

Publisher: Advantage Media Group

Published: 2013-05

Total Pages: 147

ISBN-13: 1599323680

DOWNLOAD EBOOK

Problems seem to bother those the least that plan the most... Lying awake nights wondering if you'll run out of money before you run out of breath? That's the reality facing millions of Americans today in a rapidly aging society of economic instability, devastated nest eggs, skyrocketing healthcare costs and plummeting purchasing power. Is it possible to realistically plan for a comfortable retirement in these uncertain times? In a word, yes. Not only is it possible, but that's exactly what this book is about: How to create a retirement plan to support your lifestyle throughout your and your spouse's lives, then distribute your estate to your heirs in the most beneficial and tax-efficient way. Donald Moore, a preeminent retirement planner, has worked with hundreds of clients over many years to chart the right course for each individual and couple to achieve their retirement dreams. A veteran of the industry and one of the most successful retirement planners in the northwest Florida and southwest Alabama area, Moore can help you determine... - Whether or not your assets areproperly positioned - How much capital you'll need to produce a comfortable retirement income - The kinds of savings and investments you'll need to achieve your goals - How much you should set aside each month for savings and investments - The kind of tax-advantaged investments best suited to your needs - The monthly income your family will need in the event of your death - The amount and type of life and disability insurance you need Take heart if you are among the nearly half of American workers today who have never tried to calculate how much money you'll need to live comfortably in retirement.

Managing Your Firm's 401(k) Plan
Managing Your Firm's 401(k) Plan

Author: Matthew X. Smith

Publisher: John Wiley & Sons

Published: 2010-07-16

Total Pages: 515

ISBN-13: 0470875895

DOWNLOAD EBOOK

An objective resource for managing your firm's 401(k) plan With the recent uncertainty in the economy and financial markets, 401(k) plans are now under more scrutiny than ever. Written for finance and benefit professionals who are responsible for the management, operations, or oversight of their company's 401(k) plan, Managing Your Firm's 401(k) Plan offers a guide to designing and managing a 401(k) with a focus on financial, fiduciary, and regulatory standards. While there are plenty of books on 401(k) plans written for the individual investor, there are very few resources for professionals involved in 401(k) management. This book effectively fills that void It was specifically written for professionals involved in 401(k) management It includes regulatory and fiduciary information needed for compliance purposes It was created by experienced experts in the defined contribution plan arena Topics covered throughout this insightful guide include measuring retirement readiness, establishing plan governance, managing the plan's investment menu, monitoring record keeper performance, communicating effectively with employees, helping participants manage their retirement income, and much more.

Financial Investments: A Roadmap to Wealth
Financial Investments: A Roadmap to Wealth

Author: Ary S. Jr.

Publisher: Ary S. Jr.

Published: 2023-09-08

Total Pages: 161

ISBN-13:

DOWNLOAD EBOOK

"Financial Investments: A Roadmap to Wealth" is a comprehensive guide designed to equip readers with the knowledge, strategies, and mindset necessary to navigate the world of financial investment successfully. Drawing upon years of practical experience and in-depth research, this book demystifies complex financial concepts and empowers readers to make informed decisions that align with their goals and aspirations.

Here's the Plan
Here's the Plan

Author: Dixie Allen

Publisher: Author's Choice Publishing

Published: 2006

Total Pages: 178

ISBN-13: 9780978168001

DOWNLOAD EBOOK

This gives tips ideas and strategies on a Personal Finance.

The Ultimate Plan
The Ultimate Plan

Author: Nicole B. Simpson

Publisher: Tate Publishing

Published: 2008-04

Total Pages: 144

ISBN-13: 1604624957

DOWNLOAD EBOOK

Can you survive financially during your wilderness experience in life? According to certified financial planner, senior advisor, and 9/11 survivor Nicole Simpson, most of us unconsciously focus on survival from day to day. In her new book, The Ultimate Plan: A Financial Survival Guide for Life's Unexpected Events, Simpson illustrates through her own traumatic experience the need to create a financial plan of action to combat life's inevitable disasters. Through simple, engaging stories, The Ultimate Plan lays out strategies your family can incorporate to avoid total devastation when faced with unexpected death, disability, natural disasters, etc. The Ultimate Plan: A Financial Survival Guide for Life's Unexpected Events is your guidebook to being prepared when disaster strikes.

Plan Your Money Path
Plan Your Money Path

Author: Bill Hines

Publisher: Wild Lake LLC

Published: 2024-10-05

Total Pages: 225

ISBN-13:

DOWNLOAD EBOOK

Warning: This book is hazardous to financial stress! Welcome to the start of the rest of your life-the one where you aren't wandering in the (financial) dark without a flashlight. The one where you have a clear roadmap to your future, and mathematical confidence that you and your family can have the kind of life you dream of! This book shows you how to take control and build your own financial plan, using high fidelity, inexpensive software, not the simplistic financial/retirement planning tools you find all over the internet. It contains thousands of dollars worth of professional financial planning tips, hints, and hacks. I'll take you through some important general financial planning context, and then through the steps to building a financial plan for a sample family. Along the way, we'll discuss the different inputs and assumptions required for any financial plan, as well as how to interpret the results and put your plan into action.

The Pension Puzzle
The Pension Puzzle

Author: Bruce Cohen

Publisher: John Wiley and Sons

Published: 2008-02-15

Total Pages: 238

ISBN-13: 0470156414

DOWNLOAD EBOOK

An "owner's manual" for every Canadian with a pension plan. Millions of Canadians are covered by pension plans in one form or another-whether that's CPP or a company plan, or personal RRSPs. But pensions are the benefit least understood by employees. They're confusing and complex, but understanding pensions is crucial to every Canadian's financial security in retirement. Since its initial publication, The Pension Puzzle has become the definitive book on the subject. Now completely revised and updated, The Pension Puzzle remains a true owner's manual for anyone with a pension plan. The Pension Puzzle is not just for those about to retire. It's for every working Canadian who needs to make decisions about their pension plan and how it affects their financial future.

Getting Ready for Retirement
Getting Ready for Retirement

Author: Tina Manion

Publisher: iUniverse

Published: 2008-02-19

Total Pages: 132

ISBN-13: 1469763192

DOWNLOAD EBOOK

Are You Ready to Retire? If you are in your 50's or 60's and approaching retirement, this book is a must for you! Within the next two decades, 75 million baby boomers are expected to retire. They are redefining retirement. They will live longer than previous generations. This book will help pre-retirees begin envisioning their retirement now. Getting Ready for Retirement will give you insight and answers to a multitude of frequently asked questions such as: When is the best time to retire? Should I relocate and if so, where is the best place to retire? Do I need or want to continue to work during retirement? What will give me meaning and purpose during retirement? What travel and senior discounts are available to me? How can I be assured of a reliable retirement income? This valuable resource guide will help you prepare in advance for a quality of life in this exciting new phase of your life for the rest of your life.