2018 Field Guide Estate & Retirement Planning, Business Planning & Employee Benefits

2018 Field Guide is the resource no agent, producer, manager, or financial planner should go without. It supplies the concepts, techniques, analysis, illustrations and authoritative guidance used in estate planning, retirement planning, business planning and employee benefits planning.

Key topics and features include:
  » Estate tax planning concepts, along with charts, rates, exemptions, 2017 inflation adjusted numbers; 
  » Life insurance concepts and creative ways to use it in retirement and estate planning 
  » Detailed employee benefits discussion for both employees and employers
  » Trust planning, including saving for college, special needs and charities
  » Reference tables, such as Mortality Tables, 2017 Income Tax Rates, RMD Rates, Present and Future 
     Valuation Tables

With this very user-friendly resource, you’ll be able to: 
  » Make the clearest presentations to clients – based on current data, laws and policies 
  » Engage and educate clients with easy-to-understand illustrations that present concepts simply and
     understandably 
  » Speed your own research and preparation using handy checklists, cross references and summaries

The 2018 edition of the Field Guide is updated with these key updates and enhancements:
  » Estate issues for blended families 
  » Annuity taxation for Non Natural Persons 
  » Life insurer ratings 
  » Life insurance cost basis 
  » Hardship distributions from 401(k)s
  » Prenuptial Agreements 
  » Private  placement insurance 
  » Alien Estate and Gift Taxation

2018 Field Guide: Estate & Retirement Planning, Business Planning & Employee Benefits reflects the expertise of its distinguished authors.