Estate and Retirement Planning Answer Book, 2007 Edition (Answer Books)
October 19, 2008
Estate and Retirement Planning Answer Book, 2007 Edition (Answer Books) Estate and Retirement Planning Answer Book (2007 Edition) provides quick and authoritative answers to help the estate planning professional decide how to integrate the receipt of retirement plan distributions with clients’ estate plans, how to choose and design the type of retirement plan that best suits the client’s needs, and how to comply with the growing number of federal requirements and tax rules that apply to these plans. Discussion includes such topics as the final minimum distribution rules for individual retirement accounts, qualified plan distributions, usage of insurance as a qualified plan asset, and changes in the law to reflect the latest legislation. In addition, coverage includes numerous examples that illustrate specific applications and situations as well as practice pointers that highlight recent interpretations of IRS regulations and provide cautions concerning common pitfalls.
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