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


Clients nearing retirement have some significant challenges toface. And so do their advisers. They can expect to live far longerafter they retire. And the problems they expect their advisers tosolve are far more complex. The traditional sources of retirementincome may be shriveling, but boomers don't intend to downsizetheir plans. Instead, they're redefining what it means to beretired—as well as what they require of financial advisers.Planners who aren't prepared will be left behind. Those who arewill step up to some lucrative and challenging work.

To help get the work done, Harold Evensky and DeenaKatz—both veteran problem solvers—have tapped thetalents of a range of experts whose breakthrough thinking offerssolutions to even the thorniest issues in retirement-incomeplanning:

  • Sustainable withdrawals
  • Longevity risk
  • Eliminating luck as a factor in planning
  • Immediate annuities, reverse mortgages, and viatical and lifesettlements
  • Strategies for increasing retirement cash flow

In Retirement Income Redesigned, the most-respected namesin the industry discuss these issues and a range of others.


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