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Advising the 60 Investor: Tax and Financial Planning Strategies - VERY GOOD
US $9.71
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Located in: Montgomery, Illinois, United States
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Estimated between Tue, Jun 18 and Mon, Jun 24 to 43230
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eBay item number:256472596681
Item specifics
- Condition
- Brand
- Unbranded
- MPN
- Does not apply
- ISBN
- 9780471333531
- Book Title
- Advising the 60+ Investor : Tax and Financial Planning Strategies
- Book Series
- Wiley Financial Advisor Ser.
- Item Length
- 9.3 in
- Publisher
- Wiley & Sons, Incorporated, John
- Publication Year
- 1999
- Format
- Hardcover
- Language
- English
- Item Height
- 0.8 in
- Genre
- Business & Economics
- Topic
- Accounting / Financial, Personal Finance / General
- Item Width
- 6.3 in
- Item Weight
- 0 Oz
- Number of Pages
- 228 Pages
About this product
Product Information
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.
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
Format
Hardcover
Language
English
Topic
Accounting / Financial, Personal Finance / General
Book Series
Wiley Financial Advisor Ser.
Publication Year
1999
Genre
Business & Economics
Number of Pages
228 Pages
Dimensions
Item Length
9.3 in
Item Height
0.8 in
Item Width
6.3 in
Item Weight
0 Oz
Additional Product Features
Intended Audience
Trade
Series Volume Number
1
Lc Classification Number
Hg179.S5511 1999
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.
Copyright Date
1999
Lccn
99-019461
Dewey Decimal
332.024/0565
Dewey Edition
21
Item description from the seller
Seller assumes all responsibility for this listing.
eBay item number:256472596681
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Item location:
Montgomery, Illinois, United States
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| Shipping and handling | To | Service | Delivery*See Delivery notes |
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| Free shipping | United States | Economy Shipping (USPS Media MailTM) | Estimated between Tue, Jun 18 and Mon, Jun 24 to 43230 |
| US $4.95 | United States | Standard Shipping (DGM SmartMail Expedited) | Estimated between Mon, Jun 24 and Fri, Jun 28 to 43230 |
| US $10.95 | United States | Expedited Shipping (FedEx 2Day®) | Estimated between Tue, Jun 18 and Thu, Jun 20 to 43230 |
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This is an outstanding seller to deal with. Fair prices that are more than reasonable in this economy. 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 he sells to arrive in excellent condition. The seller is friendly and communicates timely with his customers. I highly recommend this seller and would do business again anytime. Thank you.
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🏆 SUPER STAR 🤩 AMAZING PHOTOS 🎯 ACCURATE DESCRIPTION ✏️ GENUINE PRODUCTS 💎 HIGH QUALITY 🍯 SUPER PRICES 💰 EASY TO WORK WITH 🍰 ECONOMY HANDLING ⏱️ FAST SHIPPING 🚀 BUBBLE PACKAGE 📦 ARRIVED WITHIN DAYS 🌎 EXCEPTIONAL COMMUNICATION 🎙️ OUTSTANDING CUSTOMER SERVICE 🛎️ GREAT SENSE OF HUMOR 🍿 TOTAL ASSET TO THE EBAY-ECO SYSTEM 🥇 SAVED SELLER 🎱 PROMT REPLY FOR RETURNS 🎯 WOULD BUY FROM AGAIN 🧲 UNDER PROMISES OVER DELIVERS ⛳️ MADE ME VERY HAPPY 🌈 LEFT POSITIVE FEEDBACK 🌼 THANK YOU! 😇 A+++
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🏆 SUPER STAR 🤩 AMAZING PHOTOS 🎯 ACCURATE DESCRIPTION ✏️ GENUINE PRODUCTS 💎 HIGH QUALITY 🍯 SUPER PRICES 💰 EASY TO WORK WITH 🍰 ECONOMY HANDLING ⏱️ FAST SHIPPING 🚀 BUBBLE PACKAGE 📦 ARRIVED WITHIN DAYS 🌎 EXCEPTIONAL COMMUNICATION 🎙️ OUTSTANDING CUSTOMER SERVICE 🛎️ GREAT SENSE OF HUMOR 🍿 TOTAL ASSET TO THE EBAY-ECO SYSTEM 🥇 SAVED SELLER 🎱 PROMT REPLY FOR RETURNS 🎯 WOULD BUY FROM AGAIN 🧲 UNDER PROMISES OVER DELIVERS ⛳️ MADE ME VERY HAPPY 🌈 LEFT POSITIVE FEEDBACK 🌼 THANK YOU! 😇 A+++
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