Frequency of Updates:Annually
Brand:Research Institute of America
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.