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Estate & Retirement Planning Answer Book (2012)

Estate & Retirement Planning Answer Book (2012)

Author: William D. Mitchell
Publisher: CCH U.S.
ISBN: 9780808027270
Published In: September 2011
Format: Paperback , 1300 pages
Jurisdiction: U.S. ? Disclaimer:
Countri(es) stated herein are used as reference only

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Description
Contents

Details

Estate and Retirement Planning Answer Book (2012) provides expanded coverage of financial and estate planning strategies for implementing individualized solutions for the special problems associated with retaining accumulated wealth for retirement and estate planning purposes. With its comprehensive two-part approach to the complex issues that link retirement planning and estate planning, Estate and Retirement Planning Answer Book (2012), includes coverage of such topics as the final minimum distribution rules for individual retirement accounts and qualified plan distributions, the use of insurance as a qualified plan asset, and changes in the law to reflect the latest legislation.

Replete with scores of examples that illustrate and analyze estate planning strategies and their effects, Estate and Retirement Planning Answer Book (2012), brings insight and expertise to the realm of estate and retirement planning by focusing on the tax-free transfer of wealth and by providing an insider's view of the various retirement benefits available to the corporate executive under both qualified and non-qualified retirement plans.

The Accumulation And Preservation Of Wealth
Wills, Revocable Trusts, And Other Alternatives
Overview Of Tax Principles
The Marital Deduction
Bypass Trusts
Gifts
Life Insurance
Annuities
Valuation Of Business Interests And Other Property
Charitable Contributions
Funding For Liquidity
Using Trusts With Grantor Retained Interests In Estate Planning
Asset Protection
Benefits And Tax Planning In Marital Settlements
Post-Death Estate Planning
Benefit Plans
Tax-Qualified Retirement Plans
Employee Stock Ownership Plans
Nonqualified Retirement Plans
Personal Investing
Business Transfers
Individual Retirement Accounts And Simplified Employee Pensions
Tax-Qualified Plan Distributions
Distributions From Nonqualified Plans
Protection Of Retirement Income
Incapacity And Other Retirement Issues
Estate Planning For Qualified Retirement Plan Benefits And IRAs
Estate Planning For Nonqualified Retirement Plans
Ira Distributions
Audits, Administrative Proceedings, And Tax Court Litigation
Family Limited Partnerships
Appendix A. Treasury Regulations Section 1.401(A)(9)-9 Life Expectancy And Distribution Period Tables
Appendix B. Act/Public Law Number