Self-Study Continuing Education Courses
for Financial Professionals

Integrating Investments and the Tax Code View Table of Contents [ Print This Page ] Credits: CFP®: 18 Licenses: CFP EA PACE A Beacon Hill Course-in-a-Book® - courses based on industry books written specifically for financial advisors. This course is based on the book Integrating Investments and the Tax Code by William Reichenstein, CFA, PhD, and William Jennings, CFA, PhD. About Integrating Investments and the Tax Code This book provides a thorough study of tax-favored investment vehicles and their investment implications. It describes a new approach to the calculation of asset allocation based on both before-tax and after-tax funds in taxable accounts. Using sophisticated spreadsheets and case study examples, the author provides instruction on how to measure the value of retirement income streams. From the publisher "This book contains two parts: Part I examines tax strategies when saving for retirement and education, which are the two most important goals for most people. It helps financial professionals give advice to their clients: Should a client save in a Roth IRA or a 401(k) account with matching contributions? Should he or she save in a mutual fund or a non-qualified tax-deferred annuity? Part II presents a new approach to calculating a family’s asset allocation. Unlike the traditional approach, the new approach distinguishes between before-tax and after-tax funds and includes the value of Social Security and other retirement income streams." Course Information  What's Included Book (published 2003, 318 pages), exam, answer sheet, 24-hour grading, certificate of completion, reporting to CFP Board. Note: If you already own the book, you can buy the exam materials only: click on the course-image at the bottom of the page. Additional CE credit Information CFP® and PACE credit available in all states. Field(s) of Study: Retirement Planning; Investments; Financial Planning, Tax planning. (NAPFA members: Go to the Resources page for a printable chart listing courses by NAPFA subject-area and recommended credit allocation). Program delivery method: Self-study–print.   How to Order Order online or by phone (800-588-7039) . To order online: Enter quantity below Click "Add to Cart." Discounts and shipping/handling, if applicable, are added during checkout, just before payment. Don't forget: Get 18% off when you order 3 or more courses! Price:  $149.00 Quantity