A 6-Step Retirement Income Strategy for Mid-Market Clients
Mar 18, 2010
/
By Betty Meredith, CFA, CFP, CRC and Kevin S. Seibert, CFP, CRC, CEBS
Building a retirement plan is far different from creating a standard financial plan. Not only do you have to extrapolate your client's needs for the next 20 to 30 years, but you also have to convert assets, allocate income, and optimize taxes. Here's a six-step guide to systematically building retirement plans for middle-income clients.