2000 Planning for Retirement Distributions: Tax, Financial, and Personal Aspects (With CD-ROM)
Editorial Reviews
Book Description
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.
Book Info
Gives expert counsel on hot issues in retirement planning, from maximizing tax deferrals to minimizing estate taxes. The CD-ROM client questionnaires, client letters, checklists, and beneficiary designation and election forms that can be accessed through Word or Word Perfect for Windows.
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),Eric Donner,Harcourt Brace Professional Pub,0156069695,Accounting - General,Business / Economics / Finance,Business Software - General,Computer Books And Software,Computers,Financial Applications - General,Personal Finance - Retirement Planning,Reference - Almanacs/Yearbooks
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