Holistic Retirement Planning - Eric Robbins

Holistic Retirement Planning

By Eric Robbins

  • Release Date: 2021-08-17
  • Genre: Personal Finance

Description

This book is designed as a textbook to be used in teaching "Retirement Planning" at Penn State University (World Campus and Behrend Campus). This ebook covers the types of plans, how a plan is installed/terminated, compliance testing, and holistic planning (e.g., Medicare, Social Security, retirement housing considerations, assumptions used in creating a formal financial plan, education planning, etc.).

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