Financial Planning for the Older Client, 6th edition / Edition 6

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More About This Textbook


Stay abreast of the latest changes in legislation, health care, and the economy. With vital information about rules that impact this growing field of financial planning, you'll impress your clients with speed of service and accurate and up-to-date answers. You'll find information on: long-term care, life insurance, Medicare, Medigap and Medicaid, accelerated death benefits, viatical settlements, retirement planning and IRAs, special estate planning issues for the older client, special portfolio issues for the older investor, social security, annuities, and housing and care alternatives. What's New in the 6th Edition? Stricter rules for Medicaid planning under the Deficit Reduction Act of 2005, Non-qualified deferred compensation requirements under new IRC Section 409A, Planning for use of Roth 401(k) feature, Prescription Drug Insurance under Medicare Part D, New high deductible Medigap plans, New rules regarding suitability and annuities, Health Savings Accounts for older clients, Planning for "End-of-Life" issues, Recent developments in Reverse Mortgages and Viatical and Life Settlements, Proposed regulations on Phased Retirement, and New combination products on Treasury Inflation Protection Securities (TIPs) and U.S. Savings Bonds
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Product Details

  • ISBN-13: 9780872186910
  • Publisher: National Underwriter Company
  • Publication date: 5/30/2006
  • Edition number: 6
  • Pages: 362
  • Product dimensions: 6.00 (w) x 8.90 (h) x 1.00 (d)

Table of Contents

Ch. 1 The Elder Care Perspective 1
Ch. 2 Life Insurance in the Elder Care Plan 23
Ch. 3 Medigap Insurance 43
Ch. 4 Long-Term Care Insurance 55
Ch. 5 Medicare 85
Ch. 6 Medicaid Planning 109
Ch. 7 The Family Home: A Special Resource 157
Ch. 8 Retirement Planning 167
Ch. 9 Social Security 197
Ch. 10 Individual Retirement Accounts (IRAs) 207
Ch. 11 Special Portfolio Issues for the Older Investor 223
Ch. 12 Annuities 245
Ch. 13 Special Estate Planning Issues for the Older Client 271
Ch. 14 Housing and Care Alternatives 311
Ch. 15 Case Studies and the Coordinated Plan 339
Index 359
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