An Estate Planner's Guide to Qualified Retirement Plan Benefits, Fifth Edition

    By Louis A Mezzullo

    An Estate Planner's Guide to Qualified Retirement Plan Benefits, Fifth Edition

    An Estate Planner's Guide to Qualified Retirement Plan Benefits, Fifth Edition

    By Louis A Mezzullo

    This clearly written guide, now completely revised and updated, provides comprehensive, practical advice for the non-ERISA specialist on how to structure benefits from qualified retirement plans and IRAs to achieve maximum benefits for your client.

    An Estate Planner's Guide to Qualified Retirement Plan Benefits, Fifth Edition

    By Louis A Mezzullo

    An Estate Planner's Guide to Qualified Retirement Plan Benefits, Fifth Edition

    An Estate Planner's Guide to Qualified Retirement Plan Benefits, Fifth Edition

    By Louis A Mezzullo

    This clearly written guide, now completely revised and updated, provides comprehensive, practical advice for the non-ERISA specialist on how to structure benefits from qualified retirement plans and IRAs to achieve maximum benefits for your client.
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    This ABA bestseller has helped thousands of estate planners understand the complex rules and regulations governing qualified retirement plan distributions and IRAs. Now newly updated, An Estate Planner’s Guide to Qualified Retirement Benefits provides expert and current guidance for structuring benefits from qualified retirement plans and IRAs, consistently relating key distribution issues to current estate planning practice. Topics covered include:

    • The different types of qualified plans and the tax and non-tax rules relating to them
    • The forms of distribution and the situations in which they need to be considered
    • Penalty taxes
    • Distribution requirements and how to calculate them
    • Income taxation and handling rollovers
    • Transfer taxes
    • Spousal rights, QDROs, and community property considerations
    • Estate and trust administration issues
    • Practical planning strategies to avoid penalty and excise taxes on distributions while incurring the lowest income tax, and more

    Includes appendices on tax consequences and hypothetical retirement plan scenarios, sample forms, and revenue rulings, private letter rulings, IRS news releases and notices.

    Product Details

    Sponsor Groups

    Section of Real Property, Trust and Estate Law

    Publisher

    ABA Book Publishing

    Author

    Louis A Mezzullo

    ISBN

    9781634254779

    Page Count

    221

    Product Code

    5430868

    Sponsor Groups

    Section of Real Property, Trust and Estate Law

    Publisher

    ABA Book Publishing

    Author

    Louis A Mezzullo

    ISBN

    9781634254786

    Page Count

    221

    Product Code

    5430868EBK

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