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Employee Benefit & Retirement Planning, 10e
Stephan R. Leimberg, J.D., CLU
John J. McFadden, J.D.
ISBN: 978-0-87218-931-7
Format: Paperback, 564pp
Pub. Date: 2007
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Price: $94.95
Student Price: $80.71 (Save 15%)
Desk/Review Copy: $0.00
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Aids to Curriculum Construction - Prepared by Deanna L. Sharpe, Ph.D., CFP®, CRPC®, CRPS®, Associate Professor, CFP® Program Director, Personal Financial Planning Department, University of Missouri-Columbia
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Tools & Techniques of Employee Benefit & Retirement Planning covers complex tax rules that experienced practitioners need—in simple language that makes the book ideal for students and for new advisors too. No more complicated instructions from multiple resources! Discover succinct solutions to one of the most challenging planning areas—pinpoint the best strategies for unique client needs all under this one book cover.
Leimberg’s topic-specific sections and every-day language will translate into real-world intelligence. Discover cost-effective approaches to reaching common employer objectives. Gain coverage on more than 50 employee benefits plans that apply to all company sizes. Finally understand how to distinguish the advantages/disadvantages while staying abreast of what’s new in your industry—benefiting your practice and the clients you serve.
- EGTRAA pension provisions made permanent
- Direct retirement plan transfers into Roth IRAs
- Eligible Investment Advice Arrangements allowed
- New deduction limits for combination DB and DC plans
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Auto-enrollment into 401(k) plans permitted
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Tax Relief and Health Care Act of 2006
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Contribution limits for HSAs expanded
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Rollovers from HRAs and Health FSAs to HSAs
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Funding annual contributions to HSAs with IRA transfers
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Final Section 409A regulations
RECOMMENDED SUPPLEMENTAL
READING:
2007 Tax Facts on Insurance & Employee Benefits
2007 Field Guide to Estate Planning, Business Planning, & Employee Benefits
2007 Benefits Facts
2007 ERISA Facts
2007 Social Security/Medicare Kit
The 401(k) Advisor
Wealth Manager Retirement-Planning Strategies
The Ultimate IRA Resource, 3rd Edition
Financial Planning for the Older Client, 6th Edition
Take It to the Next Level: Life Insurance Solutions for Financial & Retirement Planning
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