Retirement Income Redesigned: Master Plans for Distribution -- An Adviser's Guide for Funding Boomers' Best Years
"Expert advice for retirement planning is essential but too often flaky. Nothing in this book is flaky. The expert authors are sophisticated and knowledgeable. Their presentations are rock-solid, comprehensive, and clear. They cover every important aspect of the retirement problem. Any adviser or client who reads this book will be deeply grateful to Harold Evensky and Deena Katz for putting it together."—Peter L. Bernstein; Author,Against the Gods: The Remarkable Story of Risk"Once again, Harold and Deena have succeeded in putting together an A-team of financial experts. The end goal for this team is to help other financial professionals do the best possible job that they can as they guide their clients in their retirement years. This book is a must-have for anyone advising clients through retirement."—J. Thomas Bradley, Jr., President, TD AMERITRADE Institutional"Advisers have an unprecedented opportunity to work with a generation that has shaped history and will reshape the future of retirement planning.Retirement Income Redesignedprovides advisers with a valuable tool for understanding and addressing the unique needs of retiring baby boomers."—John IachelloManaging Director, Pershing Advisor Solutions, A service of Pershing LLC, a member of BNY Securities Group and a subsidiary of The Bank of New York Company, Inc."With 80 million baby boomers entering retirement over the coming decades,Retirement Income Redesignedis a must-read for financial advisers who are determined to grow their business and add value for clients. The book provides a valuable mix of conceptual planning principles, product guidance, and tangible planning 'how tos' to help advisers meet the needs of their in-and-near-retirement clients. It's a wonderful tool for gaining insights and ideas to maximize your firm's potential in attracting this valuable segment."—Deborah McWhinney, President, Schwab Institutional