Page 187 - Ready Set Retire
P. 187
income plan, 18, 33, 34, 69, Ready. Set. Retire!
72, 73, 74, 75, 173
income planning, 32, 35, investment advisors, 21
36, 39, 56, 98, 99, 100, investment fund, 153
106, 110 investment models, 81
income planning success, investment-grade bonds,
106
income rider, 128 158
index annuities, 133, 135, investors, 47, 134
136 IRA, 133
index annuity sales abuses, IRAs, 170
135 Jane Bryant Quinn, 130
index fund, 81, 87 John Biggs, 130
indexed fund, 72, 82, 83 joint payout, 43
inefficient, 71, 82 laddered or staggered
inflation, 97, 100, 102, 111,
164 bonds, 63
insurance, 26, 99, 124, 125, Last Things First, 110, 114,
126, 127, 128, 132, 133,
136, 137, 141, 142, 145, 120, 121, 122
151, 156, 157, 158, 159, Law of Large Numbers,
160, 161, 162, 163, 169,
170, 171, 172 115, 137
insurance company, 125, laws of physics, 98
128, 132, 141, 142, 169, Legal Reserve System, 156,
170, 172
insurance departments of 157, 161, 163
each state, 159 legal responsibility, 26
interest rates, 58, 59, 60, leverage, 64, 117, 118
153 liabilities to capital
interest rates and bonds,
57, 58, 62, 63, 66 Bank lending ratios, 157
investment, 21, 22, 23, 124, life expectancy, 64, 115,
130, 131, 132, 133, 134,
153, 154 116, 117, 118, 120, 122,
Investment Advisor 139, 140, 141
Representative, 21 life span, 99, 140
lifespan, 36, 40, 44
lifetime income, 27, 73,
117, 119, 147, 148
lifetime payouts, 147
liquid, 164
liquidity, 148, 164, 167, 170
long life, 139, 140
Lost Decade, 149, 171
Madoff, 150
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