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Author:

Dalton, James F. author.

Title:

Retirement planning and employee benefits / James F. Dalton, Michael A. Dalton ; ; [contributing authors, Sherri Donaldson, Randal R. Cangelosi].

Edition:

16th edition.

Publisher:

Money Education (Me),

Copyright Date:

2020

Description:

xxiv, 888 pages : color illustrations ; 26 cm

Subject:

Retirement income--Planning.
Retirees--United States--Finance, Personal.
Employee fringe benefits--United States.
Lump sum distributions (Pensions)--United States.
Pensions--Taxation--United States.
Individual retirement accounts--Taxation--United States.

Other Authors:

Dalton, Michael, author.
Donaldson, Sherri, author.
Cangelosi, Randal R., author.

Notes:

Includes index.

Contents:

Chapter 1. Introduction to retirement planning -- Chapter 2. Retirement planning accumulations and distributions -- Chapter 3. Qualified plan overview -- Chapter 4. Qualified pension plans -- Chapter 5. Profit sharing plans -- Chapter 6. Stock bonus plans & Employee stock ownership plans -- Chapter 7. Distributions from qualified plans -- Chapter 8. Installation, administration and termination of qualified plans -- Chapter 9. IRAs and SEPs -- Chapter 10. Simple, 403(b), and 457 plans -- Chapter 11. Social Security -- Chapter 12. Deferred compensation and nonqualified plans -- Chapter 13. Employee benefits: Fringe benefits -- Chapter 14. Employee benefits: group benefits -- Chapter 15. Item sets and the Mike & Maria Roman Case -- Appendix.

ISBN:

1946711292
9781946711298

OCLC:

(OCoLC)1196830724

Locations:

USUX851 -- Iowa State University - Parks Library (Ames)