Guide to Practical Retirement Planning - 4th Edition
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Guide to Practical Retirement Planning - 4th Edition

1 year ago · 2.3 MB Download



The first section of the guide lays the proper foundation for understanding the science of retirement planning. It explores:

  • The foundations of several assumptions you make with clients,

  • Helps to identify and address the risks to their retirement plan,

  • Highlights the most important research on safe withdrawal rates,

  • Clarifies the limitations of these studies, and

  • You learn how to apply them to your client's situation.

The second section includes the art of retirement planning. Here, you will travel through saving

Download the retirement planning guide

File name: retirement-planning-guide.pdf

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