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Essentials of Retirement Planning : (Record no. 38683)

MARC details
000 -LEADER
fixed length control field 04247nam a22005053i 4500
001 - CONTROL NUMBER
control field EBC1752690
003 - CONTROL NUMBER IDENTIFIER
control field MiAaPQ
005 - DATE AND TIME OF LATEST TRANSACTION
control field 20240729122930.0
006 - FIXED-LENGTH DATA ELEMENTS--ADDITIONAL MATERIAL CHARACTERISTICS
fixed length control field m o d |
007 - PHYSICAL DESCRIPTION FIXED FIELD--GENERAL INFORMATION
fixed length control field cr cnu||||||||
008 - FIXED-LENGTH DATA ELEMENTS--GENERAL INFORMATION
fixed length control field 240724s2014 xx o ||||0 eng d
020 ## - INTERNATIONAL STANDARD BOOK NUMBER
International Standard Book Number 9781631570322
Qualifying information (electronic bk.)
020 ## - INTERNATIONAL STANDARD BOOK NUMBER
Canceled/invalid ISBN 9781631570315
035 ## - SYSTEM CONTROL NUMBER
System control number (MiAaPQ)EBC1752690
035 ## - SYSTEM CONTROL NUMBER
System control number (Au-PeEL)EBL1752690
035 ## - SYSTEM CONTROL NUMBER
System control number (CaPaEBR)ebr10910525
035 ## - SYSTEM CONTROL NUMBER
System control number (CaONFJC)MIL630071
035 ## - SYSTEM CONTROL NUMBER
System control number (OCoLC)885020373
040 ## - CATALOGING SOURCE
Original cataloging agency MiAaPQ
Language of cataloging eng
Description conventions rda
-- pn
Transcribing agency MiAaPQ
Modifying agency MiAaPQ
050 #4 - LIBRARY OF CONGRESS CALL NUMBER
Classification number HQ1062 -- .R634 2014
082 0# - DEWEY DECIMAL CLASSIFICATION NUMBER
Classification number 646.79
100 1# - MAIN ENTRY--PERSONAL NAME
Personal name Robbins, Eric J.
245 10 - TITLE STATEMENT
Title Essentials of Retirement Planning :
Remainder of title A Holistic Review of Personal Retirement.
250 ## - EDITION STATEMENT
Edition statement 1st ed.
264 #1 - PRODUCTION, PUBLICATION, DISTRIBUTION, MANUFACTURE, AND COPYRIGHT NOTICE
Place of production, publication, distribution, manufacture New York :
Name of producer, publisher, distributor, manufacturer Business Expert Press,
Date of production, publication, distribution, manufacture, or copyright notice 2014.
264 #4 - PRODUCTION, PUBLICATION, DISTRIBUTION, MANUFACTURE, AND COPYRIGHT NOTICE
Date of production, publication, distribution, manufacture, or copyright notice ©2014.
300 ## - PHYSICAL DESCRIPTION
Extent 1 online resource (326 pages)
336 ## - CONTENT TYPE
Content type term text
Content type code txt
Source rdacontent
337 ## - MEDIA TYPE
Media type term computer
Media type code c
Source rdamedia
338 ## - CARRIER TYPE
Carrier type term online resource
Carrier type code cr
Source rdacarrier
505 0# - FORMATTED CONTENTS NOTE
Formatted contents note Cover -- Contents -- Preface -- Acknowledgments -- 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 PlanTypes 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 -- Ad Page -- Cover.
520 ## - SUMMARY, ETC.
Summary, etc. This book provides the quintessentialinformation needed to understand the financial side of theretirement planning coin. You'll begin by learning aboutthe various plan types employers may offer their employees.Topics related to compliance testing will be thoroughlydiscussed as well as strategies used to legally shift benefitsin favor of highly compensated employees(HCEs).However, some employers do not sponsor a plan; andwhen this happens, retirement savers will need to understandthe options available within the world of individualretirement accounts (IRAs). This book is not intended toprovide investment advice, but rather to explore how differentretirement savings vehicles function and how theycan be effectively deployed.This book also discusses non-investment-relatedtopics such as housing options, Social Security planning,Medicare planning, and a few other basic insurance-basedissues faced by all retirees.
588 ## - SOURCE OF DESCRIPTION NOTE
Source of description note Description based on publisher supplied metadata and other sources.
590 ## - LOCAL NOTE (RLIN)
Local note Electronic reproduction. Ann Arbor, Michigan : ProQuest Ebook Central, 2024. Available via World Wide Web. Access may be limited to ProQuest Ebook Central affiliated libraries.
650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM
Topical term or geographic name entry element Retirement -- Planning.
650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM
Topical term or geographic name entry element retirement planning.
650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM
Topical term or geographic name entry element retirement plan compliance testing.
650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM
Topical term or geographic name entry element social security.
650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM
Topical term or geographic name entry element medicare.
650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM
Topical term or geographic name entry element employer-sponsored plans.
655 #4 - INDEX TERM--GENRE/FORM
Genre/form data or focus term Electronic books.
776 08 - ADDITIONAL PHYSICAL FORM ENTRY
Relationship information Print version:
Main entry heading Robbins, Eric J.
Title Essentials of Retirement Planning
Place, publisher, and date of publication New York : Business Expert Press,c2014
International Standard Book Number 9781631570315
797 2# - LOCAL ADDED ENTRY--CORPORATE NAME (RLIN)
Corporate name or jurisdiction name as entry element ProQuest (Firm)
856 40 - ELECTRONIC LOCATION AND ACCESS
Uniform Resource Identifier <a href="https://ebookcentral.proquest.com/lib/orpp/detail.action?docID=1752690">https://ebookcentral.proquest.com/lib/orpp/detail.action?docID=1752690</a>
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