Finance Financial Planning

Estate & Retirement Planning Answer Book (2012)

By William D. Mitchell
CCH U.S. September 2011

Specifications

ISBN-13
9780808027270
Publisher
CCH U.S.
Publication
September 2011
Format
Paperback , 1300 pages
Jurisdiction
U.S. ? Countri(es) for reference only

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.

Table of Contents

  • 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
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