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Buying Time: Trading Your Retirement Savings forIncome and Lifestyle in Your Prime RetirementYears
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  • Wiley

More About This Title Buying Time: Trading Your Retirement Savings forIncome and Lifestyle in Your Prime RetirementYears

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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 advisers 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 through the Knowledge Bureau, and is a frequent speaker at industry conferences. He is also the author of a book for financial advisors, The Structure of Retirement Income.
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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

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"This book unlocks the secrets to a richer, more fulfilling retirement. I highly recommend it."
— Gordon Pape, Author of 6 Steps to $1 Million

"If you expect to retire earlier, live longer, and do more in retirement— while covering off health care costs and inheritance objectives— this book is for you. Daryl Diamond has a delightful and important new message regarding retirement income planning, written especially for boomers and their parents."
— Evelyn Jacks, Bestselling Tax Author and President of the Knowledge Bureau

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