Retirement Plans and Retirement Planning
Retirement Plans and Retirement Planning
By: Kenn B. Tacchino, JD, LLM
Retirement Plans and Retirement Planning provides practitioners and students preparing to be financial planners with the information and insights they need to serve their clients with state-of-the-art thinking; content is designed to provide readers with the in-depth knowledge and practical skills needed by retirement planning specialists. Professor Tacchino presents the information in a unique style, using techniques that facilitate acquiring and retaining knowledge.
Title information
Retirement Plans and Retirement Planning provides practitioners and students preparing to be financial planners with the information and insights they need to serve their clients with state-of-the-art thinking; content is designed to provide readers with the in-depth knowledge and practical skills needed by retirement planning specialists. Professor Tacchino presents the information in a unique style, using techniques that facilitate acquiring and retaining knowledge.
With learning objectives and content in close alignment with CFP Board requirements, plus an array of learner-friendly tools employed by the author, Retirement Plans and Retirement Planning offer unique advantages over currently available resources in this subject area:
- Fully updated to incorporate the provisions of SECURE 2.0
- Addendum with 2024 Indexed Retirement and Social Security Numbers
- Countless real-world examples to clarify major concepts
- Multiple strategies enable the financial planner to offer clients the best practices in the profession
- Summary charts and checklists that give the reader the context and perspective of a 10,000-foot view
- Succinct “bottom line” summaries that review how the material relates to the client
- Easier access to the “language of retirement” with highlighted key vocabulary terms
The text also contains practice management and ethics sidebars that can add value to a financial service practice. In addition, there is an equal focus on educator-friendly features that will foster effective instruction
Financial advisors are positioned to influence the financial and emotional well-being of large portions of US citizens. Mastery of the content of this essential resource will provide an important service that can have a positive impact on society; the author’s presentation makes that an achievable goal.
Kenn B. Tacchino, JD, LLM
Kenn B. Tacchino, JD, LLM, is the Boettner Endowed Professor in Financial Planning at Widener University’s School of Business Administration, where he teaches courses in taxation, pensions and retirement planning, and financial planning. Professor Tacchino also serves as editor of the prestigious Journal of Financial Service Professionals, a position he has held for 22 years.
As a consultant to The American College for Financial Services, Professor Tacchino was instrumental in creating the Retirement Income Certified Professional (RICP) designation, one of the fastest growing designations in the financial planning field.
He is the author of hundreds of articles on retirement planning, employee benefits, and financial planning, and has been published in the Journal of Financial Service Professionals, Benefits Quarterly, Journal of Personal Finance, MarketWatch, and the Journal of Financial Planning.
Professor Tacchino has won awards for both his teaching and his scholarly writing. He is a graduate of Muhlenberg College (BA), Western New England School of Law (JD), and Widener University School of Law (LLM in Taxation). Professor Tacchino is a retired member of the New Jersey Bar.
Steve Parrish, JD, RICP, CLU, ChFC, AEP
Contributing Author
Steve Parrish, JD, RICP, CLU, ChFC, AEP, is adjunct professor of advanced planning and codirector of the American College Center for Retirement Income. His areas of expertise include business planning, executive compensation, life insurance law, nonprofit management philanthropy, Social Security, and wealth management.
With 40 years’ experience as an attorney and financial planner, Professor Parrish is a recognized industry authority, spokesperson, and author serving as an ongoing columnist for both Forbes.com and the Journal of Financial Service Professionals.
Professor Parrish was employed at Principal Financial Group from February 1997 until June 2015. He received his B.A., cum laude, from Saint Olaf College, and his Juris Doctor from the William Mitchell College of Law.