The Advisor's Guide to Annuities, 6th Edition

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ISBN 13 : 9781954096448
Total Pages : 0 pages
Book Rating : 4.0/5 (964 download)

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Book Synopsis The Advisor's Guide to Annuities, 6th Edition by : John L. Olsen

Download or read book The Advisor's Guide to Annuities, 6th Edition written by John L. Olsen and published by . This book was released on 2022-05-13 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Focuses on client needs and client interactions Provides in-depth explanations of different types of annuities as well as annuity-based vocabulary Offers helpful review questions at the end of each chapter to reinforce information learned Provides information about the SECURE Act and how it affects annuity beneficiaries New in the 6th Edition: Shift in overall focus, starting with client needs and describing the related annuities products that meet those needs. New Chapter 20 covering important recent annuity-related regulations from the NAIC, SEC, Federal Dept. of Labor, and the annuity-related provisions of the Federal SECURE Act. These regulations prescribe practices that advisors must follow. New Chapter 18 entitled "What's the Best Kind of Annuity for My Client?", providing clear guidance for determining suitability of annuity types. New Chapter 21 covering practicing defensively in "The Advisor as Defendant," written by an experienced expert witness in annuity-related litigation. Includes specific guidance on formulating policies and procedures to lessen an advisor's vulnerability to predatory lawsuits. Expanded Chapter 5 on Index Annuities, including detailed analysis of the moving parts of these contracts. Expanded Chapter 9 on guaranteed living benefits, including an expanded discussion of living benefit riders. Enhanced study aids, including chapter summaries review questions for each chapter. Topics Covered: Immediate vs deferred annuities Fixed vs variable annuities Debunking common myths about annuities Statutory, class, and individual exemptions Taft-Hartley plans (Multiemployer Plans) And More! See the "Table of Contents" section for a full list of topics

The Advisor's Guide to Annuities

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ISBN 13 : 9781945424533
Total Pages : 350 pages
Book Rating : 4.4/5 (245 download)

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Book Synopsis The Advisor's Guide to Annuities by : JOHN L. OLSEN

Download or read book The Advisor's Guide to Annuities written by JOHN L. OLSEN and published by . This book was released on 2017-06-09 with total page 350 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written in plain English, the latest updated, revised, and expanded edition of The Advisor's Guide to Annuities covers both the technical details of how various types of annuities operate, as well as the broader questions about how and when they should be used in clients' financial plans. No other resource provides such a deep and independent-minded look at the structure, costs, benefits, and risks that come with all types of annuities. This comprehensive, single-volume guide supplies: - Clear and concise descriptions of every type of annuity - In-depth discussions of the direct and secondary issues surrounding the use of annuities, including income and estate tax consequences as well as concerns for annuity owners and beneficiaries - Detailed explanations of annuity-specific terminology, which empowers advisors and clients to understand exactly how an annuity will function and enables comparison of similar products from different companies - Sound advice from industry-leading authors which helps advisors avoid common mistakes and ensures that the choices offered are truly in the best interests of clients Highlights of the 5th Edition: - Detailed discussion of qualified vs. nonqualified annuities - Exploration of planning opportunities presented by Deferred Income Annuities (DIAs) or "longevity annuities" and QLACs - In-depth discussion about the impact of the DOL Fiduciary Rule on advisors and consumers - Advice and analysis of the impact of partial withdrawals - Updated tax info, including info on QLACs - New material on "managed volatility" indices used in indexed annuities - New ways to use variable annuities as an investment vehicle, including new "fee only" variable annuities that can be sold under the Fiduciary Rule. Written by two of the foremost experts in this field, The Advisor's Guide to Annuities, 5th Edition, is designed specifically to help you make the most of all the opportunities--and avoid complications--in this active and ever-changing area.

The Advisor's Guide to Annuities, 4th Edition

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Publisher :
ISBN 13 : 9781939829771
Total Pages : 0 pages
Book Rating : 4.8/5 (297 download)

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Book Synopsis The Advisor's Guide to Annuities, 4th Edition by : John L. Olsen

Download or read book The Advisor's Guide to Annuities, 4th Edition written by John L. Olsen and published by . This book was released on 2014-05-24 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

The Annuity Advisor

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Publisher :
ISBN 13 : 9780872186712
Total Pages : 0 pages
Book Rating : 4.1/5 (867 download)

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Book Synopsis The Annuity Advisor by : John L. Olsen

Download or read book The Annuity Advisor written by John L. Olsen and published by . This book was released on 2005 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:

