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Retirement Planning

Retirement Planning

Planning for Retirement Needs


Jamie Hopkins

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

Making Retirement Secure


Kenn Beam Tacchino

An anthology of the latest thinking in retirement planning. Presents cutting-edge discussions on concepts like "Retirement RisQuotient," decumulation strategies, longevity annuities, planning for RMDs, rethinking the Social Security date, and more. These concepts are complemented by a series of video roundtable conversations from the authors and leading experts in the field.

1st edition, ©2008

Price: $20

Item Code: MONO-4

Foundations of Retirement Planning


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