Retirement Planning and Employee Benefits

Retirement Planning and Employee Benefits - 16th Edition ISBN: 978-1-946711-29-8

Retirement Planning & Employee Benefits, 17th Edition Coming June 2021!


The 16th edition has been updated for 2020, including the SECURE Act.

How does money keep on working when the individual doesn’t?

Everything about money changes with retirement — when the working mindset goes from production to protection. This comprehensive text explains all the ways to make retirement work. How much is needed to retire? Inside are clever rule of thumbs you can put to work in seven seconds or less. How much money is really money in a retirement plan? With this text, you’ll know. How can you save a business owner $40,000, while contributing only $200 for younger employees? Is it better to tax today or during retirement? The answers are inside.

Using real data and ample real-life examples, Retirement Planning and Employee Benefits guides you through the intricacies of Roth and other IRAs; ISOs, NQSOs, SERPs, ESPPs and 83(b); Social Security; and the difference between pension, profit sharing, 401(k), 457, and all the other retirement plans. If it’s about retirement, it’s inside.

This professional retirement and employee benefit perspective services multiple applications: 

  • In a retirement and benefit planning course as part of a comprehensive curriculum in financial planning or financial management
  • As a reliable and comprehensive reference for practicing financial professionals
  • As the retirement planning component in a Masters In Tax program
  • Retirement Planning and Employee Benefits also meets all of the educational requirements for a Retirement Planning course in any CFP Board-registered program



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  • eBooks can be accessed through VitalSource Bookshelf for one year from the date of purchase.
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