Teach your clients how to navigate the new retirement

Hepburn, Douglas P.
June 2006
Accounting Today;6/19/2006, Vol. 20 Issue 11, p18
Trade Publication
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.


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