Chapter 1: Introduction to Retirement Planning

01.Core Concepts

Provides an essential understanding of how to calculate retirement needs, qualified plans, other tax advantaged plans, Social Security and much much more…. • This textbook is a great learning tool and resource for those who plan to practice as a financial planner, as well as those who are interested in retiring before age 75. • The concepts in this book do not "go out of style.” As such, the book will be a great resource in your library for years to come!