Description
Book Synopsis: This ABA bestseller has helped thousands of estate planners understand the complex rules and regulations governing qualified retirement plan distributions and IRAs. Now newly updated, An Estate Planner's Guide to Qualified Retirement Benefits provides expert and current guidance for structuring benefits from qualified retirement plans and IRAs, consistently relating key distribution issues to current estate planning practice.
Topics covered include:
- The different types of qualified plans and the tax and non-tax rules relating to them
- The forms of distribution and the situations in which they need to be considered
- Penalty taxes
- Distribution requirements and how to calculate them
- Income taxation and handling rollovers
- Transfer taxes
- Spousal rights, QDROs, and community property considerations
- Estate and trust administration issues
- Practical planning strategies to avoid penalty and excise taxes on distributions while incurring the lowest income tax, and more
Includes appendices on tax consequences and hypothetical retirement plan scenarios, sample forms, and revenue rulings, private letter rulings, IRS news releases and notices.
Details
Unlock the secrets to maximizing retirement plan benefits with our best-selling book, "An Estate Planner's Guide to Qualified Retirement Plan Benefits, Sixth Edition." This expertly crafted resource has helped thousands of estate planners navigate the complex landscape of qualified retirement plan distributions and IRAs. With up-to-date information and current guidance, you'll learn how to structure benefits that align with your clients' estate planning goals.
Discover the ins and outs of qualified plans and the tax and non-tax rules surrounding them. From exploring the various forms of distribution to understanding penalty taxes and distribution requirements, this comprehensive guide covers it all. We'll delve into income taxation, handling rollovers, transfer taxes, spousal rights, QDROs, and even community property considerations. Leave no stone unturned in your quest for effective estate and trust administration.
Our book goes beyond theory and offers practical planning strategies to help you avoid penalty and excise taxes while minimizing income tax. You'll find valuable appendices that address tax consequences, hypothetical retirement plan scenarios, and provide sample forms. Additionally, we've compiled revenue rulings, private letter rulings, IRS news releases, and notices to keep you informed and up-to-date with the latest developments.
Don't let the complexity of qualified retirement plans intimidate you. Arm yourself with the knowledge and tools you need to unlock their full potential. Take control of your clients' futures by investing in "An Estate Planner's Guide to Qualified Retirement Plan Benefits, Sixth Edition."
Discover More Best Sellers in Estate Planning
Shop Estate Planning
My Estate Planner: Essential Information for My Family
Estate Planning - My Estate Planner: Essential Information for My Family
Estate Planning - The Complete Book of Wills, Estates & Trusts (4th Edition): Advice That Can Save You Thousands of Dollars in Legal Fees and Taxes
How Probate Works: A Guide for Executors, Heirs, and Families
Estate Planning - How Probate Works: A Guide for Executors, Heirs, and Families
Estate Planning - Executor's Checklist Notification of Death - Who To Notify After Someone Dies: Workbook For Executor or Personal Representative of Will or Estate
Estate Planning - I'm Dead Now What ?: im dead now what book organizer , End of life planner , My Final Wishes , A Simple Organizer to Provide Everything Your Loved ... Information in One Easy-to-Find Location...
Splitting Heirs: Giving Your Money and Things to Your Children Without Ruining Their Lives
Estate Planning - Splitting Heirs: Giving Your Money and Things to Your Children Without Ruining Their Lives
Estate Planning - JUST INCASE SH#T HAPPENS: What My Family Should Know if I Croak ~ Estate Planning Organizer & Will Planning Workbook ~ Humorous Final Wishes Planner, 8.5x11
The Inevitable: Dispatches on the Right to Die
Estate Planning - The Inevitable: Dispatches on the Right to Die
Estate Planning - What the fuck ! I'm Dead Now What ?: This planner, is dedicated to streamlining end-of-life arrangements, making it easier for your loved ones to handle matters after your departure.
