Product Description: Take control of your most important retirement assetsInvestment advisors, financial planners, accountants, and attorneys are always hungry for expert advice and guidance on the best ways to help their clients make the most of their investments during their work lives and successfully manage their payouts when they retire...read more (view table of contents, read Amazon.com's description)

Product Description: In /ITax-Smart Investing/N, you'll find an invaluable ally to help your guide your clients through the minefield of tax consequences of a wide range of investment vehicles. Investment professional Andrew Westhem and Stewart Weissman reveal the tax traps that can snare the unwary - and describe the sophisticated tactics they have developed to elude those traps...read more (view table of contents, read Amazon.com's description)

A personal finance guide takes readers beyond the steps of asset accumulation with advice on maintaining personal wealth, offering plan-ahead strategies for plunderers, natural disasters, travel, medical emergencies, taxes, lawsuits, divorce, and death.

Offers tax-saving strategies; explains wills, trusts, estate taxes, and probate; and shows how to choose the best possible plan for transfer of wealth