Jk Lasser Pro New Strategies For College Funding

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J.K. Lasser Pro New Strategies for College Funding

Author : Raymond D. Loewe
Publisher : Wiley
ISBN 13 :
Total Pages : 296 pages
Book Rating : 4.X/5 (4 download)

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Book Synopsis J.K. Lasser Pro New Strategies for College Funding by : Raymond D. Loewe

Download or read book J.K. Lasser Pro New Strategies for College Funding written by Raymond D. Loewe and published by Wiley. This book was released on 2002 with total page 296 pages. Available in PDF, EPUB and Kindle. Book excerpt: A PROFESSIONAL GUIDE TO PLANNING FOR COLLEGE FUNDING A properly designed college savings plan is key to providing a college education as well as the best way to avoid any surprises. Yet many parents fail to realize how much time, money, and commitment are needed to accomplish this goal. As an advisor, you must guide your clients through this process with poise and confidence, and J.K. Lasser Pro New Strategies for College Funding: An Advisor's Guide with its companion CD-ROM will help you do just that. Filled with expert advice, real-world case studies, and invaluable tools, techniques, worksheets, and checklists, this comprehensive guide will allow you to connect with your clients and plan for their children's college education in the best way possible. Organized into three complementary sections, J.K. Lasser Pro New Strategies for College Funding will help you: Quantify the college problem for your clients and communicate effectively and motivationally to each of them by using tools such as The College Savings Calculator(TM), The Financial Aid Test(TM), and The College Funding Integrator(TM), as well as spreadsheets that allow you to calculate exactly what clients need to save on a monthly basis Choose the tools you need to implement the plan-Coverdell Education Savings Account (formerly the Education IRA), Qualified Tuition Savings, Prepaid Tuition Plans, Savings Bonds, and much more-while balancing income tax strategies, financial aid strategies, and control of money issues Put the plan together and build in appropriate exit strategies to give your plan the flexibility it needs And this is just a sampling of the expertise this book provides. Pick up J.K. Lasser Pro New Strategies for College Funding and find out how to create and implement a successful college savings plan that is right for each of your clients' personal needs and goals. Please visit our Web site at www.jklasser.com

J. K. Lasser Pro New Strategies for College Funding

Author : Loewe
Publisher :
ISBN 13 : 9780471269977
Total Pages : pages
Book Rating : 4.2/5 (699 download)

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Book Synopsis J. K. Lasser Pro New Strategies for College Funding by : Loewe

Download or read book J. K. Lasser Pro New Strategies for College Funding written by Loewe and published by . This book was released on 2002-07-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

New Strategies for College Funding

Author : Raymond D. Loewe
Publisher : Wiley
ISBN 13 : 9780471219897
Total Pages : 0 pages
Book Rating : 4.2/5 (198 download)

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Book Synopsis New Strategies for College Funding by : Raymond D. Loewe

Download or read book New Strategies for College Funding written by Raymond D. Loewe and published by Wiley. This book was released on 2002-04-19 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: A PROFESSIONAL GUIDE TO PLANNING FOR COLLEGE FUNDING A properly designed college savings plan is key to providing a college education as well as the best way to avoid any surprises. Yet many parents fail to realize how much time, money, and commitment are needed to accomplish this goal. As an advisor, you must guide your clients through this process with poise and confidence, and J.K. Lasser Pro New Strategies for College Funding: An Advisor's Guide with its companion CD-ROM will help you do just that. Filled with expert advice, real-world case studies, and invaluable tools, techniques, worksheets, and checklists, this comprehensive guide will allow you to connect with your clients and plan for their children's college education in the best way possible. Organized into three complementary sections, J.K. Lasser Pro New Strategies for College Funding will help you: * Quantify the college problem for your clients and communicate effectively and motivationally to each of them by using tools such as The College Savings Calculator(TM), The Financial Aid Test(TM), and The College Funding Integrator(TM), as well as spreadsheets that allow you to calculate exactly what clients need to save on a monthly basis * Choose the tools you need to implement the plan-Coverdell Education Savings Account (formerly the Education IRA), Qualified Tuition Savings, Prepaid Tuition Plans, Savings Bonds, and much more-while balancing income tax strategies, financial aid strategies, and control of money issues * Put the plan together and build in appropriate exit strategies to give your plan the flexibility it needs And this is just a sampling of the expertise this book provides. Pick up J.K. Lasser Pro New Strategies for College Funding and find out how to create and implement a successful college savings plan that is right for each of your clients' personal needs and goals. Please visit our Web site at www.jklasser.com

