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Retirement Planning and Employee Benefits

for Financial Planners, 5th Edition

ISBN# - 978-0-9801299-1-5

 

Retirement Planning and Employee Benefits for Financial Planners is written at the graduate and upper division retirement planning 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)

 

acrobat icon 2008 and 2009 Figures

acrobat icon Table of Contents

acrobat icon  Special Features

acrobat icon  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.

acrobat icon Chapter 3

acrobat icon Chapter 4

acrobat icon Chapter 5

acrobat icon Chapter 6

acrobat icon Chapter 7

acrobat icon Chapter 8

acrobat icon Chapter 9

acrobat icon Chapter 10

acrobat iconChapter 11

acrobat icon 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.

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