Jan 31, 2017

Book mention: Retirement Income Redesigned: Master Plans for Distribution -- An Adviser's Guide

Retirement Income Redesigned: Master Plans for Distribution -- An Adviser's Guide for Funding Boomers' Best Years Hardcover – April 1, 2006
by Harold Evensky  (Editor), Deena B. Katz (Editor), Walter Updegrave (Foreword)


I had a chance to plow through this recently.  2006 already seems like long ago but the issues are still fresh.  This is not a review just a mention.  I am mentioning it because I have read about a million finance books and quite a few on retirement.  Mass market books on retirement all kinda look the same and their table of contents are more or less interchangeable.  This one is different and I liked it.  It is targeted to advisers and it shows. The book is less of a book and more of an anthology of essays by leading practitioners and researchers on a wide array of important topics related to solving the almost unsolvable retirement problem.  And they don't shy away from hard topics and quantitative analysis, which I appreciate.  Contributors include: William Bengen, Laurence Booth, Joel Bruckenstein, Rick Carey, April Caudil, Harold Evensky, Matthew Greenwald, Michael Henkel, Roger Ibbotsen, Deena Katz , Moshe Milevsky, Jim Otar, and others.  Worth a look for non-advisors that like a deep dive.  You'll come away with a pretty good appreciation of how hard the problem really is. 


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