Living & Dying with Your IRA and Other Retirement Plans [Mass Market Paperback]

Bill, S. Wolfkiel (Author)

Book Description

Publication Date: September 17, 1998

Living & Dying With Your IRA and Other Retirement Plans is specifically written for IRA participants with account balances of over $750,000 and large estate holders with additional assets. This book outlines current lifetime distribution rules, income and estate tax issues, QTIP marital trust and trust usage rules, with applicable IRS regulations included as endnotes. It is an easy-to-use, in-depth manual, with many actual supported cases, that tells you: How to pay the absolute least amount of tax under the new IRS regulations.

How to delay paying tax as long as possible. How to avoid critical mistakes that have crushing consequences. How to maximize and preserve assets for your family-not the government.

Editorial Reviews

About the Author

Bill S. Wolfkiel, CLU, ChFC, EP, is Managing General Partner of American Wealth Transfer Group, LLLP. He specializes in estate planning and is the author of the best selling book Estate Planning Made Easy, second edition 1998, ISBN 0-7931-2712-2, Dearborn Financial Publishing, The Power of Charitable Remainder Trusts in Estate Planning, 1999, ISBN 0-9665320-1-5, Guild Publishing, and the soon-to-be published book, Top Ten Estate Planning Techniques for Large Estates in Ten Minutes.

With offices in San Clemente, Denver, and Phoenix, Bill has a national clientele and over 20 years of experience in helping individuals implement estate planning strategies. Bill has lectured throughout the United States on various aspects of advanced estate planning including such topics as charitable trusts, family foundations, family limited partnerships, limited liability companies, asset protection, generation-skipping techniques, and gifting strategies.

Product Details

• Mass Market Paperback: 257 pages
• Publisher: Guild Pub (September 17, 1998)
• Language: English
• ISBN-10: 0966532007
• ISBN-13: 978-0966532005
• Average Customer Review: 5.0 out of 5 stars  See all reviews (1 customer review)
• Amazon Best Sellers Rank: #3,240,546 in Books (See Top 100 in Books)

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Customer Reviews

Most Helpful Customer Reviews

8 of 9 people found the following review helpful:

5.0 out of 5 stars Excellent, very comprehensive, bottom-line planning advice!, October 4, 1999

By 

[e-mail] (Denver Colorado) - See all my reviews

This review is from: Living & Dying with Your IRA and Other Retirement Plans (Mass Market Paperback)

I was impressed with the complete coverage of the new IRS regulations packed into this book. It could easily be used as a complete retirement preparation handbook or plan re-evaluation guide. It is filled with effective estate planning strategy that is direct and easy to follow. The 25 page workbook at the end of the book answers a lot of questions you may have about your plan. It will pin-down and solve problems in any advanced plan. If you have a desire to know what your estate plan is really achieving, get this book!