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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- Spring '10
- Accounting, retirement income, retirement needs, Retirement Needs Analysis, Assets Retirement Needs Analysis, current income sources