J.K. Lasser's Winning Ways to Save for College

Author : Barbara Wagner
Publisher : John Wiley & Sons
ISBN 13 : 0471273562
Total Pages : 242 pages
Book Rating : 4.4/5 (712 download)

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Book Synopsis J.K. Lasser's Winning Ways to Save for College by : Barbara Wagner

Download or read book J.K. Lasser's Winning Ways to Save for College written by Barbara Wagner and published by John Wiley & Sons. This book was released on 2002-10-08 with total page 242 pages. Available in PDF, EPUB and Kindle. Book excerpt: SENSIBLE WAYS TO SAVE FOR COLLEGE From tuition and books to room and board, the cost of college is staggering-and it isn't getting any cheaper. What you're saving today may not be enough to cover the cost of your child's college education tomorrow. J.K. Lasser's Winning Ways to Save for College provides the most straightforward, tax-efficient strategies to save for your children's college education-whether they're eight months old or eighteen years old. Even if you've worked out how much money you need to save, you still need to make many other important decisions, such as how that money will be invested, the tax consequences of those investments, and how that investment portfolio should change over time. Don't wait! The faster you start saving, the sooner you can stop worrying. Key coverage will help you: * Choose the investments that fit into your college savings plan-stocks, bonds, mutual funds, CollegeSure CDs, and U.S. Treasury Bills * Use educational savings provisions in the Economic Growth and Tax Relief Reconciliation Act of 2001 to speed up the growth of your college savings * Understand how 529 savings plans stack up to prepaid plans, Education IRAs, UGMAs, and UTMAs * Select a financial planner who will help you plot a strategy for college savings * Apply for financial aid such as grants, loans, work-study jobs, and scholarships J.K. Lasser--Practical Guides for All Your Financial Needs Please visit our Web site at www.jklasser.com

J.K. Lasser Pro Real Estate Investment Trusts

Author : Richard Imperiale
Publisher : John Wiley & Sons
ISBN 13 : 9780471211662
Total Pages : 402 pages
Book Rating : 4.2/5 (116 download)

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Book Synopsis J.K. Lasser Pro Real Estate Investment Trusts by : Richard Imperiale

Download or read book J.K. Lasser Pro Real Estate Investment Trusts written by Richard Imperiale and published by John Wiley & Sons. This book was released on 2002-06-17 with total page 402 pages. Available in PDF, EPUB and Kindle. Book excerpt: Benefit from the outstanding investment opportunities that currently exist in the REIT industry The growth of REITs as an asset class has created an excellent opportunity for small investors to participate in the ownership of institutional-quality real estate. Are you ready to help your clients make the most of this opportunity? J.K. Lasser Pro Real Estate Investment Trusts thoroughly explains the nature of REITs and explores how this investment vehicle can be integrated and implemented into almost any client’s portfolio. This invaluable resource discusses the benefits and performance characteristics of REITs and includes a chapter on each of the following forms of REITs available, including: Residential REITs Manufactured home community REITs Office REITs Industrial property REITs Retail REITs Hotel property REITs Health care REITs Self-storage REITs Specialized, diversified, and mortgage REITs Filled with practical guidance, vital information, and in-depth interviews with some of the most respected individuals in the REIT industry, J.K. Lasser Pro Real Estate Investment Trusts is a valuable road map to an investment vehicle that can help you stabilize and grow any investor’s portfolio. Please visit our Web site at www.jklasser.com

