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Written for the non-ERISA specialist, this practical guide provides expert advice on how to structure benefits from qualified retirement plans and IRAs. Incorporating significant changes made by the Pension Protection Act of 2006 and the final regulations regarding the required minimum distribution rules, it clarifies distribution options, summarizes the rules of defined benefit and defined contribution plans, discusses tax rules, regulations, and penalties, and highlights the dangers of some traditional estate planning techniques. Includes appendices on CD-ROM.
What estate planning and tax professionals need to know to advise clients about their IRAs and other retirement plans
This practical book provides guidance on investing your money to produce sufficient funds for the lifestyle you want to lead, and then on managing your retirement withdrawals so that your money will last you a lifetime. You'll discover how you can combat inflation, plan for expenses, and protect against overall portfolio risks.
The S corporation is the most popular entity for closely-held businesses, but the rules that regulate S corporations and make it a popular choice are complex, confusing and changing. CCH's popular S Corporation Taxation offers an indepth and comprehensive analysis to S corporation taxation and uses extensive examples to illustrate both simple and complex situations. In areas where authorities do not provide clear guidance, the author constructs plausible courses of action, with appropriate analysis.
A complete guide to understanding and planning budgets, investments, social security, housing, health coverage, Medicare, estate planning, insurance, legal affairs, activities, and more--Cover.
From an experienced financial planner, here is the definitive guide to lowering taxes and accumulating capital. Completely revised and updated, this book offers an insider's look into every aspect of modern estate planning in non-technical language, including: How to calculate and reduce estate taxes, Capital investments, such as stocks, bonds, real estate, insurance, and annuities, An investor risk profile questionnaire, The benefits of divided ownership of property within the family and the maximum gift and estate tax savings possible, Why Long-Term Care Insurance is essential to protecting one's retirement savings, How to select an adviser and more.