具体描述
詳情信息：
Product Details 基本信息
ISBN-13 書號:9780156069694
Author 作者:Donner, Eric
齣版社:Aspen Publishers
Publication Date 齣版日期:1999-06-18
Shipping Weight 商品重量:0.594kg
Shipping Weight Language 語種:ENG
pages 頁數:300
Book Contents 內容簡介
Advise your clients on maximizing tax deferrals, minimizing taxes on retirement savings, accomplishing charitable goals through retirement distributions, and using life insurance as an estate-planning tool. You'll learn how to structure a multi-generational IRA, how to take advantage of the lower tax bracket of child beneficiaries, and more You'll also receive client questionnaires, beneficiary designations, election forms, client letters, and checklists on a FREE companion CD-ROM.
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