Essentials of retirement planning : (Record no. 197951)

MARC details
000 -LEADER
fixed length control field 04441nam a2200505 i 4500
001 - CONTROL NUMBER
control field ebr10910525
003 - CONTROL NUMBER IDENTIFIER
control field CaPaEBR
005 - DATE AND TIME OF LATEST TRANSACTION
control field 20180830115349.0
006 - FIXED-LENGTH DATA ELEMENTS--ADDITIONAL MATERIAL CHARACTERISTICS
fixed length control field m eo d
007 - PHYSICAL DESCRIPTION FIXED FIELD--GENERAL INFORMATION
fixed length control field cr cn |||m|||a
008 - FIXED-LENGTH DATA ELEMENTS--GENERAL INFORMATION
fixed length control field 140821s2014 nyu foab 001 0 eng d
020 ## - INTERNATIONAL STANDARD BOOK NUMBER
Canceled/invalid ISBN 9781631570315
Qualifying information paperback
020 ## - INTERNATIONAL STANDARD BOOK NUMBER
International Standard Book Number 9781631570322
Qualifying information e-book
040 ## - CATALOGING SOURCE
Original cataloging agency CaBNVSL
Language of cataloging eng
Description conventions rda
Transcribing agency CaBNVSL
Modifying agency CaBNVSL
035 ## - SYSTEM CONTROL NUMBER
System control number (OCoLC)888415273
050 #4 - LIBRARY OF CONGRESS CALL NUMBER
Classification number HQ1062
Item number .R634 2014
082 04 - DEWEY DECIMAL CLASSIFICATION NUMBER
Classification number 646.79
Edition number 23
100 1# - MAIN ENTRY--PERSONAL NAME
Personal name Robbins, Eric J.,
Relator term author.
245 10 - TITLE STATEMENT
Title Essentials of retirement planning :
Remainder of title a holistic review of personal retirement planning issues and employer-sponsored plans /
Statement of responsibility, etc. Eric J. Robbins.
250 ## - EDITION STATEMENT
Edition statement First edition.
264 #1 - PRODUCTION, PUBLICATION, DISTRIBUTION, MANUFACTURE, AND COPYRIGHT NOTICE
Place of production, publication, distribution, manufacture New York, New York (222 East 46th Street, New York, NY 10017) :
Name of producer, publisher, distributor, manufacturer Business Expert Press,
Date of production, publication, distribution, manufacture, or copyright notice 2014.
300 ## - PHYSICAL DESCRIPTION
Extent 1 online resource (x, 310 pages)
336 ## - CONTENT TYPE
Content type term text
Source rdacontent
337 ## - MEDIA TYPE
Media type term computer
Source rdamedia
338 ## - CARRIER TYPE
Carrier type term online resource
Source rdacarrier
490 1# - SERIES STATEMENT
Series statement Finance and financial management collection,
International Standard Serial Number 2331-0057
500 ## - GENERAL NOTE
General note Part of: 2014 digital library.
504 ## - BIBLIOGRAPHY, ETC. NOTE
Bibliography, etc. note Includes bibliographical references (pages 297-302) and index.
505 0# - FORMATTED CONTENTS NOTE
Formatted contents note Part I. Retirement plan overview -- Chapter 1. Crisis of financial unawareness and a 30,000-foot view -- Chapter 2. The retirement landscape -- Chapter 3. Initial concerns in retirement planning -- Chapter 4. Defined benefit plan types and money purchase pension plans -- Chapter 5. The world of defined contribution plans -- Chapter 6. Plans for small businesses and nonprofits -- Part II. Retirement plan design -- Chapter 7. Coverage, eligibility, and participation rules -- Chapter 8. Designing benefit offerings -- Chapter 9. Plan loans, vesting, and retirement age selection -- Chapter 10. Death and disability planning -- Chapter 11. Plan funding and investing -- Chapter 12. Fiduciary responsibility -- Part III. Retirement plan administration -- Chapter 13. Plan installation and administration -- Chapter 14. Plan terminations -- Part IV. Special plan types -- Chapter 15. Nonqualified deferred compensation plans -- Chapter 16. Equity-based compensation -- Chapter 17. Introduction to IRAs -- Chapter 18. IRAs in depth -- Part V. Comprehensive retirement planning -- Chapter 19. A holistic view of retirement planning -- Chapter 20. Social security -- Chapter 21. Retirement needs analysis -- Chapter 22. Housing, medicare, and long-term care concerns -- Chapter 23. Retirement distribution planning -- Chapter 24. Managing distribution options -- Appendix -- Notes -- References -- Index.
506 1# - RESTRICTIONS ON ACCESS NOTE
Terms governing access Access restricted to authorized users and institutions.
520 3# - SUMMARY, ETC.
Summary, etc. 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. In this instance, 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 guide how different retirement savings vehicles function and how they can be effectively deployed. Many financial professionals find that their clients ask questions about all aspects of their financial life. For this reason, 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.
530 ## - ADDITIONAL PHYSICAL FORM AVAILABLE NOTE
Additional physical form available note Also available in print.
538 ## - SYSTEM DETAILS NOTE
System details note System requirements: Adobe Acrobat reader.
538 ## - SYSTEM DETAILS NOTE
System details note Mode of access: World Wide Web.
588 ## - SOURCE OF DESCRIPTION NOTE
Source of description note Title from PDF title page (viewed on August 21, 2014).
650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM
Topical term or geographic name entry element Retirement
General subdivision Planning.
653 ## - INDEX TERM--UNCONTROLLED
Uncontrolled term retirement planning
653 ## - INDEX TERM--UNCONTROLLED
Uncontrolled term retirement plan compliance testing
653 ## - INDEX TERM--UNCONTROLLED
Uncontrolled term social security
653 ## - INDEX TERM--UNCONTROLLED
Uncontrolled term medicare
653 ## - INDEX TERM--UNCONTROLLED
Uncontrolled term employer-sponsored plans
776 08 - ADDITIONAL PHYSICAL FORM ENTRY
Relationship information Print version:
International Standard Book Number 9781631570315
830 #0 - SERIES ADDED ENTRY--UNIFORM TITLE
Uniform title Finance and financial management collection.
International Standard Serial Number 2331-0057
830 #0 - SERIES ADDED ENTRY--UNIFORM TITLE
Uniform title 2014 digital library.
856 40 - ELECTRONIC LOCATION AND ACCESS
Uniform Resource Identifier <a href="http://site.ebrary.com/lib/daystar/Doc?id=10910525">http://site.ebrary.com/lib/daystar/Doc?id=10910525</a>
Public note An electronic book accessible through the World Wide Web; click to view

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