Chapter 2_RF - planner A brief discussion of financial...

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Chapter 2 P LANNING FOR R ETIREMENT N EEDS LEARNING OBJECTIVES: A. Have a basic understanding of retirement income needs B. Identify key aspects of retirement needs analysis REVIEW: This chapter discusses planning for retirement income needs. The chapter begins with a summary of income and other financial needs such as estate planning, employee benefits and compensation planning. This chapter then focuses on assessing income needs and resources. Current income sources and assets are discussed, followed by a section on retirement needs analysis. In this section, the authors present a seven step
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Unformatted text preview: planner. A brief discussion of financial needs at retirement follows this, along with a short discussion of retirement funding shortfalls. The chapter closes with an extensive Retirement Planning Asset Worksheet. FEATURED TOPICS: Current Income Sources and Assets Retirement Needs Analysis CFP® CERTIFICATION EXAMINATION TOPIC: Topic 59: Retirement needs analysis KEY WORDS: qualified plan, nonqualified plan, defined contribution plan, defined benefit plan, age weighted plan...
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