000			04247nam a22005053i 4500
001			EBC1752690
003			MiAaPQ
005			20240729122930.0
006			m o d |
007			cr cnu||||||||
008			240724s2014 xx o ||||0 eng d
020			_a9781631570322 _q(electronic bk.)
020			_z9781631570315
035			_a(MiAaPQ)EBC1752690
035			_a(Au-PeEL)EBL1752690
035			_a(CaPaEBR)ebr10910525
035			_a(CaONFJC)MIL630071
035			_a(OCoLC)885020373
040			_aMiAaPQ _beng _erda _epn _cMiAaPQ _dMiAaPQ
050		4	_aHQ1062 -- .R634 2014
082	0		_a646.79
100	1		_aRobbins, Eric J.
245	1	0	_aEssentials of Retirement Planning : _bA Holistic Review of Personal Retirement.
250			_a1st ed.
264		1	_aNew York : _bBusiness Expert Press, _c2014.
264		4	_c©2014.
300			_a1 online resource (326 pages)
336			_atext _btxt _2rdacontent
337			_acomputer _bc _2rdamedia
338			_aonline resource _bcr _2rdacarrier
505	0		_aCover -- 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			_aThis 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			_aDescription based on publisher supplied metadata and other sources.
590			_aElectronic 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	_aRetirement -- Planning.
650		0	_aretirement planning.
650		0	_aretirement plan compliance testing.
650		0	_asocial security.
650		0	_amedicare.
650		0	_aemployer-sponsored plans.
655		4	_aElectronic books.
776	0	8	_iPrint version: _aRobbins, Eric J. _tEssentials of Retirement Planning _dNew York : Business Expert Press,c2014 _z9781631570315
797	2		_aProQuest (Firm)
856	4	0	_uhttps://ebookcentral.proquest.com/lib/orpp/detail.action?docID=1752690 _zClick to View
999			_c38683 _d38683