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10 of 13 people found the following review helpful:
5.0 out of 5 stars
2000- Planning for Retirement Distributions,
This review is from: 2000 Planning for Retirement Distributions: Tax, Financial, and Personal Aspects (With CD-ROM) (Paperback)
This is a great reference book for anyone who gives financial planning advice to clients. The authors detail the best ways in which to set up, and make changes to IRAs, in order to get the best result for the IRA owner and beneficiaries.A lot of real world experience is evident from the author's explanations of the methods recommended for use in dealing with individuals and families, and their retirement planning. Technical issues are dealt with comprehensively as well as the human element, which is often overlooked in a technical publication. How IRA money is best used in estate planning is covered in detail. For estate planning the authors also give a very detailed explanation of how life insurance can be used to pay estate taxes, leaving the bulk of a large estate intact. The chapter goes into great detail about the life insurance industry, types of policies and the pros and cons of life insuranace illustations. |
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2000 Planning for Retirement Distributions: Tax, Financial, and Personal Aspects (With CD-ROM) by Author Unknown (Paperback - January 15, 2000)
Used & New from: $2.99
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