Synopsis
CCH's Retirement Planning Guide (Fourth Edition) provides practitioners with immediate, easy-to-understand guidance and practice tools on current investment strategies, taxes, employee benefits, insurance, Social Security benefits, business succession planning, health care expenses, and a host of other key retirement planning issues. The Guide helps today's practitioners successfully serve clients who have longer life spans, multiple careers, and often more complex relationship considerations, such as blended/nontraditional families. The Retirement Planning Guide, by noted tax and financial planning experts, Sidney Kess and Barbara Weltman, explains the basic concepts for professionals advising clients on retirement planning and provides a wealth of ideas, suggestions and strategies that take advantage of new opportunities and developments. In this helpful resource, Kess and Weltman draw upon their many years of experience in developing solid retirement plans for individuals and families and in educating professionals on this critical area. In a clear, concise and step-by-step manner, this practical Guide discusses setting retirement goals, meeting retirement goals, accumulation strategies, distribution strategies, life insurance, Social Security, medical coverage, where to retire, considerations for business owners, estate planning as it relates to topic of retirement, and much more. It provides commentary and analysis of issues that involve both the "art" and "science" of retirement planning that can help practitioners optimize their clients' retirement goals--and avoid problem areas. It also includes valuable forms, checklists, tables and a client letter for use by practitioners in their practice to generate retirement planning advisory service business. The Fourth Edition includes new developments brought about by the Energy Act, Katrina Relief, and the Bankruptcy Act, as well as new Treatsury Regulations and important cases. A free companion CD-ROM containin
About the Author
Sidney Kess, CPA and attorney, is a nationally recognized tax authority who has been one of the top national leaders and authors in tax planning and education for more than 40 years. Through his long association with the AICPA's "Individual Income Tax Returns Workshop," "Corporate Tax Returns Workshop," and other programs, he has presented update, training and education programs to tens of thousands of tax planners and preparers across the country. In conjunction with CCH INCORPORATED, he is the co-author/developer of several classic texts and subscription services, such as "1040 Preparation," "Financial and Estate Planning Guide," Financial and Estate Planning Reporter," "Business Strategies Guide" and numerous other products including dozens of CPE programs. Barbara Weltman, an attorney, has written extensively on a wide variety of tax and financial planning matters for both professionals and the general public. A frequent collaborator with Sid Kess, she is also one of the top tax authors for consumers, business owners and entrepreneurs. She is the co-author with Sid Kess of of CCH's "1040 Preparation," "Retirement Planning Guide," and dozens of CCH CPE courses and publications. She is author of "J.K. Lasser's 1,001 Deductions and Tax Breaks," "J.K. Lasser's Small Business Taxes: Your Complete Guide to a Better Bottom Line," "The Complete Idiot's Guide to Raising Money-Smart Kids," "Complete Idiot's Guide to Starting a Home-Based Business," "J.K. Lasser's Finance & Tax for Your Family Business," "Complete Idiot s Guide to Making Money After You Retire," "Financial Planning for CPAs,"and many other books.
"About this title" may belong to another edition of this title.
