An Estate Planner's Guide to Qualified Retirement Plan Benefits PDF Download
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Author: Louis A. Mezzullo
Publisher: American Bar Association
ISBN: 9781590319390
Category : Business & Economics
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.
Author: Louis A. Mezzullo
Publisher: American Bar Association
ISBN: 9781590319390
Category : Business & Economics
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.
Author: Natalie B. Choate
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 472
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Book Description
Author: Natalie B. Choate
Publisher:
ISBN: 9780964944015
Category : Estate planning
Languages : en
Pages : 480
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Book Description
Author: Thomas J. Ray (Jr.)
Publisher: American Bar Association
ISBN: 9781590318782
Category : Business & Economics
Languages : en
Pages : 876
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Book Description
When Congress passed the Pension Protection Act of 2006, they created what may be the most significant reform to charitable planning since the Tax Reform Act of 1969. This practice-focused book is now fully updated to explain the legislation's impact on all aspects of charitable planning. It provides clear and insightful explanations of all relevant tax law, financial considerations, and includes drafting guidelines, and forms to assist with clients' charitable giving needs as part of a comprehensive estate and financial plan. Includes drafting guides and sample forms on CD-ROM.
Author: Louis A. Mezzullo
Publisher: American Bar Association
ISBN: 9781604425024
Category : Law
Languages : en
Pages : 126
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Book Description
Author:
Publisher: CCH
ISBN: 9780808091790
Category : Business & Economics
Languages : en
Pages : 1100
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Book Description
The CCH Financial and Estate Planning Guide is the premier guidebook for professionals who structure, tailor and administer financial and estate plans. In the clearest of language, 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.
Author:
Publisher:
ISBN:
Category :
Languages : en
Pages : 84
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Book Description
The ABA Journal serves the legal profession. Qualified recipients are lawyers and judges, law students, law librarians and associate members of the American Bar Association.
Author: Ray D. Madoff
Publisher: CCH
ISBN: 9780808092339
Category : Business & Economics
Languages : en
Pages : 844
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Book Description
Practical Guide to Estate Planning provides an overview of estate planning, offering the widest variety of discussion on planning principles and tools from the simple to the sophisticated. This book is not lacking in detail, witnessed by its well-annotated collection of forms that will appeal to many experienced estate planners. The layout of this book reflects its emphasis on simplicity and clarity. It is divided into four major sections, the first of which provides a general view of the estate planning process.
Author:
Publisher:
ISBN:
Category :
Languages : en
Pages : 84
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Book Description
The ABA Journal serves the legal profession. Qualified recipients are lawyers and judges, law students, law librarians and associate members of the American Bar Association.
Author: Cynthia Sharp
Publisher: American Bar Association
ISBN: 9781627225595
Category : Lawyers
Languages : en
Pages : 0
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Book Description
This book is an essential resource for any lawyer committed to building and maintaining a strong and secure financial future. It outlines "need to know" information in clear and concise terms, and presents an actionable plan that leads to financial success.
