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."
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