Retirement planning and employee benefits
By: James F. Dalton, Michael A. Dalton ; [contributing authors, Sherri Donaldson, Randal R. Cangelosi]
Contributors: Dalton, Michael, author; Donaldson, Sherri, author; Cangelosi, Randal R., author
Edition: 16th edition.
Publisher: Money Education (Me); Money Education
Published: 2020
Place of publication: Metairie, LA
Language: eng
Number of pages: 888
ISBN-13: 9781946711298
Subjects: Retirement income; Planning; Retirees; Personal Finance; Employee fringe benefits; Lump sum distributions (Pensions); Pensions; Taxation; Individual retirement accounts
Notes: Includes bibliographical references and index
Table of contents: title: Chapter 1. Introduction to retirement planning; title: Chapter 2. Retirement planning accumulations and distributions; title: Chapter 3. Qualified plan overview; title: Chapter 4. Qualified pension plans; title: Chapter 5. Profit sharing plans; title: Chapter 6. Stock bonus plans & Employee stock ownership plans; title: Chapter 7. Distributions from qualified plans; title: Chapter 8. Installation, administration and termination of qualified plans; title: Chapter 9. IRAs and SEPs; title: Chapter 10. Simple, 403(b), and 457 plans; title: Chapter 11. Social Security; title: Chapter 12. Deferred compensation and nonqualified plans; title: Chapter 13. Employee benefits: Fringe benefits; title: Chapter 14. Employee benefits: group benefits; title: Chapter 15. Item sets and the Mike & Maria Roman Case; title: Appendix.