Retirement for Smarties: Managing the Transition from Accumulation to Payout

The period in mid-life through pre-retirement when the focus is on asset accumulation and investment for growth is widely discussed in newspapers and books. However, this book deals with a different set of issues such as determining future income needs and determining strategies for converting assets into reliable income.

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Words: 6,760
Language: English
ISBN: 9781301171910
About William Jack

William Jack has been providing independent retirement counseling for clients in the Greater Toronto Area since 2004. William is an independent, flat fee for service advisor: He does not sell any financial or investment products and therefore, he is under no pressure to meet sales quotas or generate commission fees through his recommendations. He is single-mindedly committed to serving his clients’ best interests.

William is a Fellow of the Canadian Institute of Actuaries.( He worked as an actuary in the life insurance industry for 35 years, and is well versed in all types of life, health and annuity products, both individual and group. William is also a Certified Financial Planner. ( He is highly qualified to help clients address the financial aspects of retirement planning.

Finances are only one facet of an effective retirement and lifestyle plan. As a Certified Professional Consultant on Aging (, William works with clients to help them anticipate the opportunities and challenges offered by retirement and aging, resulting in a set of informed lifestyle choices that ensure they are well prepared for various life events.

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