Picture 1 of 1
Picture 1 of 1
Advising the 60+ Investor: Tax and Financial Planning Strategies
by Smith, Darlene; Pulliam, Dale; Toles,... | HC | Good
US $5.17
Condition:
“Pages can have notes/highlighting. Spine may show signs of wear. ~ ThriftBooks: Read More, ”... Read moreabout condition
Good
A book that has been read but is in good condition. Very minimal damage to the cover including scuff marks, but no holes or tears. The dust jacket for hard covers may not be included. Binding has minimal wear. The majority of pages are undamaged with minimal creasing or tearing, minimal pencil underlining of text, no highlighting of text, no writing in margins. No missing pages. See the seller’s listing for full details and description of any imperfections.
Shipping:
Free 2-4 day shipping
Get it between Fri, Sep 27 and Mon, Sep 30 to 43230.
Located in: Aurora, Illinois, United States
Returns:
30 days returns. Seller pays for return shipping.
Payments:
Special financing available. See terms and apply now- for PayPal Credit, opens in a new window or tab
Earn up to 5x points when you use your eBay Mastercard®. Learn moreabout earning points with eBay Mastercard
Shop with confidence
Seller assumes all responsibility for this listing.
eBay item number:145730246950
Item specifics
- Condition
- Good
- Seller Notes
- Binding
- Hardcover
- Weight
- 1 lbs
- Product Group
- Book
- IsTextBook
- No
- ISBN
- 9780471333531
- Book Title
- Advising the 60+ Investor : Tax and Financial Planning Strategies
- Book Series
- Wiley Financial Advisor Ser.
- Publisher
- Wiley & Sons, Incorporated, John
- Item Length
- 9.3 in
- Publication Year
- 1999
- Format
- Hardcover
- Language
- English
- Item Height
- 0.8 in
- Genre
- Business & Economics
- Topic
- Accounting / Financial, Personal Finance / General
- Item Weight
- 0 Oz
- Item Width
- 6.3 in
- Number of Pages
- 228 Pages
About this product
Product Identifiers
Publisher
Wiley & Sons, Incorporated, John
ISBN-10
0471333530
ISBN-13
9780471333531
eBay Product ID (ePID)
369204
Product Key Features
Book Title
Advising the 60+ Investor : Tax and Financial Planning Strategies
Number of Pages
228 Pages
Language
English
Publication Year
1999
Topic
Accounting / Financial, Personal Finance / General
Genre
Business & Economics
Book Series
Wiley Financial Advisor Ser.
Format
Hardcover
Dimensions
Item Height
0.8 in
Item Weight
0 Oz
Item Length
9.3 in
Item Width
6.3 in
Additional Product Features
Intended Audience
Trade
LCCN
99-019461
Dewey Edition
21
Series Volume Number
1
Dewey Decimal
332.024/0565
Table Of Content
Financial Planning. Pension and Annuity Income. Social Security Issues. Transfer of a Closely Held Business. Estate Planning. Marriage and Remarriage. Miscellaneous Provisions. Index.
Synopsis
Thanks to healthier lifestyles and medical advances, seniors areliving longer than ever. And now, with the baby boomers approachingretirement age, the demand for financial advice for the 60+investor is skyrocketing. To fully and effectively serve the needsof this rapidly growing group, financial advisors need a source ofinformation that is comprehensive, reliable, and timely. Advising the 60+ Investor offers tax and financialplanners an authoritative resource for the financial concerns ofthose who have retired or are about to retire. Drawing on thecombined expertise of tax, finance, and accounting professionals,this remarkable book makes it easier for financial advisors topresent their clients with a full range of planning strategies andto provide practical advice custom tailored to their clients'individual circumstances. An abundance of detailed, real-worldexamples illustrate many of the most common financial situationsfaced by older investors, and handy computation aids and datatables make calculations clear, quick, and straightforward. The broad, comprehensive scope of Advising the 60+ Investorincludes: Basic Financial Planning Investor objectives, assetallocation, insurance requirements, and related topics, such asreverse mortgages and post-retirement employment. Pension and Annuity Income Distribution options fromretirement plans and their taxability, including IRAs, annuities,and lump-sum distributions. Social Security Benefits Calculating the amount of thebenefits; worker, family and survivor benefits, taxation ofbenefits, Medicare and Medicaid. Transfer of a Closely Held Business Owning a business andtransferring ownership/control of a family business to the nextgeneration: proprietorships, partnerships, and corporations;private annuities, family limited partnerships, and businessestransferred at death. Estate Planning The estate and gift transfer tax system,the basic goals of estate planning, estate planning techniques,marital deduction planning, and grantor retained interesttrusts. Marriage and Remarriage The marriage penalty, SocialSecurity benefits, estate planning, and maximizing the exclusion ofgain on the sale of both homes. Miscellaneous Provisions Important general tax issuesaffecting older taxpayers, including the additional standarddeduction, the credit for the elderly and disabled, deductions formedical expenses, multiple support agreements, life insuranceproceeds, endowments contracts, the tax consequences ofvolunteerism, and much more. Designed to meet the needs of busy investment advisors,financial planners, accountants, and attorneys, Advising the 60+Investor is an invaluable resource and essential addition to theprofessional financial advisor's reference library. NOW YOU CAN TARGET THE SPECIFIC FINANCIAL SERVICES YOUR 60+CLIENTS NEED IN THEIR RETIREMENT YEARS. Researched and written by three tax, financial, and accountingexperts, Advising the 60+ Investor provides planners with acomprehensive resource for advising the older investor. Timely andauthoritative, this essential reference covers the full range oftopics that concern this rapidly growing population group. Suchareas as financial planning, asset allocation, pensions andannuities, Social