The Financial Planning Answer Book covers the five key areas of financial planning, and emphasizes the technical, tax, and regulatory aspects of financial planning. The areas of discussion include investments, employee benefits/retirement plan assets, insurance, income tax and estate planning, and regulatory issues. The approach is practical and comprehensive, covering the basics of each topic through practical explanations and expert guidance on applying the techniques, navigating thelaws and regulations and achieving the client's goals.

The Financial Planning Answer Book helps financial planners, CPAs, and practitioners:

1. Familiarize themselves with all of the key areas of personal financial planning.
2. Understand how to utilize the financial planning process in practice in the various disciplines of financial planning (e.g., investments, insurance, income tax, retirement, and estate planning.
3. Gain an in-depth understanding of tax and regulatory issues, and how to address them.
4. Identify and focus on the core client interests of financial planners.

The 2009 edition contains updated figures reflecting current law, including the "kiddie" tax and contributions to benefit plans.

About the author

To see more of the contents...