Retirement Planning Guide & Companion CD

Produced by CCH

Helps to advise clients who enjoy longer life spans and multiple careers.

360 pages

Discounted for MACPA members!

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.

This 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.

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 containing more than 50 practice tools is included with the book. It provides worksheets, client questionnaires, checklists, samples forms, and much more. Practitioners can easily access these tools to meet their own practice needs and programs.