The Annuity Handbook

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Publisher : National Underwriter Company
ISBN 13 : 9780872181342
Total Pages : 224 pages
Book Rating : 4.1/5 (813 download)

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Book Synopsis The Annuity Handbook by : Darlene K. Chandler

Download or read book The Annuity Handbook written by Darlene K. Chandler and published by National Underwriter Company. This book was released on 1994 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Annuities For Dummies

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Publisher : John Wiley & Sons
ISBN 13 : 1394168586
Total Pages : 375 pages
Book Rating : 4.3/5 (941 download)

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Book Synopsis Annuities For Dummies by : Kerry Pechter

Download or read book Annuities For Dummies written by Kerry Pechter and published by John Wiley & Sons. This book was released on 2023-07-20 with total page 375 pages. Available in PDF, EPUB and Kindle. Book excerpt: Looking for steady retirement income? Read this book! Turning retirement savings into a steady income is a big step toward a worry-free retirement. This book introduces you to how to add annuities to your investment mix. It helps you evaluate how to select the best annuities for your needs and steer clear of the worst. You’ll learn how different types of annuities can help you turn your retirement savings into a monthly paycheck, protect your investments from market ups and downs, postpone taxes, stay in your home for the rest of your life, and even buy long-term care insurance for less.. Written by an annuity thought leader who is a frequent guest-expert on webcasts, podcasts and radio broadcasts as well as editor and publisher of Retirement Income Journal, the book offers the knowledge earned from interviews with hundreds of annuity industry insiders on their own turf. Get insight into which annuities do (or don’t) provide near-retirees and retirees with solid value. Stretch your savings into lifelong income Ask smarter questions when talking to an agent, broker or adviser Retire with less anxiety about the market Feel more in control of your financial life Annuities For Dummies is the must-have guide for anyone making retirement plans or managing their retirement savings.

The SYNERGY Effect

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Publisher :
ISBN 13 : 9780615821627
Total Pages : 300 pages
Book Rating : 4.8/5 (216 download)

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Book Synopsis The SYNERGY Effect by : Douglas M. Warren

Download or read book The SYNERGY Effect written by Douglas M. Warren and published by . This book was released on 2013-06-01 with total page 300 pages. Available in PDF, EPUB and Kindle. Book excerpt: Increase Social Security while slashing taxes and risk through a strategic combination of IULs, annuities & Roth IRAs to increase spendable retirement income the way traditional planning can't

Index Annuities

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Publisher :
ISBN 13 : 9780972825146
Total Pages : 325 pages
Book Rating : 4.8/5 (251 download)

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Book Synopsis Index Annuities by : John Olsen

Download or read book Index Annuities written by John Olsen and published by . This book was released on 2010-12 with total page 325 pages. Available in PDF, EPUB and Kindle. Book excerpt:

An Advisor’s Guide to Private Annuities

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Publisher : AuthorHouse
ISBN 13 : 1452018057
Total Pages : 294 pages
Book Rating : 4.4/5 (52 download)

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Book Synopsis An Advisor’s Guide to Private Annuities by : F. Bentley Mooney, Jr.

Download or read book An Advisor’s Guide to Private Annuities written by F. Bentley Mooney, Jr. and published by AuthorHouse. This book was released on 2011-06-23 with total page 294 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book may be the only complete collection of law and tactics on the use and misuse of private annuities. It is written for the professional advisor – the attorney, accountant, financial planner, and others – so it is necessarily more detailed than most lay-persons would find tolerable. To keep it readable, however, I present the information directly to the reader as end user, rather than switching back and forth from factual presentation to suggestions on how to present it to the client. As advisor, just draw the necessary inferences.

Variable Annuities

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ISBN 13 :
Total Pages : 24 pages
Book Rating : 4.0/5 ( download)

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Book Synopsis Variable Annuities by :

Download or read book Variable Annuities written by and published by . This book was released on 2005 with total page 24 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Social Security

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Publisher : Createspace Independent Publishing Platform
ISBN 13 : 9781981651832
Total Pages : 0 pages
Book Rating : 4.6/5 (518 download)

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Book Synopsis Social Security by : Andy Landis

