Financial Planning Answer Book (2009) PDF Download
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Author: Jeffrey H. Rattiner
Publisher: CCH
ISBN: 9780808092179
Category : Business & Economics
Languages : en
Pages : 544
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Book Description
Covering the five key areas of financial planning, this guide emphasizes its technical, tax, and regulatory aspects. The areas of discussion include investments, employee benefits and retirement plan assets, insurance, income tax and estate planning, and regulatory issues.
Author: Jeffrey H. Rattiner
Publisher: CCH
ISBN: 9780808092179
Category : Business & Economics
Languages : en
Pages : 544
Get Book Here
Book Description
Covering the five key areas of financial planning, this guide emphasizes its technical, tax, and regulatory aspects. The areas of discussion include investments, employee benefits and retirement plan assets, insurance, income tax and estate planning, and regulatory issues.
Author: Stephan R. Leimberg
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 578
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Book Description
Author: Stephan R. Leimberg
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 544
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Book Description
Author:
Publisher:
ISBN:
Category : Employee fringe benefits
Languages : en
Pages : 586
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Book Description
Author: Stephan R. Leimberg
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 600
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Book Description
Author: Stephan R. Leimberg
Publisher:
ISBN: 9780872186156
Category : Business & Economics
Languages : en
Pages : 682
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Book Description
Author: Jeffrey H. Rattiner
Publisher: John Wiley and Sons
ISBN: 0470885548
Category : Business & Economics
Languages : en
Pages : 376
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Book Description
There has never been more opportunity for financial planners--or more reasons for financial professionals to consider switching the direction of their careers into this lucrative field. Today's planners will cash in on the huge surge of baby boomers preparing for retirement in the decades ahead. And as the number and complexity of investments rises, more individuals will look to financial advisers to help manage their money. In the new paperback edition of this guide, Jeffrey H. Rattiner, a practicing financial planner and educator, provides a complete, systematic, turnkey framework for the aspiring planner to follow. Starting from the key question, "Why do you want to be a financial planner?" the author guides you through the development of an effective infrastructure and client management system for your practice. The many essential concepts are clearly illustrated with examples from practicing professionals. Throughout this handbook, Rattiner provides personal insights on how and why a planner must develop a solid understanding of client needs before building a comprehensive financial plan. Getting Started as a Financial Planner has everything one needs to know—from how to set up a practice and communicate with clients to how to manage investments and market services—in order to launch a career in financial planning and to attain success in this high-growth profession.
Author: Stephan R. Leimberg
Publisher:
ISBN: 9781945424496
Category :
Languages : en
Pages : 1022
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Book Description
Author: Michael A. Dalton
Publisher: Money Education
ISBN: 9781936602049
Category : Finance, Personal
Languages : en
Pages : 278
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Book Description
Author: Gary S. Lesser
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 980
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Book Description
You willl find the answer to every question that may arise regarding life insurance and how it relates to qualified plans and estate planning in Life Insurance Answer Book . This easy-to-use resource guides you expertly through all aspects of life insurance from design and structure to implementation and administration. Rules and regulations are also clearly outlined to ensure that you're complying with the applicable federal and state requirements. More than 1000 questions are thoroughly explained, covering such topics as: Legal requirements of insurance Life insurance as it relates to qualified plans Fiduciary responsibilities of employers, trustees, and administrators Regulations governing insurance contracts Department of Labor and IRS disclosure and reporting guidelines Records retention Life insurance as it relates to estate planning and other benefits and more!
