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The Tools & Techniques of Investment Planning, 5th edition
The must-have guide for financial planning practitioners.
This new edition includes:
Detailed descriptions of complex investment products and strategies
Easy-to-read explanations of how various investment products work and when they should be employed
Clear, thorough examples showing exactly how various investment products and strategies
generate income
Comprehensive explanation of investment-related tax concepts
The latest tax changes associated with SECURE Act 2.0, the SECURE Act and the Tax Cuts and Jobs Act
Tax Facts Online: Your trusted source for searchable, up-to-date tax questions
Thousands of financial advisors rely upon Tax Facts for clear, current, and reliable answers to pressing tax questions. The unique Q&A format makes complicated concepts easy to understand and explain to your clients.
Introductory Discount – Get $20 off this guide or $45 off The Psychology of Financial Planning Bundle today!*
Written for financial planning practitioners by practitioners, get the resources and tools to incorporate the psychology of financial planning into your practice.
*Discounts automatically applied at checkout and expire 8/31/23.
The Guidance You Need from the Experts You Trust
National Underwriter, a division of ALM Media, LLC, has been the first in line with the targeted tax, property & casualty, employee benefits, estate planning and financial planning information you need to make critical business decisions and best advise clients. Boasting nearly a century of expert experience, our reputable editors are dedicated to putting accurate and relevant information right at professionals’ fingertips.
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FC&S Expert Coverage Interpretation
Your single, trusted, objective source for insurance policy analysis.