List Books » Buying Time: Trading Your Retirement Savings for Income and Lifestyle in Your Prime Retirement Years
Authors: Daryl Diamond
ISBN-13: 9780470832851, ISBN-10: 0470832851
Format: Paperback
Publisher: Wiley, John & Sons, Incorporated
Date Published: April 2003
Edition: (Non-applicable)
Daryl Diamond is a recognized leader in the financial services industry. His practice, Diamond retirement Planning Ltd., focuses on advising pre-retirement and retirement clients on the income structures, investment strategies, and estate conservation issues that are unique to that group. He is also active in educating both advisors and their clients on retirement planning. He runs two seminar programs, Prime Approach and PlanSmart, across Canada. Daryl develops educational materials for financial services clients, and is a frequent speaker at industry conferences. He has also created a training program for financial advisors on retirement income planning, called Maximum Income Strategies.
DO EVERYTHING YOU WANT, AND STILL COVER EVERYTHING YOU NEED, IN RETIREMENT.
Buying Time begins where most other retirement books end. Instead of covering how to accumulate money for your retirement, it gives you direction from that point forward-how to draw upon your assets most efficiently to create the income you will need throughout retirement. It provides an integrated approach to planning your income in retirement, so that you can do everything you want and still cover everything you need.
Buying Time will help you to make better use of your resources, and make the best of your prime retirement years.
Buying Time offers practical, proven strategies that readers can apply at every stage of retirement, from the "golden years' to the "olden years."
Chapter 1: Fundamentals of the Prime Approach
Part Two: The Four Planning Controls
Chapter 2: The Structural Plan
Section 1: Government Retirement Benefits
Section 2: Pension Plans and Locked-In Accounts
Section 3: Registered Retirement Savings Plans (RRSPs) and Registered Retirement Income Funds (RRIFs)
Section 4: Non-Registered (Open) Assets
Chapter 3: The Investment Portfolio
Chapter 4: Health-Risk Management
Chapter 5: Wealth Transfer
Part Three: Putting the Prime Approach to Work
Chapter 6: Conclusion
Author Contact and Workshop Information