A graphical approach to retirement and estate planning

Article Abstract:

The authors present a technique for use by estate or financial planners which incorporates graphic illustrations depicting and measuring retirement and estate planning indicators. This technique is beneficial for organizing ideas and for informing clients.

Methods, Usage, Graphic methods

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Shifting paradigms on retirement distribution planning

Article Abstract:

The author outlines the shift by Americans away from pension plans and toward 401(k) plans and individual retirement accounts. New methods of retirement and estate tax planning are discussed, along with the change in focus from assets to income.

Distribution, Retirement income

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Retirement planning for baby boomers: the role of long-term care insurance

Article Abstract:

The author discusses the benefits of long-term care health insurance as a means to protect retirement savings, particularly for members of the baby boom generation.

Planning, Savings, Protection and preservation, Long-term care insurance, Long term care insurance

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