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Tools & Techniques of Employee Benefit & Retirement Planning covers complex tax rules that experienced practitioners need—in simple language that makes the book ideal for students and for new advisors too. No more complicated instructions from multiple resources! Discover succinct solutions to one of the most challenging planning areas—pinpoint the best strategies for unique client needs all under this one book cover.
Leimberg’s topic-specific sections and every-day language will translate into real-world intelligence. Discover cost-effective approaches to reaching common employer objectives. Gain coverage on more than 50 employee benefits plans that apply to all company sizes. Finally understand how to distinguish the advantages/disadvantages while staying abreast of what’s new in your industry—benefiting your practice and the clients you serve.
- EGTRAA pension provisions made permanent
- Direct retirement plan transfers into Roth IRAs
- Eligible Investment Advice Arrangements allowed
- New deduction limits for combination DB and DC plans
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Auto-enrollment into 401(k) plans permitted
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Tax Relief and Health Care Act of 2006
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Contribution limits for HSAs expanded
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Rollovers from HRAs and Health FSAs to HSAs
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Funding annual contributions to HSAs with IRA transfers
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Final Section 409A regulations
TESTIMONIALS:
“My perennial
favorite, the Tools and Techniques of Employee Benefit and
Retirement Planning provides clear, correct, current information
in a digestible format that is conducive to the learning process.
We can emphasize those Chapters that have most relevance, and
de-emphasize areas that we feel are beyond the scope of our major
objectives.”
James M. Knaus, CLU, ChFC, CFP®, MSM
Faculty Chair, Oakland University , Personal Financial Planning
Certificate Program
Practitioner with Global Wealth Advisors LLC,
Registered Investment Advisor
“I always look
forward to the latest edition of any of the Tools & Techniques
Series, but especially the Tools & Techniques of Employee
Benefit & Retirement Planning. This area changes so much and so
rapidly that I have found that only a resource like this can keep
up- -and this one is the best at keeping up. I view it as the most
authoritative source available and wouldn't be without it.”
Edward R. Wolfe, Ph.D.
Professor of Finance and Director, Financial Planning Program,
Western Kentucky University
“I selected Tools & Techniques of Employee Benefit
& Retirement Planning because it is comprehensive, well written
and economical. It
presents the employee benefit details students need for the Board
Exam and my course exam in an easily readable and clear style.”
Jim Stone
Professor, The College of Financial Planning
"If you work in the
retirement planning or employee benefit areas, you need this book.
It provides clear, easy to understand explanations of a fairly
complex subject."
Robert Pennington, JD, LLM
Professor,
"Regarding the test
bank for Tools & Techniques of Employee Benefit and Retirement
Planning, the questions in it are very usable. Most test banks
include too many questions that are too easy to use. This test bank
includes challenging questions. I look forward to more questions
with more application and evaluation." Vickie Hampton, Program
Coordinator, Financial Planning Program
Texas Tech University
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