What Is A Retirement Plan Specialist?

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   Steve Savant

   Syndicated Financial Columnist, Host of the weekly talk show Steve Savant's Money, the Name of the Game, Scottsdale Arizona

   There are financial advisers and insurance professionals who hold themselves out as retirement specialists. Retirement planning is a very broad area. Those who are specialists must be well acquainted with qualified and non-qualified retirement plans, Social Security, Medicare, Medicaid and long term care assisted living options. They also need a good understanding of taxes and life expectancy tables to formulate a retirement model.

   Answered on September 6, 2013

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