Retirement Planning

Retirement Planning

Planning for Retirement Needs

Author

Jamie Hopkins
David A. Littell

Focuses on retirement planning for the business, the business owner, and the individual. Covers qualified plans, nonqualified plans, and IRAs; the second part deals with retirement needs for individual clients. Emphasizes the practical knowledge needed for choosing the best retirement plan and designing a plan that will meet a client's needs. Discusses personal retirement planning and retirement distribution planning.

14th edition, ©2017

Price: $120

Item Code: HS326-14

Foundations of Retirement Planning

Author

Allen McLellan

Guides professionals in examining the retirement planning process, fact finding, methods of analyzing facts, retirement planning software and sales tracking. Discusses the role of Social Security, Medicare, Medicaid and tax policies in retirement planning and the suitability of various accumulation vehicles, such as stocks, bonds, mutual funds, life insurance and annuities for retirement planning. Explains how retirement planning creates estate planning needs and addresses payout options, spousal benefits and investment strategies.

3rd Edition, 2014

Price: $65

Item Code: FA261-3