Retirement Planning: Tax and Financial Strategies, 2d ed.

• Author: Fink, Philip R.
• Position: Book Review - Brief Review

Retirement Planning: Tax & Financial Strategies, by William P. Streng and Mickey R. Davis (WG&L, 2d ed., 2003), provides comprehensive, integrated coverage of all the fundamental questions on tax planning for retirement. It incorporates recent legislative developments, analyzes all the tax roles applicable to retirees, examines investment instruments and evaluates a client's alternatives. This reference is supplemented with the latest legislative, judicial and administrative developments, taking into account a broad spectrum of circumstances and special issues, including: qualified plan...