Download or read book Social Security written by Andy Landis and published by Createspace Independent Publishing Platform. This book was released on 2018-01-10 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Social Security and Medicare are the bedrock of your future financial security. You paid for them-now make them work for you, starting today! SOCIAL SECURITY: THE INSIDE STORY is detailed. Comprehensive. Easy to read. It's been hailed since 1993 as "the best" resource on Social Security and Medicare-the Social Security "bible." Now the "2018 Silver Anniversary Edition" is better than ever, with more examples, new graphics, new footnotes, and an expanded chapter on Maximizing Your Social Security, featuring fresh ideas to profit from the Bipartisan Budget Act of 2015. Inside are 308 pages packed with everything you need to know: clear explanations, helpful illustrations, realistic examples, new "Nutshell" summaries, and handy web links. This is the only source of useful "Reform Targets," "Tips for Success," and "Inside Stories" revealing how Social Security really works. ANDY LANDIS has been called the Social Security "guru." His expertise is unmatched, with over 40 years' experience as a speaker, author, and former SSA representative. This is the proven and practical resource for taxpayers, retirees, financial advisors, and HR professionals-the essential guide for everyone with a stake in Social Security.

The White Coat Investor

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Publisher : White Coat Investor LLC the
ISBN 13 : 9780991433100
Total Pages : 160 pages
Book Rating : 4.4/5 (331 download)

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Book Synopsis The White Coat Investor by : James M. Dahle

Download or read book The White Coat Investor written by James M. Dahle and published by White Coat Investor LLC the. This book was released on 2014-01 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a "Backdoor Roth IRA" and "Stealth IRA" to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor "Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place." - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street "Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research." - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books "This book should be in every career counselor's office and delivered with every medical degree." - Rick Van Ness, Author of Common Sense Investing "The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk." - Joe Jones, DO "Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis." - Dennis Bethel, MD "An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust." - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!

State-by-State Guide to Commercial Real Estate Leases, Sixth Edition

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Publisher : Wolters Kluwer
ISBN 13 : 1454862947
Total Pages : 3250 pages
Book Rating : 4.4/5 (548 download)

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Book Synopsis State-by-State Guide to Commercial Real Estate Leases, Sixth Edition by : Mark A. Senn

Download or read book State-by-State Guide to Commercial Real Estate Leases, Sixth Edition written by Mark A. Senn and published by Wolters Kluwer. This book was released on 2015-12-15 with total page 3250 pages. Available in PDF, EPUB and Kindle. Book excerpt: State-by-State Guide to Commercial Real Estate Leases is the only reference that cuts through the tangle of state laws and gathers togetherand—in one two volume setand—the essential information you need to know. It's all presented in a unique instant-access format that's quick and easy to use. With the new Sixth Edition of State-by-State Guide to Commercial Real Estate Leases, your days of fumbling through multiple titles for the valuable information you need are over. Built around 51 comprehensive charts, State-by-State Guide to Commercial Real Estate Leases reviews the relevant statutes in each state that regulate every facet of commercial real estate leasing. It gives you the statutes themselves, plus commentary explaining how they are used, case law, citations of authority, and more. Whether you're in private practice or part of an in-house legal group, this ready reference to relevant statutes is sure to help you: Cut down research time Spot possible problems early and correct or work around them Avoid costly and embarrassing mistakes Protect yourself, your company, and/or your clients at every step State-by-State Guide to Commercial Real Estate Leases is written by the top real estate lawyers in each stateand—pre-eminent practitionersand—so you can be sure itand’s authoritative and accurate. Each expert contributor has researched over 100 specific aspects of commercial real estate leasingand—from assignments and subleases to tenant's obligations and attorneys' feesand—to bring you the most complete and up-to-date coverage available anywhere today.

Pension and Annuity Income (including Simplified General Rule)

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Publisher :
ISBN 13 :
Total Pages : 32 pages
Book Rating : 4.:/5 (3 download)

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Book Synopsis Pension and Annuity Income (including Simplified General Rule) by :

Download or read book Pension and Annuity Income (including Simplified General Rule) written by and published by . This book was released on 1990 with total page 32 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Ernst & Young's Personal Financial Planning Guide

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Publisher : John Wiley & Sons
ISBN 13 : 9780471697459
Total Pages : 544 pages
Book Rating : 4.6/5 (974 download)

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Book Synopsis Ernst & Young's Personal Financial Planning Guide by : Ernst & Young LLP

