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150522s2015 nyu foab 001 0 eng d |
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|a 9781631572418
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|a HQ1062
|b .R634 2015
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|a 646.79
|2 23
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|a Robbins, Eric J.,
|e author.
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|a Essentials of retirement planning :
|b a holistic review of personal retirement planning issues and employer-sponsored plans /
|c Eric J. Robbins.
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|a Second edition.
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|a New York, New York (222 East 46th Street, New York, NY 10017) :
|b Business Expert Press,
|c 2015.
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| 300 |
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|a 1 online resource (x, 389 pages)
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| 336 |
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|a text
|2 rdacontent
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|a computer
|2 rdamedia
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|a online resource
|2 rdacarrier
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|a Finance and financial management collection,
|x 2331-0057
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| 504 |
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|a Includes bibliographical references (pages 375-380) and index.
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|a Part I. Retirement plan overview -- 1. Crisis of financial unawareness and a 30,000-foot view -- 2. The retirement landscape -- 3. Initial concerns in retirement planning -- 4. Defined benefit plan types and money purchase pension plans -- 5. The world of defined contribution plans -- 6. Plans for small businesses and nonprofits -- Part II. Retirement plan design -- 7. Coverage, eligibility, and participation rules -- 8. Designing benefit offerings -- 9. Plan loans, vesting, and retirement age selection -- 10. Death and disability planning -- 11. Plan funding and investing -- 12. Fiduciary responsibility -- Part III. Retirement plan administration -- 13. Plan installation and administration -- 14. Plan terminations -- Part IV. Special plan types -- 15. Nonqualified deferred compensation plans -- 16. Equity-based compensation -- 17. Introduction to IRAs -- 18. IRAs in depth -- Part V. Comprehensive retirement planning -- 19. A holistic view of retirement planning -- 20. Social security -- 21. Retirement needs analysis -- 22. Housing, Medicare, and long-term care concerns -- 23. Retirement distribution planning -- 24. Managing distribution options -- Questions and answers -- Appendix -- Notes -- References -- Index.
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|a Access restricted to authorized users and institutions.
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|a This book provides the quintessential information needed to understand the financial side of the retirement planning coin. You'll begin by learning about the various plan types employers may offer their employees. Topics related to compliance testing as well as the strategies used to legally shift benefits in favor of highly compensated employees will be thoroughly discussed. However, some employers do not sponsor a plan. In this instance, retirement savers will need to understand the options available within the world of individual retirement accounts. This book is not intended to provide investment advice, but rather to show how different retirement savings vehicles function and how they can be effectively deployed. Many financial professionals find that their clients ask questions about all aspects of their financial life. For this reason, this book also discusses noninvestment-related topics such as housing options, Social Security planning, Medicare planning, and a few other basic insurance-based issues faced by all retirees.
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|a Title from PDF title page (viewed on May 22, 2015).
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| 590 |
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|a Electronic reproduction. Ann Arbor, MI : ProQuest, 2016. Available via World Wide Web. Access may be limited to ProQuest affiliated libraries.
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| 650 |
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|a Retirement
|x Planning.
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|a employer-sponsored plans
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|a medicare
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|a social security
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|a retirement plan compliance testing
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| 653 |
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|a retirement planning
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| 655 |
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|a Electronic books.
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| 776 |
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|i Print version:
|z 9781631572401
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| 797 |
2 |
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|a ProQuest (Firm)
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| 830 |
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|a Finance and financial management collection.
|x 2331-0057
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| 856 |
4 |
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|u https://ebookcentral.proquest.com/lib/matrademy/detail.action?docID=2054959
|z Click to View
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