Security benefits, the transfer of a business,estate planning, marriage and remarriage, life insurance, medicalbenefits, and related topics receive detailed and practicalcoverage. Real-world examples, computation aids, and data tablessupport the text and help make this an indispensable addition toyour professional library., The baby boomers aren't getting any younger. And thanks to healthier lifestyles and continued medical advances, seniors are living longer than ever before. By the year 2005, the population over 85 is expected to double., Thanks to healthier lifestyles and medical advances, seniors are living longer than ever. And now, with the baby boomers approaching retirement age, the demand for financial advice for the 60+ investor is skyrocketing. To fully and effectively serve the needs of this rapidly growing group, financial advisors need a source of information that is comprehensive, reliable, and timely. Advising the 60+ Investor offers tax and financial planners an authoritative resource for the financial concerns of those who have retired or are about to retire. Drawing on the combined expertise of tax, finance, and accounting professionals, this remarkable book makes it easier for financial advisors to present their clients with a full range of planning strategies and to provide practical advice custom tailored to their clients' individual circumstances. An abundance of detailed, real-world examples illustrate many of the most common financial situations faced by older investors, and handy computation aids and data tables make calculations clear, quick, and straightforward. The broad, comprehensive scope of Advising the 60+ Investor includes: * Basic Financial Planning--Investor objectives, asset allocation, insurance requirements, and related topics, such as reverse mortgages and post-retirement employment. * Pension and Annuity Income--Distribution options from retirement plans and their taxability, including IRAs, annuities, and lump-sum distributions. * Social Security Benefits--Calculating the amount of the benefits; worker, family and survivor benefits, taxation of benefits, Medicare and Medicaid. * Transfer of a Closely Held Business--Owning a business and transferring ownership/control of a family business to the next generation: proprietorships, partnerships, and corporations; private annuities, family limited partnerships, and businesses transferred at death. * Estate Planning--The estate and gift transfer tax system, the basic goals of estate planning, estate planning techniques, marital deduction planning, and grantor retained interest trusts. * Marriage and Remarriage--The marriage penalty, Social Security benefits, estate planning, and maximizing the exclusion of gain on the sale of both homes. * Miscellaneous Provisions--Important general tax issues affecting older taxpayers, including the additional standard deduction, the credit for the elderly and disabled, deductions for medical expenses, multiple support agreements, life insurance proceeds, endowments contracts, the tax consequences of volunteerism, and much more. * Designed to meet the needs of busy investment advisors, financial planners, accountants, and attorneys, Advising the 60+ Investor is an invaluable resource and essential addition to the professional financial advisor's reference library. NOW YOU CAN TARGET THE SPECIFIC FINANCIAL SERVICES YOUR 60+ CLIENTS NEED IN THEIR RETIREMENT YEARS. Researched and written by three tax, financial, and accounting experts, Advising the 60+ Investor provides planners with a comprehensive resource for advising the older investor. Timely and authoritative, this essential reference covers the full range of topics that concern this rapidly growing population group. Such areas as financial planning, asset allocation, pensions and annuities, Social Security benefits, the transfer of a business, estate planning, marriage and remarriage, life insurance, medical benefits, and related topics receive detailed and practical coverage. Real-world examples, computation aids, and data tables support the text and help make this an indispensable addition to your professional library.
LC Classification Number
HG179.S5511 1999
Item description from the seller
Seller feedback (5,353,951)
- u***0 (272)- Feedback left by buyer.Past monthVerified purchaseOutstanding seller. Fair prices that are more than reasonable.. The product is in better condition than described, a true value for my money. Packaged and shipped well shows seller has concern for the products sold to arrive in excellent condition. The seller communicated timely with progress. Highly recommend this seller & will do business again. Thank you!
- o***o (835)- Feedback left by buyer.Past monthVerified purchaseOutstanding seller. Fair prices that are more than reasonable.. The product is in better condition than described, a true value for my money. Packaged and shipped well shows seller has concern for the products sold to arrive in excellent condition. The seller communicated timely with progress. Highly recommend this seller & will do business again. Thank you!
- w***o (1140)- Feedback left by buyer.Past monthVerified purchasethrift.books is an awesome place to purchase books! excellent communication! often the books arrive in better condition than described. ships very fast & the books arrive quickly! carefully packaged! +AAAAAAAAAA ebay sellers. i highly recommend thrift.books for people wanting to purchase books! reasonable prices and free shipping!
Product ratings and reviews
More to explore :
- Financial Accounting Textbooks,
- Financial World Magazines,
- Planning Textbooks,
- The Intelligent Investor Nonfiction Paperbacks Books,
- The Intelligent Investor Nonfiction Fiction & Books in English,
- Financial Accounting Textbooks in English,
- Financial Accounting Accounting Textbooks,
- Planning Textbook Textbooks,
- Financial Accounting Textbook Textbooks,
- Strategy Textbook Textbooks