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The Tools & Techniques of Investment Planning, 5th edition

The must-have guide for financial planning practitioners.

Detailed descriptions of complex investment products and strategies
Easy-to-read explanations of how various investment products work and when they should be employed
Clear, thorough examples showing exactly how various investment products and strategies generate income
Comprehensive explanation of investment-related tax concepts
The latest tax changes associated with SECURE Act 2.0, the SECURE Act and the Tax Cuts and Jobs Act

The Guidance You Need from the Experts You Trust

National Underwriter, a division of ALM Media, LLC, has been the first in line with the targeted tax, property & casualty, employee benefits, estate planning and financial planning information you need to make critical business decisions and best advise clients. Boasting nearly a century of expert experience, our reputable editors are dedicated to putting accurate and relevant information right at professionals’ fingertips.

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FC&S Expert Coverage Interpretation

Your single, trusted, objective source for insurance policy analysis.

Leimberg Library

Apply the trusted "Tools & Techniques" approach to financial, retirement, and estate planning.