Free ebook Essentials of Retirement Planning download



This book provides the quintessential
information needed to understand the financial side of the
retirement planning coin. You’ll begin by learning about
the various plan types employers may offer their employees.
Topics related to compliance testing will be thoroughly
discussed as well as strategies used to legally shift benefits
in favor of highly compensated employees
(HCEs).
However, some employers do not sponsor a plan; and
when this happens, retirement savers will need to understand
the options available within the world of individual
retirement accounts (IRAs). This book is not intended to
provide investment advice, but rather to explore how different
retirement savings vehicles function and how they
can be effectively deployed.
This book also discusses non-investment-related
topics such as housing options, Social Security planning,
Medicare planning, and a few other basic insurance-based
issues faced by all retirees.



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