Retirement Plans and Retirement Planning, a newly revised ebook by Kenn B. Tacchino, JD, LLM, Professor of Taxation and Financial Planning at Widener University, is a valuable resource for financial planning students and practitioners. The book is published by FSP, a NAIFA Community, and Professor Tacchino is editor of FSP's Journal of Financial Service Professionals, which NAIFA members may access online as an educational benefit.

This ebook provides practitioners and students preparing to be financial planners the information and insights they need to serve their clients with state-of-the-art thinking. The content is designed to form a firm foundation of the knowledge needed to sit for the CFP® examination. Professor Tacchino creates a superior learning environment by presenting the information in his unique style, using techniques that facilitate acquiring and retaining knowledge.

With learning objectives and content in close alignment with CFP Board requirements, plus an array of learner-friendly tools employed by the author, Retirement Plans and Retirement Planning offers unique advantages over currently available resources in this subject area:

• Fully updated to incorporate the 2025 indexed retirement and Social Security numbers.
• Includes latest guidance on SECURE 2.0.
• Over 500 real-world examples to clarify major concepts in practical terms.
• Multiple strategies to enable financial planners to offer clients the best practices in the profession.
• Over 100 tables and checklists summarize the information and guide the financial professional in how to “check the boxes” for their clients.
• Succinct “bottom line” summaries that help emphasize learning the material rather than just reading Tax Code explanations.
• Highlighted key vocabulary terms to help master the “language of retirement.”

Each of the 20 chapters focuses on preparing the reader to become a specialist on key topics. The text also contains practice-management and ethics sidebars that add value to a financial service practice.

NAIFA Members: As a benefit of membership, NAIFA members may purchase the ebook for $75 (a savings of $54). The purchase price also includes future updates to the publication should it be revised. Purchase details are available from NAIFA.