|
Retirement Planning and Employee Benefits
for Financial Planners, 5th Edition
ISBN# - 978-0-9801299-1-5
6th Edition Coming Late March 2010
ISBN# - 978-0-9801299-7-7
Price $118
Retirement Planning and Employee Benefits for Financial Planners is written at the graduate and upper division undergraduate level for students interested in acquiring an understanding of retirement planning from a professional financial planning viewpoint. The text is intended to be used in a Retirement Planning course as part of an overall curriculum in financial planning or a Masters in Tax program emphasizing planning. The text is also intended to serve as a reference for practicing professional financial planners. It was designed to meet the educational requirements for a Retirement Planning Course in a CFP Board-Registered Program.
Author: Michael A. Dalton
Price: $108.00

New Law - Required Minimum Distributions
Worker, Retiree, and Employer Recovery Act of 2008
For 2009, the required minimum distribution has been suspended that is generally applicable to retirement plans, with respect to defined contribution arrangements, including IRAs. An individual may still withdraw needed funds from his/her retirement plan or IRA, however, he/she is not required to do so for 2009.
Please Note: The 2008 Act did not suspend the requirement that a taxpayer who turned
70½ in 2008 must make a required minimum distribution no later than April 1, 2009.
Additional Information for 5th Edition:
(requires the Adobe Acrobat Reader, available free from Adobe)
2009 and 2010 Figures
2008 and 2009 Figures
Table of Contents
Special Features
Updates and Clarifications (Last updated in May 2009)
Solutions to End of Chapter Questions*
*Solutions are password protected. Please contact your instructor for the password.
Additional Information for 4th Edition:
(requires the Adobe Acrobat Reader, available free from Adobe)
2008 Updates for 4th Edition, 3rd Printing
Certain Examples and Multiple Choice Problems were substantially affected by the change from the 2007 figures to the 2008 figures (as listed inside the front cover of the text). We have provided updated versions of these examples and problems below.
Chapters 1, 2, 13, and 14 do not have any updates at this time.
Chapter 3
Chapter 4
Chapter 5
Chapter 6
Chapter 7
Chapter 8
Chapter 9
Chapter 10
Chapter 11
Chapter 12
2008 Inflation Adjustments
If you need information regarding an earlier edition of this text, please email your request to info@money-education.com.
|