TITLE

Teach your clients how to navigate the new retirement

AUTHOR(S)
Hepburn, Douglas P.
PUB. DATE
June 2006
SOURCE
Accounting Today;6/19/2006, Vol. 20 Issue 11, p18
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
The article encourages employees planning to retire in the U.S. to consider multifaceted strategies for retirement planning, given the changes in the old defined-benefit plans. First, it discusses the changes in retirement planning, such as the fact that asset allocation shifted from equities to fixed-income securities, reducing volatility and producing additional income needed. Then it discusses the steps in planning, which starts with understanding the client's vision of what retirement should be like.
ACCESSION #
21334263

 

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