Essentials of retirement planning : a holistic review of personal retirement planning issues and employer-sponsored plans /
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| Hlavní autor: | |
|---|---|
| Médium: | Elektronický zdroj E-kniha |
| Jazyk: | angličtina |
| Vydáno: |
New York, New York (222 East 46th Street, New York, NY 10017) :
Business Expert Press,
2014.
|
| Vydání: | First edition. |
| Edice: | Finance and financial management collection.
2014 digital library. |
| Témata: | |
| On-line přístup: | An electronic book accessible through the World Wide Web; click to view |
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Obsah:
- Part I. Retirement plan overview
- Chapter 1. Crisis of financial unawareness and a 30,000-foot view
- Chapter 2. The retirement landscape
- Chapter 3. Initial concerns in retirement planning
- Chapter 4. Defined benefit plan types and money purchase pension plans
- Chapter 5. The world of defined contribution plans
- Chapter 6. Plans for small businesses and nonprofits
- Part II. Retirement plan design
- Chapter 7. Coverage, eligibility, and participation rules
- Chapter 8. Designing benefit offerings
- Chapter 9. Plan loans, vesting, and retirement age selection
- Chapter 10. Death and disability planning
- Chapter 11. Plan funding and investing
- Chapter 12. Fiduciary responsibility
- Part III. Retirement plan administration
- Chapter 13. Plan installation and administration
- Chapter 14. Plan terminations
- Part IV. Special plan types
- Chapter 15. Nonqualified deferred compensation plans
- Chapter 16. Equity-based compensation
- Chapter 17. Introduction to IRAs
- Chapter 18. IRAs in depth
- Part V. Comprehensive retirement planning
- Chapter 19. A holistic view of retirement planning
- Chapter 20. Social security
- Chapter 21. Retirement needs analysis
- Chapter 22. Housing, medicare, and long-term care concerns
- Chapter 23. Retirement distribution planning
- Chapter 24. Managing distribution options
- Appendix
- Notes
- References
- Index.