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Advising the 60+ Investor: Tax and Financial Planning Strategies (Wiley Financial Advisor) by Smith, Darlene, Pulliam, Dale, Tolles, Holland is a business book available to read on EtoBox.

What is Advising the 60+ Investor: Tax and Financial Planning Strategies (Wiley Financial Advisor) about?

Includes index, 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

Who reads Advising the 60+ Investor: Tax and Financial Planning Strategies (Wiley Financial Advisor)?

Author

Smith, Darlene, Pulliam, Dale, Tolles, Holland

Publisher

New York : Wiley

Published

1999

Language

EN

ISBN

9780471333531

Category

business

Subjects

Finance, Business, Accounting

Rating

2.3 / 5 (2 ratings)

Updated

2026-03-14