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Life & Death Planning for Retirement Benefits Paperback – 2006
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The newest edition of Natalie Choate's best-selling book. These are new books, (not used), direct from the publisher. Intended audience: lawyers, CPAs, financial planners, other professionals who advise individuals regarding tax treatment of their retirement benefits. The "Bible" on IRA distribution planning. Expected publication 10/1/06.
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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!
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.
If you have a question about distributions from a qualified plan or an IRA, you will find the answer here.