Advising the 60+ Investor

Advising the 60+ Investor

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Advising the 60+ Investor offers tax and financial planners an authoritative resource for the financial concerns of those who have retired or are about to retire. Drawing on the combined expertise of tax, finance, and accounting professionals, this book makes it easier for financial advisors to present their clients with a full range of planning strategies and to provide practical advice custom tailored to their clients' individual circumstances. An abundance of detailed, real-world examples illustrate many of the most common financial situations faced by older investors, and handy computation aids and data tables make calculations clear, quick, and straightforward.Is the client s investment portfolio structured in a way that is appropriate for his or her financial situation? ... If the reader desires detailed information on topics regarding investments and portfolio management, excellent sources are ... topics, excellent sources are also available (see David M. Cordell, ed., Fundamentals of Financial Planning, third edition, Bryn Mawr. ... levels of income on a relatively risk-free basis, would hold a greater percentage of bonds and other income- producinganbsp;...

Title:Advising the 60+ Investor
Author: Darlene Smith, Dale Pulliam, Holland Tolles
Publisher:John Wiley & Sons - 1999-06-09

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