Tools & Techniques of Financial Planning (Tools and Techniques of Financial Planning)
Martin J. Satinsky; Michael S. Jackson; Jr. Doyle; Robert J.; Stephan R. Leimberg
Language: English
Published by National Underwriter Company, 2007
- Softcover
- Used
Seller: ThriftBooks-Atlanta, AUSTELL, GA, U.S.A.ThriftBooks-Atlanta
AbeBooks seller since March 24, 2009
Condition: Used - Very good
US$ 6.97
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Add to basketItem description from seller
May have limited writing in cover pages. Pages are unmarked. ~ ThriftBooks: Read More, Spend Less.
Seller Inventory # G0872189325I4N00
- Title
- Tools & Techniques of Financial Planning (Tools and Techniques of Financial Planning)
- Author
- Martin J. Satinsky; Michael S. Jackson; Jr. Doyle; Robert J.; Stephan R. Leimberg
- Publisher
- National Underwriter Company
- Publication year
- 2007
- Condition
- Very Good
- Dust jacket
- No Jacket
- Binding
- Paperback
- Language
- English
- ISBN 10
- 0872189325
- ISBN 13
- 9780872189324
- Item weight
- 2.75 pounds
Steps and tools in the financial planning process as well as in-depth reviews of the various strategies in today s market with emphasis on cash-flow management within personal financial planning, and expanded discussions on special needs trusts, privacy and identity theft protections, reverse mortgages, and finding strategies for education planning.
New 9th Edition offers coverage on:
The impact of the market downturn and uncertain economic times on financial planning and how it has changed.
Discussion of deductible losses from Traditional and Roth IRAs, Section 529 Plans, and ESAs.
Tax-favored funding provisions, grants, loans, expected family contributions, and other college amounts updated.
Quick overview of popular trusts, such as grantor trusts, charitable trusts, and marital/bypass trusts.
Implications of transfers of property between spouses related to divorce, and discussion of what is regarded as marital for divorce purposes.
Ideal for:
Financial Planners, Advisors, Bankers, Stockbrokers, Accountants, Attorneys, Financial Planning Instructors and
Students, Law Offices, CPA firms, Insurance Agents, Para-professionals
"Synopsis" may belong to another edition of this title.
ThriftBooks-Atlanta
AUSTELL, GA, U.S.A.
AbeBooks seller since March 24, 2009
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