Retirement Planning Guide - Professional Advisor's Planning Author:Sidney Kess CCH's Retirement Planning Guide (Fourth Edition) provides practitioners with immediate, easy-to-understand guidance and practice tools on current investment strategies, taxes, employee benefits, insurance, Social Security benefits, business succession planning, health care expenses, and a host of other key retirement planning issues. The Guide h... more »elps today's practitioners successfully serve clients who have longer life spans, multiple careers, and often more complex relationship considerations, such as blended/nontraditional families. The Retirement Planning Guide, by noted tax and financial planning experts, Sidney Kess and Barbara Weltman, explains the basic concepts for professionals advising clients on retirement planning and provides a wealth of ideas, suggestions and strategies that take advantage of new opportunities and developments. In this helpful resource, Kess and Weltman draw upon their many years of experience in developing solid retirement plans for individuals and families and in educating professionals on this critical area. In a clear, concise and step-by-step manner, this practical Guide discusses setting retirement goals, meeting retirement goals, accumulation strategies, distribution strategies, life insurance, Social Security, medical coverage, where to retire, considerations for business owners, estate planning as it relates to topic of retirement, and much more. It provides commentary and analysis of issues that involve both the "art" and "science" of retirement planning that can help practitioners optimize their clients' retirement goals--and avoid problem areas. It also includes valuable forms, checklists, tables and a client letter for use by practitioners in their practice to generate retirement planning advisory service business. The Fourth Edition includes new developments brought about by the Energy Act, Katrina Relief, and the Bankruptcy Act, as well as new Treatsury Regulations and important cases. A free companion CD-ROM containin« less