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Title: The Tools & Techniques of Employee Benefit and Retirement Planning by Stephen R. Leimberg, John J. McFadden ISBN: 0-87218-634-2 Publisher: Natl Underwriter Co Pub. Date: 01 July, 2003 Format: Paperback List Price(USD): $52.95 |
Average Customer Rating: 2 (3 reviews)
Rating: 2
Summary: Not for average consumer
Comment: I do not recommend this book as a main source of information for the average reader. It is informational, but probably incomplete and not useful in deciding which plan to implement. It is used as a supplement (not even the main textbook) in an advanced Certified Financial Planning (CFP) course. Students in this course already have proven knowledge of key concepts regarding taxes, investments, risk management-insurance, etc. This is tough education/training that is being undertaken by people who's main job is (will be) to advise on these subjects.
Rating: 3
Summary: Informative But Organized Poorly.
Comment: The other review for this book refers to it as dry. Frankly, I have yet to read a riveting book on the retirement plan regulations. Liemberg touches on all the relevent topics that can arise when planning a retirement program for a company or an individual. What makes the book so tedious is that so much of the first 250 pages covering the various retirement saving vehicles rehash the same ERISA/IRS regulations every chapter. Chapters 25 through 27 which sumarize these regulations should be at the beginning of the book and then each chapter covering a retirement plan would only need a table referring to them. Liemberg instead tortures the readers with them in virtually every chapter from Ch.s 8 - 24. The meat of the book is then followed by about 25 short chapters covering all sorts of additional corporate benefits such as life and health insurance and reimbursement plans. Leimberg should be applauded for including so many topics but should have gotten his act together with the organization after 8 editions. For those of you that need to read this for the CFP or related professional tests, I suggest reading chapters 25-27 before reading Ch.s 8-24.
Rating: 1
Summary: Poorly Written Textbook
Comment: This is a poorly written textbook. It is dry, uninformative and lacks any cohesive organization that would make the material easier to understand. The author uses a set template for each topic (Advantages, Disadvantages, Tax Implications etc.) that sometimes fits and sometimes does not fit the topic at hand. In more than one case, there are bullet items that repeat the same text as previously bulleted items. This is just sloppy editing and a lack of attentiveness ...
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Title: Tools and Techniques of Estate Planning, 12th Edition by Stephan R. Leimberg, Jerry A. Kasner, Stephen N. Kandell, Ralph Gano Miller, Morey S. Rosenbloom, Herbert L. Levy, Timothy C. Polacek ISBN: 0872182916 Publisher: Prentice Hall Pub. Date: 20 November, 2002 List Price(USD): $64.95 |
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Title: Life and Health Insurance (13th Edition) by Harold Skipper, Kenneth Black ISBN: 0138912505 Publisher: Prentice Hall Pub. Date: 07 September, 1999 List Price(USD): $129.00 |
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Title: Prentice Hall's Federal Taxation 2004: Individuals by Thomas R. Pope, Kenneth E. Anderson, John L. Kramer ISBN: 0130082228 Publisher: Prentice Hall Pub. Date: 01 April, 2003 List Price(USD): $122.00 |
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Title: Personal Finance and Workbook and Software Guide Package, Third Edition by Arthur J. Keown ISBN: 0131041568 Publisher: Prentice Hall Pub. Date: 24 January, 2003 List Price(USD): $114.00 |
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Title: Investments (6th Edition) by William F. Sharpe, Gordon J. Alexander, Jeffery V. Bailey ISBN: 0130101303 Publisher: Prentice Hall Pub. Date: 20 October, 1998 List Price(USD): $130.00 |
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