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Retirement Portfolios

Retirement Portfolios

Автор: Michael J. Zwecher, 282 стр., ISBN: 9780470556818

"Mike Zwecher?s new book expands on an important approach to building retirement portfolios that is being integrated into RIIA?s Retirement Management Analyst (RMA) curriculum. Retirement Portfolios is an important book that you can use here and now. It is required reading and an important piece of the RMA curriculum." —Francois Gadenne, Chairman and Executive Director, Retirement Income Industry Association (RIIA) "The approach to successfully managing assets for retirees and near retirees is a much different endeavor than the traditional approach used for wealth accumulation purposes. Mike Zwecher lays out a thoughtful and practical process that all baby boomers and their financial advisers should read." —John Carl, President, Retirement Learning Center "Retirement planning in the post–2008 world requires a new thinking. It requires new ways of approaching a client?s cash flow and balance sheet, new ways of assessing a client?s retirement risks, new...
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