Advising the 60+ Investor
Tax and Financial Planning Strategies

Darlene Smith, Dale Pulliam, Holland Tolles

Researched and written by three tax, financial, and accounting experts, "Advising the 60+ Investor" provides planners with a comprehensive resource for advising the older investor. Timely and authoritative, this essential reference covers the full range of topics that concern this rapidly growing population group. Such areas as financial planning, asset allocation, pensions and annuities, Social Security benefits, the transfer of a business, estate planning, mariage and remariage, life insurance, medical benefits, and related topics receive detailed and practical coverage.

John Wiley & Sons, Inc., wydanie 1999.r
ISBN: 0-471-33353-0
Oprawa: Twarda z obwolutą