Buying Time: Trading Your Retirement Savings for Income and Lifestyle in Your Prime Retirement Years, Second Edition
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More About This Title Buying Time: Trading Your Retirement Savings for Income and Lifestyle in Your Prime Retirement Years, Second Edition
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Daryl Diamond is a recognized leader in the financial services industry. His practice, Diamond retirement Planning Ltd., focuses on advising pre-retirement and retirement clients on the income structures, investment strategies, and estate conservation issues that are unique to that group. He is also active in educating both advisors and their clients on retirement planning. He runs two seminar programs, Prime Approach and PlanSmart, across Canada. Daryl develops educational materials for financial services clients, and is a frequent speaker at industry conferences. He has also created a training program for financial advisors on retirement income planning, called Maximum Income Strategies.
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Part One: In Preparation
Chapter 1: Fundamentals of the Prime Approach
Part Two: The Four Planning Controls
Chapter 2: The Structural Plan
Section 1: Government Retirement Benefits
Section 2: Pension Plans and Locked-In Accounts
Section 3: Registered Retirement Savings Plans (RRSPs) and Registered Retirement Income Funds (RRIFs)
Section 4: Non-Registered (Open) Assets
Chapter 3: The Investment Portfolio
Chapter 4: Health-Risk Management
Chapter 5: Wealth Transfer
Part Three: Putting the Prime Approach to Work
Chapter 6: Conclusion
Author Contact and Workshop Information
