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2017 Field Guide is the resource no agent, producer, manager, or financial planner should go without. It supplies the concepts, techniques, analysis, illustrations and authoritative guidance used in estate planning, retirement planning, business planning and employee benefits planning. Key topics and features include: - Estate tax planning concepts, along with charts, rates, exemptions, 2017 inflation adjusted numbers; - Life insurance concepts and creative ways to use it in retirement and estate planning - Detailed employee benefits discussion for both employees and employers - Trust planning, including saving for college, special needs and charities - Reference tables, such as Mortality Tables, 2017 Income Tax Rates, RMD Rates, Present and Future Valuation Tables With this very user-friendly resource, you’ll be able to: - Make the clearest presentations to clients – based on current data, laws and policies - Engage and educate clients with easy-to-understand illustrations that present concepts simply and understandably - Speed your own research and preparation using handy checklists, cross references and summaries The 2017 edition of Field Guide is updated with these key updates and enhancements: - New retirement planning techniques, such as “multi generational split dollar insurance, ” 1035 exchanges of life insurance and annuities, and “sequencing of returns” to maximize IRA distributions - Coverage of the DOL Fiduciary Rule and discussion of “A.F.R.” and how that interest rate is determined - The increasingly popular topic of digital assets in asset planning, including best practices on the disposition of email accounts, social media, etc. 2017 Field Guide: Estate & Retirement Planning, Business Planning & Employee Benefits reflects the expertise of its distinguished authors.
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