Advising the 60+ Investor
- Darlene Smith
- Dale Pulliam
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Know about the book -
Advising the 60+ Investor is written by Darlene Smith and published by John Wiley & Sons. It's available with International Standard Book Number or ISBN identification 0471333530 (ISBN 10) and 9780471333531 (ISBN 13).
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.
