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PPC's Guide to Retirement Planning

PPC's Guide to Retirement Planning

Product Information

  • Frequency of Updates:

    Updated annually
  • Brand:
    Practitioners Publishing

Format

Price

Quantity

Book
2 Volumes
Product Code:
POCP
$375.00

See also the Individual Tax Planning package, which includes the online version of this PPC planning guide.

With 10,000 baby boomers turning age 65 every day, the country's aging population requires in-depth retirement planning to live comfortably while retired and facilitate an orderly transfer of their accumulated wealth. Clients planning for retirement and those already retired have unique financial planning needs and requirements. Accordingly, financial planning for older clients includes a broad range of issues and services.

PPC's Guide to Retirement Planning covers every aspect of retirement planning from cash flow and investments to social security, Medicare, and asset protection. Whether your client is a baby boomer ready to retire or a new college graduate with years to save, this Guide's practical approach, comprehensive guidance, informative examples, and helpful practice aids will enable you and your staff to identify, market, and profitably complete retirement planning engagements.

Some of the many topics discussed in the Guide include:

  • Latest legislation affecting your clients. 
  • Social security claiming strategies with numerous examples and client handouts.
  • Medicare plans with numerous examples and client handouts.
  • Medicaid benefits including federal and state benefits coordination and coordination of benefits with Medicare.
  • Long-term care options and life insurance policy strategies your clients can benefit from.
  • In-plan Roth IRAs and other retirement plan contribution and distribution options.

In addition, numerous data gathering forms, checklists, worksheets, and work programs are included to assist the planner through various retirement planning engagements.

Additional substantive changes and additions are listed on this page under the Related Resources tab.

  • Retirement Planning
    • INTRODUCTORY MATERIAL
    • Chapter 1 A Step-by-step Planning Approach
    • Chapter 2 Cash Flow Planning
    • Chapter 3 Investments
    • Chapter 4 Income Tax Considerations
    • Chapter 5 Social Security Benefits
    • Chapter 6 Retirement Plans
    • Chapter 7 Personal Residence Issues
    • Chapter 8 Planning for Incapacity
    • Chapter 9 Life Insurance and Liquidity
    • Chapter 10 Asset Protection Strategies
    • Chapter 11 Medicare and Other Health Care Funding
    • Chapter 12 Long-term Care and Medicaid Funding
    • Chapter 13 Family Wealth Transfers
    • Chapter 14 Charitable Giving
    • Chapter 15 Professional Standards and Reporting
    • Chapter 16 Marketing Techniques
    • INDEX
      • --A--
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      • --E--
      • --F--
      • --G--
      • --H--
      • --I--
      • --K--
      • --L--
      • --M--
      • --N--
      • --P--
      • --Q--
      • --R--
      • --S--
      • --T--
      • --U--
      • --V--
      • --W--
  • List of Substantive Changes and Additions View

DESCRIPTION

See also the Individual Tax Planning package, which includes the online version of this PPC planning guide.

With 10,000 baby boomers turning age 65 every day, the country's aging population requires in-depth retirement planning to live comfortably while retired and facilitate an orderly transfer of their accumulated wealth. Clients planning for retirement and those already retired have unique financial planning needs and requirements. Accordingly, financial planning for older clients includes a broad range of issues and services.

PPC's Guide to Retirement Planning covers every aspect of retirement planning from cash flow and investments to social security, Medicare, and asset protection. Whether your client is a baby boomer ready to retire or a new college graduate with years to save, this Guide's practical approach, comprehensive guidance, informative examples, and helpful practice aids will enable you and your staff to identify, market, and profitably complete retirement planning engagements.

Some of the many topics discussed in the Guide include:

  • Latest legislation affecting your clients. 
  • Social security claiming strategies with numerous examples and client handouts.
  • Medicare plans with numerous examples and client handouts.
  • Medicaid benefits including federal and state benefits coordination and coordination of benefits with Medicare.
  • Long-term care options and life insurance policy strategies your clients can benefit from.
  • In-plan Roth IRAs and other retirement plan contribution and distribution options.

In addition, numerous data gathering forms, checklists, worksheets, and work programs are included to assist the planner through various retirement planning engagements.

Additional substantive changes and additions are listed on this page under the Related Resources tab.

TABLE OF CONTENT

  • Retirement Planning
    • INTRODUCTORY MATERIAL
    • Chapter 1 A Step-by-step Planning Approach
    • Chapter 2 Cash Flow Planning
    • Chapter 3 Investments
    • Chapter 4 Income Tax Considerations
    • Chapter 5 Social Security Benefits
    • Chapter 6 Retirement Plans
    • Chapter 7 Personal Residence Issues
    • Chapter 8 Planning for Incapacity
    • Chapter 9 Life Insurance and Liquidity
    • Chapter 10 Asset Protection Strategies
    • Chapter 11 Medicare and Other Health Care Funding
    • Chapter 12 Long-term Care and Medicaid Funding
    • Chapter 13 Family Wealth Transfers
    • Chapter 14 Charitable Giving
    • Chapter 15 Professional Standards and Reporting
    • Chapter 16 Marketing Techniques
    • INDEX
      • --A--
      • --B--
      • --C--
      • --D--
      • --E--
      • --F--
      • --G--
      • --H--
      • --I--
      • --K--
      • --L--
      • --M--
      • --N--
      • --P--
      • --Q--
      • --R--
      • --S--
      • --T--
      • --U--
      • --V--
      • --W--

RELATED RESOURCES

  • List of Substantive Changes and Additions View