Holistic Retirement Planning
From Plan Types to Planning Details
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- USD 29.99
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- USD 29.99
Descripción editorial
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.).