This review of various retirement planning strategies looks at issues to address in developing a plan, such as the limits of Social Security, the effects of inflation and the need to take advantage of both employer-sponsored and individually funded retirement plans. It offers advisors a cost-effective way to build client relationships and increase awareness of how they can be of service in preparing a comprehensive plan tailored to an individual’s unique needs.

Membership organizations can use this guide as an incentive for joining or renewing, and nonprofits can use it to thank donors for their support. Employers will find it an effective way to inform employees and retirees about this important subject.