書名: 全方位退休理財與保險規劃. 2023年版 (1版)
作者: 王儷玲, 黃泓智, 楊曉文, 彭金隆作
版次: 1
ISBN: 9789863992523
出版社: 台灣金融研訓院
出版日期: 2023/06
#會計與財務
#金融市場與機構
定價: 800
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簡介 2023年全新改版!本書分析台灣高齡化趨勢、長壽風險影響、政府退休金與老人醫療長照制度外,也進一步說明退休理財規劃、資產配置及金融市場相關商品等專業知識。再以個案分析方式,針對退休理財與保障規畫之流程,進行解說及實際試算操作,兼具理論與市場實務需求,搭配退休理財規劃顧問(RFA)課程使用或自習研讀皆適宜。 目錄 Ch1 高齡社會人口趨勢與長壽風險 Ch2 退休金制度與退休基礎原則 Ch3 勞工退休制度與員工福利 Ch4 軍公教退休制度 Ch5 台灣年金制度改革現況與未來方向 Ch6 老人醫療與長期照護制度 Ch7 退休需求分析與計算 Ch8 退休理財資產配置 Ch9 非保險類退休理財商品介紹 CH10 保險類退休理財商品介紹 CH11 長壽風險與保險規劃 CH12 代際資產移轉及稅務規劃 Case Study 退休理財個案分析實務與報告 附錄

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