CSRS and FERS Handbook for Personnel and Payroll Offices
Author :
Publisher :
Page : 784 pages
File Size : 28,11 MB
Release : 1998
Category : Civil service
ISBN :
Swiss Annuities and Life Insurance
Author : Marco Gantenbein
Publisher : John Wiley & Sons
Page : 354 pages
File Size : 11,57 MB
Release : 2008-03-31
Category : Business & Economics
ISBN : 0470282185
Book Description
Swiss Annuities and Life Insurance examines the key characteristics of Swiss annuities and life insurance, and explains how the use of these products can help you achieve asset protection, growth, and, in some cases, significant tax planning opportunities. Swiss annuities and life insurance are an excellent alternative investment, particularly for high-net-worth individuals. With this expert guidebook, you too will learn how to safely capitalize on these attractive products.
Retirement Planning Guidebook
Author : Wade Pfau
Publisher :
Page : 0 pages
File Size : 11,46 MB
Release : 2023-03-20
Category :
ISBN : 9781945640179
Book Description
The Oxford Handbook of Pensions and Retirement Income
Author : Gordon L. Clark
Publisher : Oxford University Press, USA
Page : 954 pages
File Size : 18,40 MB
Release : 2006-07-20
Category : Business & Economics
ISBN : 9780199272464
Book Description
This handbook draws on research from a range of academic disciplines to reflect on the implications for provisions of pension and retirement income of demographic ageing. it reviews the latest research, policy related tools, analytical methods and techniques and major theoretical frameworks.
The CSRS and FERS Handbook for Personnel and Payroll Offices
Author :
Publisher :
Page : 1054 pages
File Size : 39,33 MB
Release : 1995
Category : Civil service
ISBN :
Book Description
Financial Planning Handbook for Physicians and Advisors
Author : David Edward Marcinko
Publisher : Jones & Bartlett Learning
Page : 350 pages
File Size : 34,2 MB
Release : 2005
Category : Business & Economics
ISBN : 9780763745790
Book Description
Financial Planning for Physicians and Advisors describes a personal financial planning program to help doctors avoid the perils of harsh economic sacrifice. It outlines how to select a knowledgeable financial advisor and develop a comprehensive personal financial plan, and includes important sections on: insurance and risk management, asset diversification and modern portfolio construction, income tax and retirement planning, and succession and estate planning. When fully implemented with a professional's assistance, this book will help physicians and their financial advisors develop an effective long-term financial plan.
The Annuity Handbook
Author : Darlene K. Chandler
Publisher :
Page : 0 pages
File Size : 44,2 MB
Release : 2005
Category : Annuities
ISBN : 9780872186668
Book Description
The Annuity Handbook, 4th Edition has been updated with the latest available information on nonqualified annuities to provide a comprehensive look at the most current information on the markets, compliance issues, taxation, and uses of annuities. What's NEW in the 4th Edition: Product Features: Market value adjustments Guaranteed minimum interest rate index Discussion of owner-driven contracts vs. annuitant contracts Bonus annuities Guaranteed death beneftis in variable annuities Uses of Annuities: Trust ownership of annuities Use of annuity payouts and settlement options for retirement income distribution planning Split annuity sales idea Annuities owned by Medicaid applicants/recipients Expanded discussion of annuities and retirement planning to include retirement income distribution considerations Compliance: New suitability requirements for fixed annuities sold to seniors
Qualified Domestic Relations Order Handbook
Author : Gary A. Shulman
Publisher : Wolters Kluwer
Page : 2153 pages
File Size : 14,27 MB
Release : 2006-01-01
Category : Law
ISBN : 0735559767
Book Description
Distilled from years of Fortune 500 consulting practice, Shulman's administrative tools and techniques in Qualified Domestic Relations Order Handbook help plan administrators streamline the entire QDRO review and compliance process, while cutting the risk of errors, penalties, and litigation. They include model policies and procedures, review checklists, staff training cases, and more. Contains new models and guidelines for drafting airtight QDROs that speed approval, maximize your clients' rights, and steer you through the malpractice minefields of ERISA and the IRC. Author Gary Shulman begins with QDRO basics, then dissects the key elements of defined contribution and defined benefits plans. He walks you through the preparation of QDROs for different plans and conditions -- using tested models and sample language. An entire chapter highlights 17 crucial malpractice traps, followed by checklists, attorney Q&A, and tips on working proactively with plan administrators.
Roth IRA Book
Author : Gobind Daryanani
Publisher : Digiqual
Page : 288 pages
File Size : 10,20 MB
Release : 1998
Category : Business & Economics
ISBN :
Book Description
Quick start overview that can be read in 15 minutes; all rules explained in simple, non-jargon English; easy 5-step retirement planning method clarifies goals; simple tables eliminate complex calculations; anaysis of 11 profiles (ages 25 to 85) using state-of-the-art software; comparison with 401(k) savings/capital gains funds; strategies for fianancing Roth Conversion taxes; new technology shows how parital Roth conversions can maximize assets; enhancing estate plans with the Roth IRA; reference forms, TCA 98 section 408, IRS Regs and Q & A's; includes current legislation: Technical Corrections Act (July) 1998.
1040 Quickfinder Handbook
Author : Practitioners Publishing Co. Staff
Publisher :
Page : pages
File Size : 26,84 MB
Release : 2005-12-01
Category :
ISBN : 9780764628252
Book Description
Contains extensive coverage of the tax issues faced by all types of contractors, including large and small contractors, homebuilders, and other specialty trades, provides you with the clear, concise guidance you need to expertly address your tax issues.
