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Inherited IRAs

Inherited IRAs What Every Practitioner Must Know

Author: Seymour Goldberg
Publisher: American Bar Association
ISBN: 9781614388128
Published In: February 2013
Format: Paperback , 198 pages
Jurisdiction: U.S. ? Disclaimer:
Countri(es) stated herein are used as reference only

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The rules and regulations surrounding estate planning and retirement asset distributions can be very confusing. One seemingly tiny mistake or oversight could result in a morass of legal issues and penalties, about which a less-informed practitioner may be completely unaware. It is your responsibility as a practitioner to be familiar with these retirement distribution rules and know how to implement an estate plan that includes retirement-type assets, such as IRAs.

Inherited IRA's: What Every Practitioner Must Know is your complete guide to effectively implementing an estate plan that includes retirement-type assets, written especially for the practitioner. This important book serves as a guide to alert you, as a practitioner, to many of the retirement distribution rules that you must know in order to effectively safeguard your client and their retirement assets.

Within this concise guide, you'll find more than 100 scenarios, questions, and answers that you will most likely encounter as a practitioner dealing with often complex retirement asset distribution. In addition, checklists, sample forms, and summaries of court rulings on inherited IRA cases will provide you with additional tools and resources that will help you serve your clients through what is often a very difficult time in their lives.

This essential resource can help any retirement and estate practitioner be more responsive to questions about retirement distribution planning, and be more successful at their craft.

"Over the years I have heard Sy give wonderful presentations in a number of sessions on IRAs. They are always erudite, well prepared talks that inevitably inspire his audiences."
-Stuart Kessler, CPA, JD, Former Chairman of the American Institute of Certified Public Accountants (AICPA) and former President of the New York State Society of CPAs

"I have known Seymour (Sy) Goldberg for the better part of a decade, and have worked with him to develop a number of professional publications, covering retirement and estate planning issues. Sy has an uncanny ability to hone in on the minutiae of an issue--often missed by other professionals--bring the issues to light, and explain them in a down-to-earth manner that can be understood and put into practice, by experts and generalists alike."
-Martin A. Censor, Esq., Editor of Tax and Financing Planning Publications, AICPA

"Seymour Goldberg has been an invaluable resource to my firm assisting us in all areas of planning and administration with retirement assets. His technical ability exceeds all others. I am very fortunate to have him available as a professional as well as a friend."
-David R. Okrent, Esq., CPA, Managing Attorney, The Law Offices of David R. Okrent