The Tools & Techniques of Investment Planning, 5th Edition

Details

The Tools & Techniques of Investment Planning, 5th Edition is an easy-to-read desktop companion for financial planning practitioners. It demystifies the process of investing by providing practical insights into the strengths and weaknesses of different investment approaches and asset classes, and highlights strategies for managing portfolios in the contemporary investment climate.

This book emphasizes not only perspective, but also how to apply investment theory to support unique client objectives, and to assign investments based on the financial risk reward continuum and any client's appetite for risk.

This must-have resource includes:

Detailed descriptions of complex investment products and strategies
Easy-to-read explanations of how various investment products work and when they should and should not be employed
Clear, thorough examples showing exactly how various investment products and strategies generate income and gains in volume, and how these gains can be incorporated into investment strategies to meet specific real-world goals
Comprehensive explanation of investment-related tax concepts, enabling investors and planners to devise tax-efficient strategies in conjunction with client's tax and legal professionals
Thoughtful, independent advice about the best products and strategies for specific situations

What's New in this Edition

The latest tax changes associated with SECURE Act 2.0, the SECURE Act and the Tax Cuts and Jobs Act, including the tax and beneficiary rule changes and how those changes apply to the investment activities of individuals, trusts, estates, and IRA beneficiaries.
Tax and planning updates under SECURE Act and SECURE Act 2.0, in particular changes on IRA beneficiary planning strategies that were removed.
New content around Portfolio Management Strategies, including Environmental, Social, and Governance Investing, as well as Market Cycles, Sector Rotation investing, and Core-Satellite approaches.
Tax rate, capital gain, and tax structure updates with 2024 numbers.
Updated and enhanced examples provide real-world investment scenarios that help readers to understand how investment performance is achieved and monitored.

Additional Information

Additional Information
SKU	2730005B
Publication Date	April 22, 2024
ISBN	978-1-58852-858-2
Page Count	634
Author	Stephan R. Leimberg, Michael P. Daly and Todd J. Mulligan
Edition	5th

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Table Of Contents

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Author Info

Stephan R. Leimberg

Stephan R. Leimberg is CEO of LISI, Leimberg Information Services, Inc., at leimbergservices.com, a provider of e-mail/internet news and commentary for professionals on recent cases, rulings, and legislation; CEO of Leimberg and LeClair, Inc., an estate and financial planning software company; and President of Leimberg Associates, Inc., a publishing and software company in Bryn Mawr, Pennsylvania at leimberg.com.

Leimberg is the author of numerous books on estate, financial, and employee benefit and retirement planning and a nationally known speaker. Leimberg is the creator and/or principal author of the entire nine book Tools & Techniques series including The Tools & Techniques of Estate Planning, The Tools & Techniques of Financial Planning, The Tools & Techniques of Employee Benefit and Retirement Planning, The Tools & Techniques of Life Insurance Planning, The Tools & Techniques of Charitable Planning, The Tools & Techniques of Income Tax Planning, The Tools & Techniques of Investment Planning, The Tools & Techniques of Risk Management, and The Tools & Techniques of Practice Management. Leimberg is co-author, with noted attorney Howard Zaritsky, of Tax Planning with Life Insurance, The Book of Trusts with attorneys Charles K. Plotnick and Daniel Evans, and How to Settle an Estate with Charles K. Plotnick, and The Buy-Sell Handbook.

Leimberg is creator or co-creator of many software packages for the financial services professional including NumberCruncher (estate planning), IRS Factors Calculator (actuarial computations), Financial Analyzer II, Estate Planning Quickview (Estate Planning Flow Charts), Toward a Zero Estate Tax (PowerPoint Estate Planning Client Seminar), Gifts That Give, Gifts That Give Back (Powerpoint Client Charitable Planning Seminar), and Long-Term Care (Powerpoint Client Seminar).

A nationally known speaker, Leimberg has addressed the Miami (Heckerling) Estate Planning Institute, the NYU Tax Institute, the Notre Dame Law School and Duke University Law School’s Estate Planning Conference, The American Bar Association Planning Techniques for Large Estate and Sophisticated Planning Techniques courses of study, the National Association of Estate Planners and Councils, and the AICPA’s National Estate Planning Forum. Leimberg has also spoken to the Federal Bureau of Investigation, and the National Aeronautics and Space Administration.

Leimberg, a 2004 recipient of the National Association of Estate Planners and Councils Distinguished Accredited Estate Planner award, was named 1998 Edward N. Polisher Lecturer of the Dickinson School of Law, and was awarded the Excellence in Writing Award of the American Bar Association’s Probate and Property Section. He has been honored as Estate Planner of the Year by the Montgomery County Estate Planning Council and as Distinguished Estate Planner by the Philadelphia Estate Planning Council. He is also recipient of the President’s Cup of the Philadelphia Life Underwriters, a three time Boris Todorovitch Lecturer, and the first Ben Feldman Lecturer.

Michael P. Daly

Todd J. Mulligan