- Paperback: 576 pages
- Publisher: Ataxplan Publications; 6TH edition (2006)
- Language: English
- ISBN-10: 0964944073
- ISBN-13: 978-0964944077
- Product Dimensions: 9 x 6 x 1.5 inches
- Shipping Weight: 1.4 pounds
- Average Customer Review: 4.3 out of 5 stars See all reviews (6 customer reviews)
- Amazon Best Sellers Rank: #416,622 in Books (See Top 100 in Books)
Enter your mobile number below and we'll send you a link to download the free Kindle App. Then you can start reading Kindle books on your smartphone, tablet, or computer - no Kindle device required.
Getting the download link through email is temporarily not available. Please check back later.
To get the free app, enter your mobile phone number.
Life & Death Planning for Retirement Benefits Paperback – 2006
Excel 2016 For Dummies Video Training
Discover what Excel can do for you with self-paced video lessons from For Dummies. Learn more.
Customers Who Viewed This Item Also Viewed
Top Customer Reviews
I anxiously await each new edition, feeling secure that now I'll be up-to-date again with the latest planning ideas, tips and techniques in this area of the tax law.
Written in a down-to-earth style but with complete footnotes and citations, Ms. Choate's book is the go-to source for my questions about: what are the basic rules governing the minimum distribution payouts from retirement plans? what special options are available to a surviving spouse? what are the rollover rules? can or should the beneficiary sign a "disclaimer"? what are the Roth IRA rules? can I leave my IRA to a charity? should I name the marital or credit shelter trust as beneficiary of my client's IRA? what are the pros and cons of doing so? what are the pitfalls of naming the family trust as IRA beneficiary? what are the IRS "trust rules" to follow when naming any kind of trust as beneficiary of a qualified plan or IRA? The list goes on and on...
If you do ANY planning or advising clients in the area of naming beneficiaries of IRAs or qualified retirement plans, you simply must have a copy of this 575-page book on your bookshelf. Well worth the modest expense!
If you have a question about distributions from a qualified plan or an IRA, you will find the answer here.
I'm a financial advisor. This book was recommended by IRA expert Ed Slott. Apparently, this is the book that he uses for authoritative information. Over the past eight years, I've found it to be an invaluable resource.
Most Recent Customer Reviews
I didn't look at the date/edition of this close enough, so was disappointed when I received the 2009 edition in 2015. Read morePublished 7 months ago by jen_at_law
The book is well written and very helpful in this confusing area of the law. I would like a summary of important sections and even more examples of provisions that could be used in... Read morePublished 18 months ago by David Ray Carver