Audio and Video | On-Demand CLE
Wire Fraud Liability: 2024 Insights from Recent Court Battles
An Estate Planner's Guide to Qualified Retirement Plan Benefits, Sixth Edition
By Louis A Mezzullo
An Estate Planner's Guide to Qualified Retirement Plan Benefits, Sixth 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.
E-books are available in different digital formats; all require e-reader software. After you purchase an e-book, you will download the file to your device and use the software of your choice to access the file. For details, visit the Product Downloads help page.
$00
NON-MEMBERS
$00
MEMBERS
$00
SECTION MEMBERS
$00
YOUR PRICE
$00
NON-MEMBERS
$00
MEMBERS
$00
SECTION MEMBERS
$00
YOUR PRICE
*Additional discounts may apply at checkout
Log In to view your rate
Unlock the discounted member rate
Join first as a member, and then purchase this product at special member pricing
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
Authors
Publishers
ABA Book Publishing
ISBN
9781639050888
Page Count
184
Product Code
5431127
Trim Size
7x10
Publication Date
5/2/2023 12:00:00 AM
Related On-Demand CLE
Audio and Video | On-Demand CLE
Retail Ground Leases: A Primer
Audio and Video | On-Demand CLE
Thorny Issues in Charitable Giving
Related Events
Jan
07
Events | Webinar
Charitable Gifts of Complex Assets
CLE 90 min
This session will provide an overview of issues arising with unusual or complex gifts, such as gifts of intellectual property, art, and closely held businesses.
Dec
10
Events | Webinar
CRUTs, CLATs and ... WHAT? An Introduction to Charitable Split Interest Trusts
CLE 90 min
Charitable remainder trusts and charitable lead trusts are powerful tools for donors to support their loved ones and the charities they care about, all while enjoying substantial tax benefits.
Nov
26
Events | Webinar
Charitable Tax Deductions - Don't Let the Deduction Get Away
CLE 90 min
This session will summarize the rules governing charitable income tax deductions, and will also discuss charitable gift and estate tax deductions. This session would also cover qualified appraisals a…