Retirement Planning
The Australian Financial Planning Handbook is the authoritative source of information on a range of financial planning issues. Chapter 14 focuses on retirement planning.
This chapter:
- enables advisers to project the level of savings required to satisfy a client's lifestyle expectations and goals in retirement;
- assists advisers to develop a retirement plan with a client, managing the transition to the retirement income phase; and
- maps out basic estate planning strategies to consider when establishing a retirement income.