2012 Field Guide to Financial Planning

The 2012 Editionof Field Guide to Financial Planning is the sales strategy tool that no financial planner should go without.

Field Guide to Financial Planning offers step-by-step solutions to hundreds of planning needs and challenges. It is the definitive guide for agents and financial planners to identify, understand, and employ the concepts and techniques used in financial and wealth management planning.

Discover targeted planning opportunities and illustrated strategies for:

• Portfolio Management
• Investment Analysis
• Alternative Minimum Tax
• Mutual Funds
• Futures
• Real Estate
• And much more!

The 2012 edition of Field Guide to Estate Planning, Business Planning & Employee Benefits has been completely updated to include:

• New materials on tactical asset allocation, conversion of traditional IRAs to Roth IRAs, continued coverage beyond COBRA, and TEACH grants
• Updated qualified plan contribution limitations, educational tax incentives, long-term care costs, Medicare premiums and benefits summaries, and estate tax tables
• Recalculated Social Security retirement benefits, college costs projections, risk of market timing table, and estate tax illustrations
• Expanded discussion of the complexities of insuring condominiums
• Cross referenced to the best-selling National Underwriter titles, 2012 Tax Facts on Investments and 2012 Tax Facts on Insurance & Employee Benefits, which provides added depth and information.

Authored by Donald Cady, J.D., LL.M., CLU, Field Guide to Estate Planning, Business Planning & Employee Benefits reflects his expertise and ease in communicating planning concepts and techniques to final professionals of all levels.