J.K. Lasser Pro Survival Skills in Financial Services

Author : Julian Lowenthal
Publisher : John Wiley & Sons
ISBN 13 : 0471323403
Total Pages : 272 pages
Book Rating : 4.4/5 (713 download)

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Book Synopsis J.K. Lasser Pro Survival Skills in Financial Services by : Julian Lowenthal

Download or read book J.K. Lasser Pro Survival Skills in Financial Services written by Julian Lowenthal and published by John Wiley & Sons. This book was released on 2002-10-29 with total page 272 pages. Available in PDF, EPUB and Kindle. Book excerpt: The financial services industry is constantly changing and you needto respond Change is a constant in the financial services industry (FSI). Thequestion is, "What should you do to survive?" Whether you work inor sell to the industry, you'll benefit from the in-depth insight,professional knowledge, and practical tools found in J.K. LasserPro Survival Skills in Financial Services. Advanced Praise for J.K. Lasser Pro Survival Skills in FinancialServices "The challenges of surviving and succeeding in the financialservices industry have never been greater. . . . J.K. Lasser ProSurvival Skills in Financial Services provides a practical guide todealing with the tough realities of change. The result is anenjoyable, down-to-earth, and interactive resource that providesthe knowledge, skills, and human understanding to deal with theforces of change." -Keith T. Darcy, Executive Vice President, IBJ Whitehall Bank &Trust Company "This book will help my staff work through the most difficulttransition in the financial services industry. . . . Julian speaksin a nontechnical, light-handed style to every member of my staff.. . . He draws on his relationships with some of our industry'smost important leaders to reinforce his logical and practical viewson how to get through the day, the year, and the decades ahead. Hisbook is crisp, easy reading from cover to cover. But his sectiontitled 'Survival Skills Greatest Hits' must be committed to memory.It will be the core of my survival strategy for the rest of mycareer. I can't wait to put this book in the hands of my wholestaff." -John Adams Vaccaro, CFP, CLU, President, Westport ResourcesInvestment Services, Inc. Don't get left behind in the whirlwind of change impacting thefinancial services industry. Pick up J.K. Lasser Pro SurvivalSkills in Financial Services and take control of your professionallife within this dynamic and challenging business environment.

J.K. Lasser's Guide to Financing Your Child's Education

Author : Jacob Kay Lasser
Publisher : Simon & Schuster
ISBN 13 : 9780671558161
Total Pages : 132 pages
Book Rating : 4.5/5 (581 download)

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Book Synopsis J.K. Lasser's Guide to Financing Your Child's Education by : Jacob Kay Lasser

Download or read book J.K. Lasser's Guide to Financing Your Child's Education written by Jacob Kay Lasser and published by Simon & Schuster. This book was released on 1985 with total page 132 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Cut College Costs Now!

Author : Corey Sandler
Publisher : Simon and Schuster
ISBN 13 : 1440500886
Total Pages : 361 pages
Book Rating : 4.4/5 (45 download)

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Book Synopsis Cut College Costs Now! by : Corey Sandler

Download or read book Cut College Costs Now! written by Corey Sandler and published by Simon and Schuster. This book was released on 2006-01-13 with total page 361 pages. Available in PDF, EPUB and Kindle. Book excerpt: The cost of college has skyrocketed in recent years. Even state schools are increasing tuition at rates that rapidly outpace inflation. Drawing on insider advice from college administrators and financial planners, Cut College Costs NOW! shows readers the best ways to manage spending, apply for financial aid, and increase their eligibility for federal, state, and private funding. This comprehensive guide gives advanced planning strategies for structuring finances before college application—as well as tips on how to restructure investments once the college bills start to arrive. Cut College Costs NOW! gives readers the real deal on how to be a savvy college consumer.

