Retirement Life Insurance: How Much is Needed to Optimize Retirement Spending

Author:   Steve Heller
Publisher:   De Gruyter
ISBN:  

9781501515125


Pages:   219
Publication Date:   07 November 2017
Recommended Age:   College Graduate Student
Format:   Paperback
Availability:   Manufactured on demand   Availability explained
We will order this item for you from a manufactured on demand supplier.

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Retirement Life Insurance: How Much is Needed to Optimize Retirement Spending


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Author:   Steve Heller
Publisher:   De Gruyter
Imprint:   De Gruyter
Weight:   0.383kg
ISBN:  

9781501515125


ISBN 10:   1501515128
Pages:   219
Publication Date:   07 November 2017
Recommended Age:   College Graduate Student
Audience:   Professional and scholarly ,  Professional & Vocational ,  Professional & Vocational
Format:   Paperback
Publisher's Status:   Active
Availability:   Manufactured on demand   Availability explained
We will order this item for you from a manufactured on demand supplier.

Table of Contents

The problem: Social Security makes up a large part of most retirees income but when one member of a married couple dies, the survivor’s income is severely reduced Genesis of a solution: Starting with the attempt to optimize post-tax retirement income by correct sequencing of withdrawals, and ending with the use of insurance and/or annuities to mitigate early death of one spouse Case studies with spouses having different ages, insurance ratings, assets, income, and Social Security claiming dates Instructions on how to use the retirement analyzer and explain its results

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Steve Heller, President Chrysalis Software, USA

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