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Tools & Techniques of Financial Planning
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Bibliographic Detail
Publisher
Natl Underwriter Co
Publication date
June 30, 2005
Pages
514
Binding
Paperback
Edition
7
Book category
Adult Non-Fiction
ISBN-13
9780872189324
ISBN-10
0872189325
Dimensions
1.25 by 8.50 by 10.75 in.
Weight
2.65 lbs.
Availability§
Out of Print
Original list price
$94.95
§As reported by publisher
Summaries and Reviews
Amazon.com description: Product Description: In today's constantly changing marketplace, stay up-to-date on the latest products, tax laws and regulations, and best practices with the 9th Edition of Tools & Techniques of Financial Planning. Delivering the most current and essential strategies, this latest editon is ideal for all students and professionals who must master the fundamentals of financial planning.
Steps and tools in the financial planning process as well as in-depth reviews of the various strategies in today s market with emphasis on cash-flow management within personal financial planning, and expanded discussions on special needs trusts, privacy and identity theft protections, reverse mortgages, and finding strategies for education planning.
New 9th Edition offers coverage on:
The impact of the market downturn and uncertain economic times on financial planning and how it has changed.
Discussion of deductible losses from Traditional and Roth IRAs, Section 529 Plans, and ESAs.
Tax-favored funding provisions, grants, loans, expected family contributions, and other college amounts updated.
Quick overview of popular trusts, such as grantor trusts, charitable trusts, and marital/bypass trusts.
Implications of transfers of property between spouses related to divorce, and discussion of what is regarded as marital for divorce purposes.
Ideal for:
Financial Planners, Advisors, Bankers, Stockbrokers, Accountants, Attorneys, Financial Planning Instructors and
Students, Law Offices, CPA firms, Insurance Agents, Para-professionals
Steps and tools in the financial planning process as well as in-depth reviews of the various strategies in today s market with emphasis on cash-flow management within personal financial planning, and expanded discussions on special needs trusts, privacy and identity theft protections, reverse mortgages, and finding strategies for education planning.
New 9th Edition offers coverage on:
The impact of the market downturn and uncertain economic times on financial planning and how it has changed.
Discussion of deductible losses from Traditional and Roth IRAs, Section 529 Plans, and ESAs.
Tax-favored funding provisions, grants, loans, expected family contributions, and other college amounts updated.
Quick overview of popular trusts, such as grantor trusts, charitable trusts, and marital/bypass trusts.
Implications of transfers of property between spouses related to divorce, and discussion of what is regarded as marital for divorce purposes.
Ideal for:
Financial Planners, Advisors, Bankers, Stockbrokers, Accountants, Attorneys, Financial Planning Instructors and
Students, Law Offices, CPA firms, Insurance Agents, Para-professionals
Editions
Paperback
With Robert J. Doyle, Jr., Stephan R. Leimberg |
11 edition from Natl Underwriter Co (April 20, 2015); titled "The Tools & Techniques of Financial Planning"
9781941627518 | details & prices | 608 pages | 8.25 × 10.75 × 1.25 in. | 3.02 lbs | List price $165.00
About: The Tools & Techniques of Financial Planning, 11th edition, is part of the popular Leimberg Library.
About: The Tools & Techniques of Financial Planning, 11th edition, is part of the popular Leimberg Library.
With Robert J. Doyle, Jr., Stephan R. Leimberg (other contributor), Martin J. Satinsky |
8 edition from Natl Underwriter Co (August 1, 2007)
9780872186569 | details & prices | 490 pages | 8.50 × 11.00 × 1.25 in. | 2.58 lbs | List price $92.60
The price comparison is for this edition
With Robert J. Doyle, Jr., Stephan R. Leimberg, Martin J. Satinsky |
7 edition from Natl Underwriter Co (June 30, 2005)
9780872189324 | details & prices | 514 pages | 8.50 × 10.75 × 1.25 in. | 2.65 lbs | List price $94.95
About: In today's constantly changing marketplace, stay up-to-date on the latest products, tax laws and regulations, and best practices with the 9th Edition of Tools & Techniques of Financial Planning.
About: In today's constantly changing marketplace, stay up-to-date on the latest products, tax laws and regulations, and best practices with the 9th Edition of Tools & Techniques of Financial Planning.
With Laddie Marshack, Robert J. Doyle, Jr., Stephan R. Leimberg |
from Bantam Books (May 1, 1987); titled "A Crowd of Lovers"
9780553256253 | details & prices | List price $3.95
This edition also contains A Crowd of Lovers
About: United in their strength, fearlessness, and ambition, a group of men and women come to San Francisco to build a new world and a new life at the end of World War II
This edition also contains A Crowd of Lovers
About: United in their strength, fearlessness, and ambition, a group of men and women come to San Francisco to build a new world and a new life at the end of World War II
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