Download or read book Ernst & Young's Personal Financial Planning Guide written by Ernst & Young LLP and published by John Wiley & Sons. This book was released on 2004-10-06 with total page 544 pages. Available in PDF, EPUB and Kindle. Book excerpt: If you want to take control of your financial future and unlock thedoors to financial success, you must have a plan that will allowyou to find good investments, reduce taxes, beat inflation, andproperly manage money. Whether you're new to financial planning or a seasoned veteran,this updated edition of Ernst & Young's Personal FinancialPlanning Guide provides valuable information and techniques you canuse to create and implement a consistent personalized financialplan. It also takes into consideration the new tax rules thataffect home ownership, saving for college, estate planning, andmany other aspects of your financial life. Filled with in-depth insight and financial planning advice, thisunique guide can help you: * Set goals * Build wealth * Manage your finances * Protect your assets * Plan your estate and investments It will also show you how to maintain a financial plan inconjunction with life events such as: * Getting married * Raising a family * Starting your own business * Aging parents * Planning for retirement Financial planning is a never-ending process, and with Ernst &Young's Personal Financial Planning Guide, you'll learn how totailor a plan to help you improve all aspects of your financiallife.

Risk Less and Prosper

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Publisher : John Wiley & Sons
ISBN 13 : 1118014308
Total Pages : 227 pages
Book Rating : 4.1/5 (18 download)

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Book Synopsis Risk Less and Prosper by : Zvi Bodie

Download or read book Risk Less and Prosper written by Zvi Bodie and published by John Wiley & Sons. This book was released on 2011-12-27 with total page 227 pages. Available in PDF, EPUB and Kindle. Book excerpt: A practical guide to getting personal investing right Somewhere along the way, something has gone very wrong with the way individuals save and invest. Too often, households are drawn in by promotional suggestions masquerading as impartial investment advice. Consumers get saddled with more risk than they realize. Authors Zvi Bodie and Rachelle Taqqu understand the dilemma that today's investors face, and with Risk Less and Prosper they will help you find your financial footing. Written in an accessible style, this practical guide skillfully explains why personal investing is all about you—your goals, your values and your career path. It shows how to understand investment risk and choose the particular blend of risk and safety that is right for you. And it lays out several simple yet powerful ways for small investors to cast a reliable safety net to achieve their financial goals and truly prosper. Coauthors Bodie and Taqqu challenge the myth that all investments require risk, then highlight some important risks that families often disregard when deciding where to put their money. Later, they connect the dots between investment and investor, showing us all how to grasp our own investment risk profiles and how we may use these insights to make more fitting investment choices. Outlines a straightforward way to invest by aligning your investments with your goals and the risk levels you can bear Provides basic investment abc's for readers who are otherwise literate Lays out a simple, actionable plan for achieving your goals Explains the role of risk-free assets and investment insurance in assuring that you reach your most essential goals Contrary to popular belief, investing doesn't have to be complicated. You can build wealth without taking great risks. Risk Less and Prosper will show you how to make investment decisions that will make your financial life less stressful and more profitable.

Wiley's Level III CFA Program 11th Hour Final Review Study Guide 2020

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 1119630541
Total Pages : 384 pages
Book Rating : 4.1/5 (196 download)

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Book Synopsis Wiley's Level III CFA Program 11th Hour Final Review Study Guide 2020 by : Wiley

Download or read book Wiley's Level III CFA Program 11th Hour Final Review Study Guide 2020 written by Wiley and published by John Wiley & Sons. This book was released on 2020-03-10 with total page 384 pages. Available in PDF, EPUB and Kindle. Book excerpt: The CFA Institute has announced that all 2021 exams will continue to reflect the official 2020 curriculum. Wiley's 11th Hour Final Review Guide for 2020 Level III CFA Exam compacts all readings tested on the 2020 CFA exam into one portable volume. Organized in order, this best-selling guide has helped thousands of candidates from over one-hundred countries pass the CFA exam. Designed to boil it all down to the crucial concepts, formulas and rules, this guide ensures candidates are familiar with the most important testable information. It's difficult to go over multiple books in the last few weeks before the exam, so Wiley's 11th Hour Review Guide does the work for you—condensing each reading down to two- to five pages. Enter the exam room with confidence and reinforce your knowledge and preparation! This comprehensive guide complements Wiley's CFA Study Guides sold separately but may be used with any review course. An effective, efficient study guide, this book prepares you to reach the next level in your career. "The Eleventh Hour Review book is simply brilliant. Virtually every sentence it contains is testable—it's an absolute must-have for every Level I candidate." —Ameer, UK "The eleventh hour guide was a great help." —Konrad, South Africa "I used your eleventh hour guide and mock exams for the last bit of my studying and greatly enjoyed your material. Out of all of the exam prep material, I thought [yours] was the best." —Thomas, USA "Thanks to the team for writing the most intelligent Chartered Financial Analyst material I have seen to date. The eleventh hour guide is absolute genius and proving very valuable at this stage of the revision process." —Doug, UK