Starting at: $96.00
As the population continues to age, and focuses on not outliving income, there has never been a better time for insurance and financial advisors to provide their clients with guidance on qualified plans.
The Advisor’s Guide to Qualified Plans enables you to handle all aspects of qualified plans and provide the perfect solution for each client – on a case-by-case basis, without a one-size fits all cookie cutter approach.Learn More
Starting at: $170.00
The Tools & Techniques of Employee Benefit and Retirement Planning, 14th Edition, applies the trusted "Tools and Techniques" approach to this complex area, making it simple for you to confidently guide your clients through even the most complex employee benefit and retirement planning processes.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
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 2016 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
Tax Facts on Individuals & Small Business focuses exclusively on what individuals and small businesses need to know to maximize opportunities under today’s often complex tax rules. It is the essential tax reference for financial advisors, & planners; insurance professionals; CPAs; attorneys; and other practitioners advising small businesses and individuals.Learn More
2016 Tax Facts on Insurance & Employee Benefits/2016 Tax Facts on Investments/2016 Tax Facts on Individuals & Small Business – TRIPLE Book Combo$297.00
Obtain the three Tax Facts Editions: 2016 Tax Facts on Insurance & Employee Benefits, 2016 Tax Facts on Investments, and 2016 Tax Facts on Individuals & Small Business with the convenience of a single order and a savings of $129! The 2016 editions are filled with updated, authoritative, and clear answers to critical tax questions covering insurance, employee benefits, investments, business formation/choice of entity, individual income taxation and much more! Pertinent planning points are provided throughout.Learn More
Obtain 2016 Tax Facts on Insurance & Employee Benefits and 2016 Tax Facts on Investments with the convenience of a single order and save $30! The 2016 editions are filled with updated, authoritative, and clear answers to critical tax questions covering insurance, employee benefits, and investments. Pertinent planning points are provided throughout.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