2019 Field Guide Estate & Retirement Planning, Business Planning & Employee Benefits

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This easy-to-use, practical reference is designed to provide quick summaries of the key concepts, tested techniques, expert analyses, and authoritative guidance to support your estate, business, retirement, and employee benefits planning. Organized in a unique and convenient Q&A format, this book helps agents, producers, managers and financial planners find exactly what they’re looking for quickly and easily to solve clients’ important planning issues.

2020 editions will be available December 2019! Contact customer service to pre-order or learn more: 1-800-543-0874 or CustomerService@nuco.com

2019 Field Guide Estate & Retirement Planning, Business Planning & Employee Benefits  includes over 100 presentation tools and practical illustrations, enabling you to communicate key concepts clearly to your clients to help them gain the understanding they need. It covers a broad range of information on almost any financial advisory topic, including:

  • Estate tax planning concepts, charts, rates, exemptions, and 2019 inflation adjusted numbers
  • Life insurance concepts and creative ways to use it in retirement and estate planning
  • Detailed employee benefits discussion for both employees and employers
  • Trust planning, including saving for college, special needs and charities
  • Social Security planning to maximize benefits
  • Practical information on doing retirement and estate planning with blended families
  • End-of-life directives
  • Powers of attorney
  • Small business succession planning
  • Reference tables, such as mortality tables, 2017 income tax rates, RMD rates, and present and future valuation tables

With over 200 re-written pages to cover the 2017 Tax Reform Act, the 2019 edition features the following additional topics:

  • Trust decanting
  • Disability buy out plans
  • Domestic partners
  • Dynasty trust
  • Stock options
  • Opportunity zones under the Tax Reform Act
  • Qualified business income deduction under the Tax Reform Act
  • Updated content on C Corporations and S Corporations

This guide is the perfect resource for quick answers and overviews of unfamiliar topics, including citations to more information for those doing deeper research. Any type of financial advisor will find this handbook a valuable tool, such as insurance producers, CFPs, CPAs, Lawyers, and more!

Additional Information
SKU 1790019B
Publication Date December 12, 2018
ISBN 9781949506310
Page Count 736
Author Lead Author is Randy L. Zipse, J.D., AEP® (Distinguished). The Author Emeritus is Donald Cady, J.D. LL.M., CLU®.
Edition 2019
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