| Tools & Techniques of Employee Benefit and Retirement Planning covers complex tax rules that seasoned specialists need—in simple language that makes the book ideal for young advisors also. 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. Discover cost-effective approaches to reaching common employer objectives. Gain coverage on more than 50 employee benefit 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. Life Insurance, PACE, and CFP® CE Filed.
Gain in-depth knowledge and the easy solutions you’ll need to avoid costly mistakes:
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Required minimum distributions
Split dollar insurance
Cash balance plans
Health reimbursement accounts
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Catch-up contributions
Plan loans
Cross-tested plans
Welfare benefit funds
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Newly Revised 10th Edition consists of sweeping changes with complete coverage on recent rulings and regulations facing your practice. Don’t miss out on the latest opportunities with:
Pension Protection Act of 2006
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
Auto-enrollment into 401(k) plans permitted
Tax Relief and Health Care Act of 2006
Contribution limits for HSAs expanded
Rollovers from HRAs and Health FSAs to HSAs
Funding annual contributions to HSAs with IRA transfers
Final Section 409A regulations
chapters to feature: the top 12
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Nonqualified Deferred Compensation
Designing the Right Retirement Plan
Qualified Plans: General Rules
Estate and Retirement Planning With Qualified Plans and IRAs
The Process of Employee Benefit Planning
Health Savings Account (Section 223 Plan)
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Cash Balance Pension Plan
Section 401(k) Plan
Roth IRAs
Cross-Tested/Age-Weighted Plan
Cafeteria Plan
Split Dollar Life Insurance
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Delivers value at any knowledge level—introductory, overview & review!
Testimonials
“ In each of our books we had one major goal in mind: To create the single best source of up-to-date, pragmatic and transferable information on the topics you need to help others.”
— Stephan R. Leimberg, Lead Author of Tools & Techniques
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