Product Information
ISBN: 978-1-957511-32-0
eISBN: 978-1-957511-33-7
Retirement Planning - 21st Ed.
How does money keep on working when the individual doesn’t?
Everything about money changes with retirement — when the working mindset goes from production to protection. This comprehensive text explains all the ways to make retirement work. How much is needed to retire? Inside are clever rule of thumbs you can put to work in seven seconds or less. How much money is really money in a retirement plan? With this text, you’ll know. How can you save a business owner $40,000, while contributing only $200 for younger employees? Is it better to tax today or during retirement? The answers are inside.
Using real data and ample real-life examples, Retirement Planning guides you through the intricacies of Roth and other IRAs; ISOs, NQSOs, SERPs, ESPPs and 83(b); Social Security; and the difference between pension, profit sharing, 401(k), 457, and all the other retirement plans. If it’s about retirement, it’s inside.
This professional retirement planning perspective services multiple applications:
- In a retirement planning course as part of a comprehensive curriculum in financial planning or financial management
- As a reliable and comprehensive reference for practicing financial professionals
- As the retirement planning component in a Masters In Tax program
- Retirement Planning also meets all of the educational requirements for an Retirement Planning Course in any CFP Board-registered program
Key Features
Comprehensive Curriculum
Reliable Reference
CFP Board Requirements
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