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Retirement Planning: Tax and Financial Strategies

Retirement Planning: Tax and Financial Strategies

Product Information




One-year subscription, includes all updates.
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Retirement Planning: Tax & Financial Strategies provides comprehensive, integrated coverage of all the fundamental questions regarding tax planning for retirement.

Supplemented with the latest legislative, judicial and administrative developments, and taking into account a broad spectrum of circumstances and special issues, this guide provides coverage for:

  • Qualified plan lump sum distributions and periodic payments and rollovers
  • Stock options and stock bonus plans
  • Social Security and healthcare benefits
  • Income tax and estate planning changes at retirement

Avoid practitioner liability as you design consummate plans that provide for your clients' carefree enjoyment of their retirement.