Essentials of Retirement Planning : (Record no. 38683)
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000 -LEADER | |
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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> |
Public note | Click to View |
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