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The Financial Planning Process
Insurance Planning and Risk Management
Employee Benefits Planning
8 other sections not shown
addition adjusted gross income and/or annuity applies assets basis beneficiary benefit period benefit plans bonds cafeteria plan cash value chapter client's financial comprehensive financial plan cost covered death tax defined-benefit defined-contribution dependent determine disability income earnings eligible employee benefits employee's employer contributions estate planning estate tax example federal estate tax financial advisor financial goals financial planning process full retirement age funds gift tax gross estate HMOs income tax increase individual inflation interest rate investment investor itemized deductions liability limit long-term loss marital deduction maximum Medicare medigap needs paid participant payable payments percent person policyowner portfolio premium purchase pure risks qualified receive reduced retirement benefits retirement income retirement planning risk tolerance Roth IRA salary Social Security specified surviving spouse tax purposes tax rate taxable income taxation taxpayer techniques term life insurance trust types typically worker