An Estate Planner's Guide to Qualified Retirement Plan Benefits

An Estate Planner's Guide to Qualified Retirement Plan Benefits PDF Author: Louis A. Mezzullo
Publisher: American Bar Association
ISBN: 9781590319390
Category : Deferred compensation
Languages : en
Pages : 182

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Book Description
Written for the non-ERISA specialist, this practical guide provides expert advice on how to structure benefits from qualified retirement plans and IRAs. Incorporating significant changes made by the Pension Protection Act of 2006 and the final regulations regarding the required minimum distribution rules, it clarifies distribution options, summarizes the rules of defined benefit and defined contribution plans, discusses tax rules, regulations, and penalties, and highlights the dangers of some traditional estate planning techniques. Includes appendices on CD-ROM.

An Estate Planner's Guide to Qualified Retirement Plan Benefits

An Estate Planner's Guide to Qualified Retirement Plan Benefits PDF Author: Louis A. Mezzullo
Publisher: American Bar Association
ISBN: 9781590319390
Category : Deferred compensation
Languages : en
Pages : 182

Get Book Here

Book Description
Written for the non-ERISA specialist, this practical guide provides expert advice on how to structure benefits from qualified retirement plans and IRAs. Incorporating significant changes made by the Pension Protection Act of 2006 and the final regulations regarding the required minimum distribution rules, it clarifies distribution options, summarizes the rules of defined benefit and defined contribution plans, discusses tax rules, regulations, and penalties, and highlights the dangers of some traditional estate planning techniques. Includes appendices on CD-ROM.

Life and Death Planning for Retirement Benefits

Life and Death Planning for Retirement Benefits PDF Author: Natalie B. Choate
Publisher:
ISBN:
Category : Estate planning
Languages : en
Pages : 472

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Book Description


The Lawyer's Retirement Planning Guide

The Lawyer's Retirement Planning Guide PDF Author: Susan A. Berson
Publisher: American Bar Association
ISBN: 9781604427158
Category : Estate planning
Languages : en
Pages : 280

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Book Description
This practical book provides guidance on investing your money to produce sufficient funds for the lifestyle you want to lead, and then on managing your retirement withdrawals so that your money will last you a lifetime. You'll discover how you can combat inflation, plan for expenses, and protect against overall portfolio risks.

Life and Death Planning for Retirement Benefits 2019

Life and Death Planning for Retirement Benefits 2019 PDF Author: Natalie B. Choate
Publisher:
ISBN: 9780964944091
Category : Estate planning
Languages : en
Pages : 648

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Book Description
What estate planning and tax professionals need to know to advise clients about their IRAs and other retirement plans

An Estate Planner's Guide to Life Insurance

An Estate Planner's Guide to Life Insurance PDF Author: Louis A. Mezzullo
Publisher: Section of Real Property Probate & Trust Law
ISBN:
Category : Estate planning
Languages : en
Pages : 112

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Book Description


Field Guide to Estate Planning, Business Planning, & Employee Benefits

Field Guide to Estate Planning, Business Planning, & Employee Benefits PDF Author: Donald F. Cady
Publisher:
ISBN: 9780872186095
Category : Business & Economics
Languages : en
Pages : 556

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Book Description


Retirement Planning Guide

Retirement Planning Guide PDF Author: Sidney Kess
Publisher: Cch
ISBN: 9780808090304
Category : Business & Economics
Languages : en
Pages : 415

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Book Description
The S corporation is the most popular entity for closely-held businesses, but the rules that regulate S corporations and make it a popular choice are complex, confusing and changing. CCH's popular S Corporation Taxation offers an indepth and comprehensive analysis to S corporation taxation and uses extensive examples to illustrate both simple and complex situations. In areas where authorities do not provide clear guidance, the author constructs plausible courses of action, with appropriate analysis.

Retiring Right

Retiring Right PDF Author: Lawrence J. Kaplan
Publisher: Square One Publishers, Inc.
ISBN: 9780757001321
Category : Business & Economics
Languages : en
Pages : 428

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Book Description
A complete guide to understanding and planning budgets, investments, social security, housing, health coverage, Medicare, estate planning, insurance, legal affairs, activities, and more--Cover.

Estate Planning for Qualified Retirement Plans & IRA Benefits

Estate Planning for Qualified Retirement Plans & IRA Benefits PDF Author: Richard Y. LeMaster
Publisher:
ISBN:
Category : Divorce settlements
Languages : en
Pages :

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Book Description


Financial and Estate Planning Guide

Financial and Estate Planning Guide PDF Author: CCH Editors
Publisher:
ISBN: 9780808010678
Category : Law
Languages : en
Pages : 1002

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Book Description
"A guidebook for professionals who structure, tailor and administer financial and estate plans. The guide explains all the important planning concepts, and examines the most important techniques used to set and meet the financial goals of clients and their families."