Robbins, Eric J. <br/><br/>
Essentials of Retirement Planning :  A Holistic Review of Personal Retirement. 

 - 1st ed. 
 - 1 online resource (326 pages) 
<br/><br/>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. 
<br/><br/> 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. 
<br/><br/><label>ISBN: </label>9781631570322 
<br/><br/><label>Subjects--Topical Terms: </label><br/>Retirement -- Planning.<br/>retirement planning.<br/>retirement plan compliance testing.<br/>social security.<br/>medicare.<br/>employer-sponsored plans.
<br/><br/><label>Index Terms--Genre/Form: </label><br/>Electronic books.
<br/><br/><label>LC Class. No.: </label>HQ1062 -- .R634 2014 
<br/><br/><label>Dewey Class. No.: </label>646.79