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YOUR RETIREMENT INCOME BLUEPRINT：A SIX-STEP PLAN TO DESIGN AND BUILD A SECURE RETIREMENT
商品資訊
ISBN13：9781118087527
出版社：JOHN WILEY & SONS;LTD
作者：DIAMOND
出版日：2011/04/11
裝訂／頁數：平裝／256頁
規格：22.9cm*15.2cm*1.9cm (高/寬/厚)
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商品簡介
As more and more Canadian boomers are approaching retirement, the transition from accumulating assets in their working years to creating a reliable stream of income in retirement is becoming a top-priority issue for a huge segment of the population. Your Retirement Income Blueprint is an antidote for Canadians who are generally ineptly advised, under-serviced, and over-charged by advisors on planning retirement income. Based on the author's specialized experience in retirement income planning, this book will help readers to work through the many stages of their retirement and adapt their income plans to account for constantly changing health and family issues. The book will help you to:
- Combine government and personal sources of income most efficiently
- Determine which assets to use first and which to defer
- Preserve government benefits and entitlements that are in many cases needlessly wasted or lost
- Create results that are more survivor- and estate-friendly than traditional approaches
- Greatly reduce taxes on retirement income and to the aggregate estate.
Your Retirement Income Blueprint lays out a six-step process for "taking apart" accumulated assets, making the most out of what you have taken a lifetime to save, and creating an income that lasts as long as you do.
作者簡介
Daryl Diamond is a recognized leader in the financial services industry. His practice, Diamond Retirement Planning Ltd., focuses on advising pre-retirement and retirement clients on the income structures, investment strategies, and estate conservation issues that are unique to those groups. He is active in educating advisors and their clients on retirement planning. He runs seminar programs and has designed training programs for three large Canadian financial institutions-Standard Life, Dynamic Mutual Funds, and the Royal Bank-to educate advisors on retirement income planning.
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