Paying for College

Author : Barbara Wagner
Publisher : Wiley
ISBN 13 : 9780471460619
Total Pages : 186 pages
Book Rating : 4.4/5 (66 download)

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Book Synopsis Paying for College by : Barbara Wagner

Download or read book Paying for College written by Barbara Wagner and published by Wiley. This book was released on 2003-03-21 with total page 186 pages. Available in PDF, EPUB and Kindle. Book excerpt: Sensible Ways to Save and Pay for College In a direct and easy-to-use style, the Savvy Savings Guide series offers great financial advice for both your personal and professional life. With each new book, you'll learn how to earn more, spend less, and save for important events such as retirement and your child's college education. From paying less on your taxes to starting a small business the Savvy Savings Guide series will help you save money and succeed! Paying for College tells you everything you need to know to start saving for your child's college education today. Don't wait! The faster you start saving, the sooner you can stop worrying. Here's how to: * Get help paying for college through financial aid, grants, loans, work-study jobs, and scholarships * Make the right investments for your plans-stocks, bonds, mutual funds, and more * Use the new tax law to speed up the growth of your college savings * Find the best savings programs for your needs-including the new 529 plans * Pick a financial planner who will help you plan without taking you to the cleaners The J.K. Lasser Institute is the leading publisher of money and business advice. Each year, millions of Americans trust the J.K. Lasser Institute to help them make the right financial decisions-from making more money today to saving for tomorrow.

J. K. Lasser's Winning Finance for College

Author : J. K. Lasser
Publisher :
ISBN 13 : 9780471152064
Total Pages : pages
Book Rating : 4.1/5 (52 download)

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Book Synopsis J. K. Lasser's Winning Finance for College by : J. K. Lasser

Download or read book J. K. Lasser's Winning Finance for College written by J. K. Lasser and published by . This book was released on with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

J.K. Lasser's Winning Financial Strategies for Women

Author : Rhonda M. Ecker
Publisher : John Wiley & Sons
ISBN 13 : 0471217921
Total Pages : 225 pages
Book Rating : 4.4/5 (712 download)

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Book Synopsis J.K. Lasser's Winning Financial Strategies for Women by : Rhonda M. Ecker

Download or read book J.K. Lasser's Winning Financial Strategies for Women written by Rhonda M. Ecker and published by John Wiley & Sons. This book was released on 2002-03-12 with total page 225 pages. Available in PDF, EPUB and Kindle. Book excerpt: Plan for your financial future-Take action now "Financial empowerment for women is a vital step towards individual empowerment for women. Throughout history women were harnessed to the economic status of their husbands or fathers, with little or no input or knowledge of its process. J.K. Lasser's Winning Financial Strategies for Women is an extraordinary tool for women to claim control of their own personal financial future."-Jessie H. O'Neill, MA, CET II, Founder and Director, The Affluenza Project "J.K. Lasser's Winning Financial Strategies for Women . . . is an incisive guide for all investors seeking financial advice for the present and in the future. This book will help guide them through what to do, when to do it, and how to accomplish their personal financial goals."-Robert H. Leshner, Former Chairman and President, Midwest Group of Funds "This book is a reminder that there is no time like the present to determine your own financial destiny, and with proper planning, how easily your goals can be to achieve."-Martha Detherage, Chief Administrative Officer, Alternative Market Operation, AON Corporation J.K. Lasser-Practical Guides for All Your Financial Needs Please visit our Web site at www.jklasser.com

J. K. Lasser's 33 Ways to Meet the Spiraling Cost of a College Education

Author : J.K. Lasser Tax Institute
Publisher :
ISBN 13 :
Total Pages : 127 pages
Book Rating : 4.:/5 (75 download)

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Book Synopsis J. K. Lasser's 33 Ways to Meet the Spiraling Cost of a College Education by : J.K. Lasser Tax Institute

Download or read book J. K. Lasser's 33 Ways to Meet the Spiraling Cost of a College Education written by J.K. Lasser Tax Institute and published by . This book was released on 1969 with total page 127 pages. Available in PDF, EPUB and Kindle. Book excerpt:

