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:
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The impact of the market downturn and uncertain economic times on financial planning and how it has changed.
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Discussion of deductible losses from Traditional and Roth IRAs, Section 529 Plans, and ESAs.
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Tax-favored funding provisions, grants, loans, expected family contributions, and other college amounts updated.
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Quick overview of popular trusts, such as grantor trusts, charitable trusts, and marital/bypass trusts.
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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 |