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Retirement Planning and Employee Benefits
for Financial Planners, 6th Edition
ISBN# - 978-0-9801299-7-7

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: $118.00

Additional Information for 6th Edition:
(requires the Adobe Acrobat Reader, available free from Adobe)
2009 and 2010 Figures
Table of Contents
Special Features
Sample Pages
COLA Table
CFP Board Topic List
Special Topics for Qualified Plans
Nondiscriminatory Classification Testing
Updates and Clarifications (Last updated on March 9, 2010)
Solutions to End of Chapter Questions*
*Solutions are password protected. Please contact your instructor for the password.
Additional Information for 5th Edition:
(requires the Adobe Acrobat Reader, available free from Adobe)
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.
2009 and 2010 Figures
2008 and 2009 Figures
Table of Contents
Special Features
Updates and Clarifications (Last updated in March 2010)
Solutions to End of Chapter Questions*
*Solutions are password protected. Please contact your instructor for the password.
If you need information regarding an earlier edition of this text, please email your request to info@money-education.com.
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