Planners Find Success with Retirement Income Strategies

Schulaka, Carly
December 2010
Journal of Financial Planning;Dec2010, Vol. 23 Issue 12, p28
Academic Journal
The article notes on the increase in demand for retirement income planning in the U.S. It emphasizes that financial planners have no changes in their client's retirement plans but noted that the increase may be influenced by the near retirement of baby boomers and a shift of attitude. It notes the strategies for income distribution proposed by finance planners including Social Security, essential versus discretionary income approach, and systematic withdrawal.


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