Browse > Home / Retirement products / 2000 Planning for Retirement Distributions: Tax, Financial, and Personal Aspects (With CD-ROM)

2000 Planning for Retirement Distributions: Tax, Financial, and Personal Aspects (With CD-ROM)

September 28, 2008

2000 Planning for Retirement Distributions: Tax, Financial, and Personal Aspects (With CD-ROM) In this bok you will learn how to lay out the context of the problem carefully; remain extremely sensitive to the emotions clients attach to their retirement assets; follow clients when they lead you off the track to other planning areas that concern them; lead clients to those other areas when they don’t make their own connections; and, master all the technical information to get clients through the retirement maze successfully.

When you master these steps, you will undoubtedly deepen the value clients perceive in your advice and expand your range of influence in their decision-making. The bottom line for advisors is that stepping up to this problem proactively and thoroughly will not only solve the problems but will make you the advisor the clients depend on first. That is the real intention of the book–not only to address the technical aspects of tax law and planning strategies but also to focus on how to communicate the full impact of the problem and the value of the solutions to the client.
Customer Review: 2000- Planning for Retirement Distributions
This is a great reference book for anyone who gives financial planning advice to clients. The authors detail the best ways in which to set up, and make changes to IRAs, in order to get the best result for the IRA owner and beneficiaries.

A lot of real world experience is evident from the author’s explanations of the methods recommended for use in dealing with individuals and families, and their retirement planning. Technical issues are dealt with comprehensively as well as the human element, which is often overlooked in a technical publication.

How IRA money is best used in estate planning is covered in detail. For estate planning the authors also give a very detailed explanation of how life insurance can be used to pay estate taxes, leaving the bulk of a large estate intact. The chapter goes into great detail about the life insurance industry, types of policies and the pros and cons of life insuranace illustations.

Written by admin · Filed Under Retirement products