Planning for Retirement Needs

by David A. Littell, Kenn Beam Tacchino, Jamie P. Hopkins

Focuses on retirement planning for the business, the business owner, and the individual. Covers qualified plans, nonqualified plans, and IRAs; the second part deals with retirement needs for individual clients. Emphasizes the practical knowledge needed for choosing the best retirement plan and designing a plan that will meet a client's needs. Discusses personal retirement planning and retirement distribution planning.

Includes The American College textbook, audio CD set, and supplemental workbook with practice quizzes and exam.

Hardcover

First published January 1, 2015

Reviews

[Wesley K. Brown · Rating 3 out of 5]

Tough materials. So many ERISA rules, etc. Overall it was a good look at the retirement landscape past, present, and future. A must for 401(k) practitioners and anyone who wants to be thorough in the retirement planning space.