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Retirement and estate planning for those who have previously planned

Article Abstract:

The author discusses estate planning issues or techniques which may be relevant for persons who already have estate plans in place. Uses of partnerships, family limited partnerships, Roth IRAs, and choice of IRA beneficiaries are discussed.

Author: Wright, W. Donald
Publisher: Society of Financial Service Professionals
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 1998
Estate Planning, Methods

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An individual-accounts system coordinated with social security: an overwhelming administrative mess

Article Abstract:

The author discusses the administrative difficulties of creating and managing a retirement income system which combines social security with individual accounts.

Author: Myers, Robert J.
Publisher: Society of Financial Service Professionals
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 2001
Investments, Social security

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A model of savings behavior and the amount saved in retirement accounts

Article Abstract:

The authors examine variables affecting retirement savings behavior using the 1998 Survey of Consumer Finances savings behavior model.

Author: DeVaney, Sharon A., Chien, Yi-Wen
Publisher: Society of Financial Service Professionals
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 2001
Models, Analysis, Savings, Consumer behavior

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Subjects list: United States, Management, Retirement income
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