Tax-Deferred Investing: Wealth-Building and Wealth-Transfer Strategies
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Take control of your most important retirement assets Investment advisors, financial planners, accountants, and attorneys are always hungry for expert advice and guidance on the best ways to help their clients make the most of their investments during their work lives and successfully manage their payouts when they retire. Written by two of today's most visible retirement planning experts, Tax-Deferred Investing meets that need. Cory Grant and Andrew Westhem describe proven wealth-building and payout strategies for both employers and employees. A complete guide to plan selection, investment, asset allocation, and distribution strategies Includes estate planning techniques for keeping the wealth in a family from one generation to the next Cory C. Grant (La Jolla, CA) is Executive Vice President of Westhem Group/Wealth Planning, Inc., and a specialist on advanced estate, retirement, and business planning strategies. Andrew Westhem (La Jolla, CA) is President of Westhem Group/Wealth Planning, Inc., focusing on advanced estate, retirement, and business planning strategies.
Format:Hardcover
Language:English
ISBN:0471357332
ISBN13:9780471357339
Release Date:May 2000
Publisher:Wiley
Length:272 Pages
Weight:1.25 lbs.
Dimensions:0.9" x 6.1" x 9.3"
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