Retirement Income Redesigned: Master Plans for Distribution — An Adviser’s Guide for Funding Boomers’ Best Years
Clients nearing retirement have some significant challenges to face. And so do their advisers. They can expect to live far longer after they retire. And the problems they expect their advisers to solve are far more complex. The traditional sources of retirement income may be shriveling, but boomers don’t intend to downsize their plans. Instead, they’re redefining what it means to be retired―as well as what they require of financial advisers. Planners who aren’t prepared will be left behind. Those who are will step up to some lucrative and challenging work.
To help get the work done, Harold Evensky and Deena Katz―both veteran problem solvers―have tapped the talents of a range of experts whose breakthrough thinking offers solutions to even the thorniest issues in retirement income planning:
- Sustainable withdrawals
- Longevity risk
- Eliminating luck as a factor in planning
- Immediate annuities, reverse mortgages, and viatical and life settlements
- Strategies for increasing retirement cash flow
In Retirement Income Redesigned, the most respected names in the industry discuss these issues and a range of others.
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Recent Insights
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Smart Financial Planning for the Sandwich Generation
Introduction: Balancing Family and Finances Managing the financial needs of growing children and aging parents while planning for your own future can feel overwhelming. This dual responsibility is the hallmark of the Sandwich Generation, a group navigating complex financial obligations spanning multiple generations. With thoughtful planning, it’s possible to balance these demands without compromising your…
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Talk Your Chart | Dividends, AI Investments, and Economic Splits | Episode 66
In this episode of Talk Your Chart, Brett and Marcos dive into the world of financial insights, discussing timely topics such as dividends outpacing inflation, the surging investments in AI, and the implications of foreign ownership in U.S. stocks. Don’t miss this engaging analysis with actionable takeaways! Charts available for download here.
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Understanding Backdoor Roth and Mega Backdoor Roth Strategies
Maximizing Your Retirement Savings: What High Earners Need to Know For employees aiming to optimize their retirement savings—especially those with higher incomes—traditional contribution methods may not always be enough. This is where advanced strategies like the Backdoor Roth IRA and Mega Backdoor Roth come into play. These options provide a way to grow tax-free retirement…
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Secure Your Legacy: Why Naming a Beneficiary for Your 401(k) Matters
When you participate in a 401(k) plan, you’re taking a significant step toward securing your financial future. But there’s an equally important, often overlooked, aspect of managing your plan: naming a beneficiary. This simple action ensures your loved ones are protected and minimizes complications if the unexpected happens. Here’s why it matters for both you…
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A Memo from our Chief Investment Officer | March 2025
Market headlines can be overwhelming, especially in times of uncertainty. At Evensky & Katz / Foldes, we understand that economic shifts, policy changes, and market fluctuations can trigger real concerns about your financial future. In the letter below, our Chief Investment Officer, Lane Jones, shares insights on the current market environment, the impact of recent…
