Concepts for Professionals: A Complete LIbrary of Essential Financial Concepts - Softcover

Inhaltsangabe

Helpful information and easy to understand diagrams related to essential financial concepts and wealth management strategies. Each chapter has a summary, helpful diagrams and charts for use when presenting difficult financial concepts to business owners, clients, colleagues and students. Chapters Financial Planning Issues; Cash Flow and Debt; Health, Disability & Long Term Care; Accumulation & Investments; Current Income Tax; Property & Casualty; Life Insurance & Annuities; Employee Benefits; Retirement Planning Problem; Individual Retirement Accounts; Employer Sponsored Retirement Plans; Distributions from IRAs & Qualified Plans; Business Planning Generally; Business Uses of Life Insurance; Business Continuation; Estate Planning Problem; Basic Estate Planning; Life Insurance & Estate Taxation; Advanced Estate Planning; Estate Freezing Techniques; Charitable Alternatives; Planner Support Reports; and, Index.

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