JK Lasser's New Rules for Estate and Tax Planning

Author : Stewart H. Welch, III
Publisher : John Wiley & Sons
ISBN 13 : 1118166469
Total Pages : 290 pages
Book Rating : 4.1/5 (181 download)

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Book Synopsis JK Lasser's New Rules for Estate and Tax Planning by : Stewart H. Welch, III

Download or read book JK Lasser's New Rules for Estate and Tax Planning written by Stewart H. Welch, III and published by John Wiley & Sons. This book was released on 2011-09-13 with total page 290 pages. Available in PDF, EPUB and Kindle. Book excerpt: A complete guide to planning an estate under today's tax rules When it comes to an estate (no matter how big or small it may be) nothing should be left to chance. Proper planning is necessary to protect both your assets and your heirs. Estate Planning Law Specialists Harold Apolinsky and Craig Stephens and expert financial planner Stewart Welch III know this better than anyone else, and in the revised and updated edition of J.K. Lasser's New Rules for Estate and Tax Planning, they offer valuable advice and solid strategies to help you plan your estate under today's tax rules as well as preserve your wealth. Packed with up-to-the-minute facts, this practical resource covers a wealth of important issues. Reveals how new legislation will impact inheritances and trusts and offers guidance for estate and generation-skipping tax planning Explains the role of wills, executors, and trusts and shows how to treat charitable contributions Outlines the do's and don'ts of gifting and explains life insurance and retirement planning Filled with in-depth insights and expert advice, this book will show how to efficiently arrange your estate today so that you can leave more to those you care about tomorrow.

JK Lasser's New Rules for Estate, Retirement, and Tax Planning, + Website

Author : Stewart H. Welch, III
Publisher : John Wiley & Sons
ISBN 13 : 1118929993
Total Pages : 320 pages
Book Rating : 4.1/5 (189 download)

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Book Synopsis JK Lasser's New Rules for Estate, Retirement, and Tax Planning, + Website by : Stewart H. Welch, III

Download or read book JK Lasser's New Rules for Estate, Retirement, and Tax Planning, + Website written by Stewart H. Welch, III and published by John Wiley & Sons. This book was released on 2014-10-20 with total page 320 pages. Available in PDF, EPUB and Kindle. Book excerpt: JK Lasser's New Rules for Estate, Retirement and Tax Planning is the authoritative guide to estate, retirement and tax planning, fully updated to reflect new changes and legal updates.

J.K. Lasser Pro Separate Account Management

Author : Larry Chambers
Publisher : John Wiley & Sons
ISBN 13 : 0471441457
Total Pages : 289 pages
Book Rating : 4.4/5 (714 download)

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Book Synopsis J.K. Lasser Pro Separate Account Management by : Larry Chambers

Download or read book J.K. Lasser Pro Separate Account Management written by Larry Chambers and published by John Wiley & Sons. This book was released on 2003-06-03 with total page 289 pages. Available in PDF, EPUB and Kindle. Book excerpt: A FINANCIAL ADVISOR'S GUIDE TO A PERSONAL AND FLEXIBLE MONEY MANAGEMENT APPROACH FOR HIGH NET WORTH CLIENTS Twenty years ago separate account management programs (SAMs) were reserved for the sophisticated advisor who only served the very wealthy. Today, SAM programs have become available to most advisors and several layers of the affluent. If you intend to work with affluent clients that demand personal and flexible service, you must have a complete understanding of this approach to money management-and J.K. Lasser Pro Separate Account Management is the perfect guide. Filled with in-depth insights and expert advice, J.K. Lasser Pro Separate Account Management will introduce you to the nuances of separate account management as well as show you how to use this investment vehicle to build your business and help your clients reach their financial goals. This invaluable resource will: * Take the mystery out of providing professional asset management services to a broad cross section of your clients * Educate you about the opportunities and advantages of using separately managed accounts * Provide you with information about how separately managed accounts work as well as who should be in them * Illustrate how you can employ separately managed accounts in your financial advisory practice * Learn how to convert from commission to fees * And much more Filled with practical guidance and vital information, J.K. Lasser Pro Separate Account Management is a valuable road map for financial professionals looking to master this unique approach to managing money.

