TITLE

Beyond the Red Zone: Retirement and Long-Term Care Planning

AUTHOR(S)
Cordell, David M.; Lemoine, Craig
PUB. DATE
May 2008
SOURCE
Journal of Financial Planning;May2008, Vol. 21 Issue 5, p40
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article discusses retirement and long term care planning in relation to the baby boom generation. This generation is coming up on their retirement age and so will be entering what is called the Red Zone. The Red Zone is the period 5 years before and 5 years after retirement. During this time financial planning often focuses on evaluating investment risk and bringing household financial necessities up to date in addition to transitioning a client from the accumulation period to the withdrawal period.
ACCESSION #
31955071

 

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