In contrast to academic trust publications that focus on the ramifications of various trust terms and deep case law analysis, this new resource provides a refreshing alternative in the form of a succinctly written collection of chapters on trending topics in trust planning.Learn More
Starting at: $142.00
As retirement plans continue to increase in variety and complexity, professionals need comprehensive — yet clear coverage of the real-world issues that arise daily in connection with both qualified and nonqualified retirement plans.
With more than 600 retirement plans questions asked and answered, 2016 Retirement Plans Facts provides proven and practical guidance in this changing arena. Coverage includes:
- 401(k) Plans
- Defined Benefit Plans
- Defined Contribution Plans
- Distribution Rules
- Fiduciary Responsibilities
- Mergers & Acquisitions
- Nondiscrimination Testing
- Plan-Owned Life Insurance
- Plans for NonprofitsLearn More
The Advisor’s Guide to 401(k) Plans, 2014 Edition/The Advisor’s Guide to Nonqualified Deferred Compensation, 2014 Edition$106.00
During the month of October, obtain BOTH The Advisor’s Guide to 401(k) Plans, 2014 Edition and The Advisor’s Guide to Nonqualified Deferred Compensation, 2014 Edition for just $106 – a 50% discount. With The Advisor’s Guide to 401(k) Plans, you’ll be able to confidently advise clients on all aspects of 401(k) Plans. And The Advisor’s Guide to Nonqualified Deferred Compensation, makes it easier than ever to create Nonqualified Deferred Compensation Plans and maintain compliance in this highly regulated and increasingly complex area.Learn More
Today, retirement and financial planning professionals, attorneys, and CPAs all need a single authoritative, easy-to-use resource to help guide decisions related to Social Security and Medicare. The 2016 Social Security & Medicare Kit is that resource.
The 2016 Social Security & Medicare Kit consists of the 2016 Social Security & Medicare Facts book–the essential Social Security & Medicare reference that enables you to easily answer your clients’ retirement planning questions –and the 2016 Social Security and Medicare Planners. These pocket planners are time-saving, practice-tested tools, enabling you to educate and motivate your clients.Learn More
In April of 2016, the U.S. Department of Labor (DOL) released its final rule that greatly expands the DOL’s definition of “fiduciary” to apply to a broad range of advisors and broker-dealers who work with retirement related accounts. With many advisors currently operating under a suitability standard, broad imposition of the much stricter fiduciary standard of conduct will be a major change that will be felt by nearly the entire financial services industry. Even advisors who currently meet the fiduciary standard will face new documentation and operational requirements.
The Advisor’s Guide to the DOL Fiduciary Rule is the premier resource guiding advisors, planners, agents, producers, attorneys and other professionals through the new requirements established by the DOL’s significant new rule. Written by one of the most highly respected legal experts in the field, this Guide delivers a powerful combination of expert explanations and legal analysis along with vital Q&As that provide reliable, direct answers to vital questions before they arise.Learn More
Starting at: $170.00
This single-volume reference takes you through all the income tax topics your clients may encounter, no matter where they originate, providing easy-to-understand, practical guidance for situations that are often confusing.Learn More
Starting at: $82.00
With the newly revised 2nd Edition, Facilitating Financial Health remains a one-of-a-kind publication that bridges the gap between financial planners and mental health practitioners. The authors, two mental health professionals and a CFP®-designated financial planner, pioneered the use of tools that help clients build healthy relationships with money.Learn More
The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Third Edition$135.00
The Case Approach to Financial Planning: Bridging the Gap between Theory and Practice, Third Edition, fosters sound planning logic and decision-making using the systematic financial planning process approach. This textbook provides the tools and foundation for preparing a financial plan and provides students with a real-world demonstration of how a financial plan is developed.Learn More
The Tools & Techniques of Estate Planning for Modern Families provides insights, tools, and techniques for issues unique to modern and blended families. Estate planning for all family scenarios is included along with factors unique to modern families such as specific tax issues, premarital and relationship formalization considerations, and lifetime estate planning options.Learn More
The constantly changing regulatory and legislative environment, coupled with millions of Baby Boomers reaching retirement age, means that retirement planning needs have increased dramatically and retirement planning has become even more complex. And Social Security and Medicare are important components of a retirement plan.
The greatly enhanced 2017 Social Security & Medicare Facts will help you easily facilitate many important retirement planning decisions for your clients and guide them to the appropriate retirement strategies.Learn More