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Review JK Lasser s New Rules for Estate Retirement and Tax Planning by Stewart H Welch III J Winston Busby

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The popular handbook to estate planning, now updated for 2018

Since its first publication in 2002, New Rules for Estate, Retirement, and Tax Planning has sold more than 40,000 copies, providing a solid, accessible introduction to estate planning for any age or income bracket. Now in its sixth edition, Estate, Retirement, and Tax Planning continues this tradition, covering such topics as trusts, donations, life insurance, and wills in easy-to-understand language that offers valuable insights and solid strategie

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Book ID Asin: 1119559138
Book Title: JK Lasser's New Rules for Estate, Retirement, and Tax Planning
Book Author: Stewart H. Welch III,J. Winston Busby
Book Format and Price:
Book Format Name: Kindle
Book Format Price: $15.00
Book Format Name: Paperback
Book Format Price: $22.49
Book Price: $22.49
Book Category: Books, Business & Money, Personal Finance and unknown
Book Rating: 107 ratings

JK Lasser's New Rules for Estate, Retirement, and Tax Planning by Stewart H. Welch III,J. Winston Busby Book Review

Name: Amazon Customer
Rating: 4.0 out of 5 stars
Title: A good reference
Date: Reviewed in the United States on April 20, 2021
Review: This book is excellent as far as it goes. There is a lot of useful material and many helpful tips, and many of the topics of estate taxation and retirement planning are covered. Unfortunately, no single book can cover everything, which I found out when looking for a specific issue regarding an estate income tax (1041) question. Some situations are so unique that they cannot be expected to be covered in any single publication. On the other hand, this book pointed me in the direction I needed to go, and made my subsequent research a little easier. I definitely recommend it.

Name: G. Scimeca
Rating: 2.0 out of 5 stars
Title: Skim, Don't Read
Date: Reviewed in the United States on November 2, 2021
Review: As an estate planner studying for a CFP, I found this book unnecessarily confusing and laborious to decipher. Here's a taste when describing their retirement strategy: "First, you determine how much annual cash flow you need and multiply that number by the number of years that you want to protect your income."

That clear enough? What does "protect" mean, avoiding investment risk or maintaining liquid assets? What "income" do they mean, retirement income, investment income, salary, or a combination of all the above? What years do not NOT want to "protect" your income? Now when you read on, it becomes somewhat clearer the exact process they have in mind, but they rely heavily on tables which are always fun to read. The entire book is like this, every idea is weighed down by confusing jargon that is either vague or undefined. When they do specifically define a term it is still unclear, for example defining "Adjusted Taxable Gifts" uses "taxable gifts" in the definition without explaining specifically what THAT is, and also "string provisions" which again goes undefined. In getting financial advice or strategies you should not have to wonder what it is you just read, it is really not all that confusing when explained properly, with simple examples that build on complexity. Sadly that is not the direction the authors went here.

Name: dolores booker
Rating: 5.0 out of 5 stars
Title: Good book
Date: Reviewed in the United States on March 21, 2022
Review: Nothings

Name: Hiker1200
Rating: 5.0 out of 5 stars
Title: Goes beyond the "basics"
Date: Reviewed in the United States on November 20, 2020
Review: Been looking for a retirement/tax planning book that goes beyond the basics found is so many PF books written by the usual authors - and this is it! This book has detail on current tax law, loopholes and limits for estate planning. I only wish the author had used more examples of non-traditional situations (not the basic husband+wife+children) - how about more examples if there is a second marriage, adult children, etc. That being said, they cover alot of issues and even have examples of how things can go wrong for really unique provisions and situations.

Name: Robt
Rating: 5.0 out of 5 stars
Title: clear; concise; comprehensive. Very impressive
Date: Reviewed in the United States on December 22, 2020
Review: Clear writing. Concise. Good TIPS highlighted. Covers the very basic needs as well as the needs for more complex situations. Good checklists and worksheets. Logical flow to clearly defined sections, so the reader can skip issues that are not relevant to her/him. I was also impressed with the references to Welch website with additional resources. Welch and Busby put a lot of thought into making this a pragmatic, balanced, easy-to-read guide for planning for estates. Good value for money.

Name: anne
Rating: 4.0 out of 5 stars
Title: lasser estate book and retirement
Date: Reviewed in the United States on September 1, 2020
Review: arrived as promised.. material wasnt what i expected to learn from it to advise clients ..

Name: Beatrice A. Daspit
Rating: 5.0 out of 5 stars
Title: Very helpful with my estate planning and selecting an attorney.
Date: Reviewed in the United States on July 5, 2019
Review: I am at the point in my life where want to make sure I don't outlive my income and also to plan my estate, will, etc. This book was very informative and pointed me in the right direction. I will use the book's advice on choosing an attorney, possibly creating a trust, and taking steps which will help to avoid probate. Many useful tips for my situation.

Name: Amazon Customer
Rating: 5.0 out of 5 stars
Title: Education never ceases
Date: Reviewed in the United States on November 30, 2020
Review: Learn the terms. Understand "fee only" means "best for you". Read this before you meet with tour attorney, planner and CPA.