Effective Retirement for Family Business Owner-Managers: Perspectives of Financial Planners, Part II

Tom L., Potts; Schoen, John E.; Loeb, Margery Engel; Hulme, Fred S.
July 2001
Journal of Financial Planning;Jul2001, Vol. 14 Issue 7, p86
Academic Journal
Part II. Discusses the issues which financial planners should address when planning the retirement of family business owner-managers. Financial security of the retirees; Elimination or reduction of business liability exposure; Circumstances that would encourage retiring managers to continue their business.


Related Articles

  • Effective Retirement for Family Business Owner-Managers: Perspectives of Financial Planners, Part I. Potts, Tom L. // Journal of Financial Planning;Jun2001, Vol. 14 Issue 6, p102 

    Part I. Discusses requirements for successful retirement of family business owners-managers. Global significance of family businesses; Issues dealt with in planning for retirement; Role of financial planners in facilitating retirement planning; Key factors necessary for effective retirement;...

  • Suzanne BUSKA. Williams, Daniel D. // Senior Market Advisor;Aug2013, Vol. 14 Issue 8, p27 

    The article features financial advisor Suzanne Buska, of Central-Wisconsin-based Buska Retirement Solutions, a family run business with four generations of Buskas. She has been in the business of helping people with estate planning, retirement income planning and safe money strategies since...

  • The Magnificent Seven. Rattiner, Jeffrey H. // Financial Planning;Nov2003, Vol. 33 Issue 11, p107 

    Presents strategies that financial planners in the U.S. should consider implementing to help clients save taxes. Improved use of the IRC Section 179 deduction; Tips for maximizing retirement contributions; Advantages of hiring family members in a business.

  • RETIREMENT PLANNING. Fitts, Jim // Investment Advisor;Aug2012, Vol. 32 Issue 8, p57 

    The article offers information on family business succession planning. It mentions that succession planning have different elements including goal setting goals for the transition process, creation of a plan, and lifestyle balance for the retired owner in which financial planners play an...

  • The Family Way. Hutcheson, James Olan // Financial Planning;Nov99, Vol. 29 Issue 11, p231 

    No abstract available.

  • Advisers for Family Companies.  // Family Business;Winter2011, Vol. 22 Issue 1, p61 

    A directory of advisers that includes family business centers, professional companies and financial institutions serving family-owned business enterprises worldwide is presented.

  • Retirement Planning For Family Firm Owners. MATTERA, S. GEORGE // National Underwriter / Life & Health Financial Services;3/1/99, Vol. 103 Issue 9, p12 

    Discusses the retirement plans for business owners. Plan design that maximize owner's benefit and minimize costs for his employees; How to design retirement plan for family business; Details on the profit-sharing plan.

  • Retirement Planning For The Family Business Owner. Knapp, David N. // Air Conditioning, Heating & Refrigeration News;7/29/2002, Vol. 216 Issue 13, p18 

    Focuses on the retirement planning for family business owner. Importance on the proper planning for the succession of management; Elaboration on the retirement income needs of the owners and the transfer of ownership to family members; Details of the planning scheme for the business.

  • Back In the Saddle. Estess, Patricia Schiff // Entrepreneur;Jan1999, Vol. 27 Issue 1, p90 

    Gives advice on what should be covered in consulting agreements between the family business founder and his successor. Job description of the business founder; How much time the business founder will commit to the task; How much authority he will have; Compensation to be received.


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics