
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
DIGITAL PRODUCTS:
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- eBooks can be accessed through VitalSource Bookshelf for one year from the date of purchase.
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Table of Contents
- Chapter 1: Introduction to Retirement Planning
- Chapter 2: Retirement Planning Accumulations and Distributions
- Chapter 3: Qualified Plan Overview
- Chapter 4: Qualified Pension Plans
- Chapter 5: Profit Sharing Plans
- Chapter 6: Stock Bonus Plans & Employee Stock Ownership Plans
- Chapter 7: Distributions from Qualified Plans
- Chapter 8: Installation, Administration, and Termination of Qualified Plans
- Chapter 9: IRAs and SEPs
- Chapter 10: SIMPLE, 403(b), and 457 Plans
- Chapter 11: Social Security
- Chapter 12: Deferred Compensation and Nonqualified Plans
- Chapter 13: Employee Benefits: Fringe Benefits
- Chapter 14: Employee Benefits: Group Benefits
- Chapter 15: Item Sets and the Mike &Maria Roman Case
For information regarding an earlier edition of this text, please e-mail your request to info@money-education.com