Tools & Techniques of Retirement Income Planning (Tools & Techniques) [Paperback]

Aaron S. Coates (Author), Michael E. Kitces (Author), Robert S. Keebler (Author), Stephan R. Leimberg (Author), Jr. Baldwin (Author), Benjamin G. (Author)

Book Description

Series: Tools & Techniques | Publication Date: November 30, 2007

Every financial planner should be prepared to address the emerging retirement income planning need to satisfy clients perceived and actual security based on psychological and behavioral finance issues unique to today s retirees. Specialized practitioners will understand defining/reducing risk, stochastic modeling and income planning research, as well as future trends facing Baby Boomer retirement. Complete with comprehensive strategy coverage. Discover how to develop custom models targeted at replacing the stability of a regular monthly paycheck while controlling withdrawals. Create a personal pension one sustaining longer life spans and late planning.
You ve helped clients accumulate wealth for retirement. Now what?

Income risk management withdrawals, allocation & modeling
Insured solutions annuities, life insurance & living benefits
Tax Considerations vehicles, planning, rollovers & distributions
Investment strategies bonds, reverse mortgages & combination investments
The Retirement Model is All-New. Empower yourself to excel at the financial services discipline dedicated to bridging the gap between wealth preservation and the strategies for extended income needs during retirement. Tools & Techniques of Retirement Income Planning is written by leading practitioners and packed with problems/solutions facing today s retirees and the pending Baby Boomers who will reportedly compose 20% of the total U.S. population by 2030.

Have you prepared your clients? Discover the ins-and-outs of fixed immediate annuities with locking up income and hedging your bets strategies. The immediate need for retirement income planning guidance and the readiness of advisors to meet that need is at hand. The authors discuss vast plan differences related to the health of your clients from flexible cash flow aimed at contingency planning versus guarantees. A realistic retirement income strategy should extend beyond life expectancy. Chances are... you will want this invaluable reference in your personal library. Life Insurance, PACE, and CFP® CE Filed.

Chapters to feature: the top 12

Future Trends in Income Planning
Psychological and Behavioral Finance Issues
Defining and Reducing Risk
Sustainable Withdrawals
Types of Income-Generating Annuities
Early Distribution Planning Techniques
Stochastic Modeling
Asset Allocation Issues
Role of Life Insurance
Rollover Planning Strategies
Reverse Mortgages
Required Minimum Distributions



Delivers value at any knowledge level introductory, overview & review!

Testimonials
In each of our books we had one major goal in mind: To create the single best source of up-to-date, pragmatic and transferable information on the topics you need to help others.

Stephan R. Leimberg, Lead Author of Tools & Techniques

Product Details

• Paperback: 368 pages
• Publisher: National Underwriter Company (November 30, 2007)
• Language: English
• ISBN-10: 0872189228
• ISBN-13: 978-0872189225
• Product Dimensions: 10.7 x 8.4 x 0.7 inches
• Shipping Weight: 1.2 pounds (View shipping rates and policies)
• Average Customer Review: 5.0 out of 5 stars  See all reviews (1 customer review)
• Amazon Best Sellers Rank: #1,591,517 in Books (See Top 100 in Books)

More About the Author

An active contributor to the profession, Aaron founded FPA NexGen to support new financial planning professionals, which earned him recognition as one of the 5 most influential planners in the profession in 2007.

In 2008, Aaron established the first "fee-only" comprehensive financial planning firm in North Central Indiana, which merged in 2009 with Valeo Financial Advisors, LLC in Indianapolis.

Aaron is a NAPFA-Registered Financial Advisor, a Certified Financial Planner (CFP®) Practitioner since 2000, and a Certified Investment Management Analyst (CIMA®) since 2005. Considered an expert in income investing, Aaron co-authored Tools and Techniques of Retirement Income Planning (NUCO, 2007), and presents regularly on the subject to professional groups.

Aaron graduated from Indiana University with a BS in Finance and resides with his wife and their four children in Goshen, Indiana. Together, they are actively involved in Crystal Valley Missionary Church, RETA, CBMC of Michiana, carpooling, and homework. Spare moments are filled with reading, studying history, exercise, and travel.

Customer Reviews

Most Helpful Customer Reviews

5.0 out of 5 stars Excellent Overview of Retirement Planning, July 21, 2010

By 

Debra Gallant "Gallant Financial Planning" (Washington DC metro areas) - See all my reviews
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This review is from: Tools & Techniques of Retirement Income Planning (Tools & Techniques) (Paperback)

Excellent Overview of Retirement Income Planning from a holistic perspective. This well written, easy to follow book covered every topic that I needed to better understand retirement planning as I was studying for the Certified Financial Planning Board exam this past July. The book covered the tax, financial, and legals aspects of saving for retirement and then layered in great discussions of the emotional and psychological implications of retirement. The book was a wonderful blend of technical aspects of financial planning combined with George Kinder's (among others) contributions to life planning. I recommend this book both to people like me who are new to the field as well as to more seasoned planners who are looking for a refresher (and a reminder) of the myriad aspects of retirement that impact our clients.