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Retirement Planning
Advising the 60+ Investor: Tax and Financial Planning Strategies
Darlene Smith, Dale Pulliam and Holland Tolles
A must for every planner's library, focusing on financial and Internal Revenue Code issues facing retired or soon-to-be retired clients.
Financial Planning for Physicians and Healthcare Professionals 2001:
Economic Survival Skills in the Era of Managed Care
Dr. David Edward Marcinko MBA CFP, David E. Marcinko
Planning for Retirement Distributions: Tax, Financial and Personal Aspects
Eric Donner
Timely solutions for professionals advising as to the complicated issues surrounding distributions.
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Sponsored by James J. Eccleston, an attorney representing stockbrokers, financial planners and
investors nationwide in arbitration, litigation and regulatory matters, and a shareholder with the law firm
Shaheen, Novoselsky, Staat, Filipowski & Eccleston
P.C.(www.snsfe-law.com). This Web site contains material
of general interest. It is neither intended to, nor constitutes, either legal advice or investment advice.
Always consult an attorney and/or investment advisor when building and protecting your wealth.
All content Copyright © 2008 Advocate Capital Management, Inc. except where noted. All rights reserved.
20 North Wacker Drive, Suite 2900, Chicago, Illinois 60606
Telephone: 312-621-4400 | Fax: 312-621-0268
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