FREE Special Report!
TAX AND FINANCIAL PLANNING FOR BABY BOOMERS
An enormous number of individuals were born in the United States during the post-World War II era. These so-called baby boomers began turning age 65 in 2011 and by 2029, when all of them will be 65 years old and older, more than 20 percent of the total U.S. population will be over age 65.
This huge wave of individuals will encounter many challenges as they approach retirement, including how to ensure their own financial security.
This complimentary special report discusses how, with proper planning, these challenges can become opportunities.
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Quickfinder Tax & Financial Tools includes nearly 300 tools and resources to help you provide important guidance to your clients when they need it. This easy-to-navigate set of tools will save you and your clients the time and effort of having to track down key tax and financial tools from multiple resources. You can easily provide your clients with tax projections, worksheets, handouts, flowcharts, tax forms and more to meet their individual needs.
The Tax Planning for Individuals Quickfinder Handbook provides quick answers to a broad range of individual tax planning topics. Unlike other tax planning publications, this Handbook presents the material using Quickfinder’s unique quick reference format that uses many charts, tables and examples plus plain-language descriptions of the tax-saving strategies.
As the baby boomers move into their retirement years, tax and financial professionals are likely to encounter questions about Social Security and Medicare. The Social Security and Medicare Quickfinder Handbook is an affordable, easy-to-use Handbook that provides the answers you need quickly.
The tax rules for IRAs and retirement plans can be confusing, often differing from plan to plan with important amounts changing from year to year. The IRA and Retirement Plan Quickfinder Handbook provides quick answers to questions involving eligibility, making contributions, limits on contributions and elective deferrals, covering employees, how distributions are taxed and when they are required, penalties and selecting beneficiaries, just to name a few.