Advising Entrepreneurs

Author : Marc J. Lane
Publisher : John Wiley & Sons
ISBN 13 : 0471389471
Total Pages : 338 pages
Book Rating : 4.4/5 (713 download)

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Book Synopsis Advising Entrepreneurs by : Marc J. Lane

Download or read book Advising Entrepreneurs written by Marc J. Lane and published by John Wiley & Sons. This book was released on 2001-07-16 with total page 338 pages. Available in PDF, EPUB and Kindle. Book excerpt: This valuable book helps financial advisors address the needs of their entrepreneurial clients. Most people opening their own businesses are experts in their fields. But when it comes to the vital intricacies of running a successful business, many entrepreneurs find themselves struggling to survive.With more and more people starting their own small businesses, a growing need has developed for expert guidance to help today's entrepreneurs face their new legal, tax, and financial challenges. Advising Entrepreneurs helps financial advisors address the special needs of their entrepreneurial clients. It provides a comprehensive approach to growing wealth, shielding business assets from liabilities, lowering taxes, and much more by promoting prudent risk-taking. Marc Lane (Chicago, IL) is a business and tax attorney. He is a Master Registered Financial Planner, Registered Financial Consultant, and Certified Investment Specialist. He has authored thirty books, is an Adjunct Professor of Business at the University of Illinois College of Business Administration's Institute for Entrepreneurial Studies, and an Adjunct Professor of Law at Northwestern University.

JK Lasser's New Rules for Estate, Retirement, and Tax Planning

Author : Stewart H. Welch, III
Publisher : John Wiley & Sons
ISBN 13 : 1119559138
Total Pages : 359 pages
Book Rating : 4.1/5 (195 download)

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Book Synopsis JK Lasser's New Rules for Estate, Retirement, and Tax Planning by : Stewart H. Welch, III

Download or read book JK Lasser's New Rules for Estate, Retirement, and Tax Planning written by Stewart H. Welch, III and published by John Wiley & Sons. This book was released on 2019-02-12 with total page 359 pages. Available in PDF, EPUB and Kindle. Book excerpt: The popular handbook to estate planning, now updated for 2018 Since its first publication in 2002, New Rules for Estate, Retirement, and Tax Planning has sold more than 40,000 copies, providing a solid, accessible introduction to estate planning for any age or income bracket. Now in its sixth edition, Estate, Retirement, and Tax Planning continues this tradition, covering such topics as trusts, donations, life insurance, and wills in easy-to-understand language that offers valuable insights and solid strategies to help you preserve your wealth and plan your estate so that your assets go where you want with a minimum of taxes and government interference. This comprehensive guide answers such common questions as: How much do I need to retire comfortably? How do I protect my children’s inheritance? How do I ensure planned donations are made after I’m gone? And many more. The Sixth Edition is also fully updated to reflect changes following the 2018 Tax Cuts and Jobs Act, so that you can learn how new regulations could impact your inheritance and trusts. Other notable features include advice on working with elderly parents and introducing financial planning to children and teenagers, in addition to a list of professional advisers and a glossary of estate planning terms. Understand estate planning and obtain solid strategies for growing your wealth Explore asset protection and succession planning strategies Discover how recent updates to the tax code could affect you and your heirs Stay informed of any relevant law changes with an author-managed web site Estate, Retirement, and Tax Planning contains a wealth of valuable information for any adult who needs help planning their financial future, from the established professional heading toward retirement, to the young adult looking to understand the basics. Wherever you are in your journey, use Estate, Retirement, and Tax Planning to ensure your legacy is protected.