This book provides a desktop reference of glossary terms and key best practices to complement the RMA Curriculum Book, which provides an advanced education combining a scientifically-based and practitioner-developed, retirement-income planning curriculum in support of earning the Retirement Management Analyst (RMA) designation. The RMA designation, created by the Retirement Income Industry Association (RIIA), is a rigorous educational and ethics training that focuses on building the retirement plan to mitigate risks and to master the retirement-planning advisory process. Financial...