Product Details

Author: R. George Martorana Copyright: 2013 Product Number: 7273

A workbook for employees that provides step-by-step guidelines for deciding between a regular pension and a joint and survivor pension. Income and expense worksheets will help the user evaluate how much money is needed for retirement. Tables on life expectancy and the lump-sum values of a regular pension are handy tools that will also help with the decision-making process.

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Keywords: retirement|pensions|ERISA|life expectancy|joint and survivor pension|pop-up option|lump-sum values|worksheets|unmarried|Retirement Equity Act|planning|wills|health status|health histories|financial advisor|estate planning|assets|life insurance|marketable investments|annual disbursements

Pricing

  • Member-US: US$12.00
  • Non-Member-US: US$16.00
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