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.

Categories
Recent Insights
-
Navigating Portfolio Volatility: A Lesson from 35,000 Feet
I’ve used this analogy before, but a recent experience brought it back to life—so vividly, I had to share it again. I was flying to Phoenix for business when the captain came on the speaker to apologize for the delay in cabin service. “For the next 100 miles or so,” he said, “we’ll likely experience…
-
The Real Cost of Club Volleyball: What Parents Need to Know
Club volleyball has become a cornerstone of youth sports in many communities across the United States. For young athletes, club volleyball offers a pathway to advanced training, competition, and potentially college scholarships. However, behind the promise of skill development and opportunities lies a significant financial commitment that parents must navigate. Let’s delve into the finance…
-
Why You Should Value Working for a Company That Offers Retirement Benefits
Not too long ago, I had a conversation with a business owner who surveyed employees about what they valued most in their compensation package. The list included healthcare, 401(k) benefits, and work-from-home flexibility. Surprisingly, the 401(k) plan didn’t come out on top. While this might seem understandable, especially for younger employees who have more pressing…
-
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…
-
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.