CCH Retirement Planning Guide Presents New Opportunities, Reflects Recent Developments

(RIVERWOODS, ILL., May 16, 2002) The need for retirement planning – and retirement planners – has never been greater, according to CCH INCORPORATED (CCH), a leading provider of tax, financial planning and business information and software. To introduce professionals to the basics of this growing specialty, CCH has published a new edition of the CCH Retirement Planning Guide by noted tax and financial planning experts, Sidney Kess and Barbara Weltman. ($52, 326 pages. To order, call CCH at 1-800-248-3248 or visit the CCH Online Store at

In the second edition of this useful book, Kess and Weltman provide a wealth of ideas, suggestions and strategies and identify new opportunities presented by recent legislation and regulations affecting retirees and those preparing for retirement. They draw upon their many years of experience in developing solid retirement plans for individuals and families and in educating professionals on this critical area.

The book begins with an overview of retirement planning, placing the need for retirement planning in perspective with current society-wide trends, identifying the types of planning needed in various life stages and defining the role of planners – who are often members of a retirement planning team.

In a clear, concise and step-by-step manner, the CCH Guide to Retirement Planning covers key areas and approaches to developing solid retirement plans, including setting retirement goals, accumulation strategies, distribution strategies, life insurance, Social Security, medical coverage, where to retire, considerations for business owners, estate planning as it relates to topic of retirement and much more.

The Guide provides commentary and analysis of issues that involve both the ' art and science of retirement planning, thoroughly grounding practitioners in fundamental concepts while also covering new rules for pensions and 401(k) plans, home sales, IRAs, retirement distributions, capital gains, estate and gift taxes and other areas that require a fresh review of clients’ existing retirement and estate plans. Valuable forms, checklists, tables and planning pointers round out this up-to-date introduction to the theory and practice of retirement planning.

Availability and Pricing

For more information or to order the 326-page second edition of the CCH Retirement Planning Guide, contact CCH at 1-800-248-3248 or visit the CCH Online Store at Single copy price is $52 plus applicable tax, shipping and handling. Quantity discounts and school adoption pricing are available.


CCH INCORPORATED, headquartered in Riverwoods, Ill., was founded in 1913 and has served four generations of business professionals and their clients. The company produces more than 700 electronic and print products for the tax, legal, securities, insurance, human resources, health care and small business markets. CCH is a wholly owned subsidiary of Wolters Kluwer U.S. The CCH web site can be accessed at The CCH tax and accounting web site can be accessed at

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EDITORS NOTE: For members of the press, a complimentary review copy of the CCH Retirement Planning Guide is available by contacting Leslie Bonacum at 824-267-7153 or