Mtax: 2 books
by Michael E. Kitces, MSFS, MTAX
Language: English
Release Date: March 5, 2014
Language: English
Release Date: March 5, 2014
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.The 2014...
by John Olsen CLU, ChFC, AEP
Language: English
Release Date: July 2, 2012
Language: English
Release Date: July 2, 2012
Designed for professionals who need to know how and when annuities work, The Advisor’s Guide to Annuities provides objective, impartial guidance on what annuities can and cannot do, their costs, and what risk-management features annuities offer. All delivered in easy-to-read language. Fully cited...