Retirement Income Redesigned: Master Plans for Distribution -- An Adviser's Guide for Funding Boomers' Best Years

by Harold R. Evensky (Editor)

Clients nearing retirement have some significant challenges to face. And so do their advisers. They can expect to live far longer after they retire. And the problems they expect their advisers to solve are far more complex. The traditional sources of retirement income may be shriveling, but boomers don't intend to downsize their plans. Instead, they're redefining what it means to be retired―as well as what they require of financial advisers. Planners who aren't prepared will be left behind. Those who are will step up to some lucrative and challenging work. To help get the work done, Harold Evensky and Deena Katz―both veteran problem solvers―have tapped the talents of a range of experts whose breakthrough thinking offers solutions to even the thorniest issues in retirement-income planning: In Retirement Income Redesigned, the most-respected names in the industry discuss these issues and a range of others.

Genres: Finance

400 pages, Hardcover

First published April 1, 2006

Reviews

[Norma Munson · Rating 5 out of 5]

Advice about managing your accumulating retirement savings is widely available. Significantly different strategies are needed when near or already retired. Here you'll find excellent advice on how to "de-cumulate." We're more optimistic about our financial future because we've applied some of these strategies.
Written as a text for financial advisers, this isn't a quick read, but it is worth the effort for those retired or soon will be. The Bucket strategy (see books by Ray Lucia & others) is excellent when growing your nest egg. This book is excellent when you need to draw from that nest egg.

[Iowaal · Rating 4 out of 5]

Read it when it first came out. I did like that there were several contributors expressing different methods/suggestions. I take it off the shelf often an re-read sections as I near retirement.