Estate & Retirement Planning Answer Book, 2020 Edition (U.S.)

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SKU#
ESRAB-2500

Provides expanded coverage of financial and estate planning strategies for implementing individualized solutions for the special problems associated with retaining accumulated wealth for retirement and estate planning purposes.

Estate & Retirement Planning Answer Book (2020) (U.S.)

Author: William D. Mitchell

 

Provides expanded coverage of financial and estate planning strategies for implementing individualized solutions for the special problems associated with retaining accumulated wealth for retirement and estate planning purposes. With its comprehensive two-part approach to the complex issues that link retirement planning and estate planning, this book includes coverage of such topics as updated distribution and limitation amounts for individual retirement accounts and qualified plan distributions, updated exclusion amounts and income tax rates, capital gains and Roth accounts and changes in the law to reflect the latest legislation.

 

Replete with scores of examples that illustrate and analyze estate planning strategies and their effects, it brings insight and expertise to the realm of estate and retirement planning by focusing on the tax-free transfer of wealth and by providing an insider's view of the various retirement benefits available to the corporate executive under both qualified and non-qualified retirement plans.

 

  • Chapter 1 The Accumulation and Preservation of Wealth
  • Chapter 2 Wills, Revocable Trusts, and Other Alternatives
  • Chapter 3 Overview of Tax Principles
  • Chapter 4 The Marital Deduction
  • Chapter 5 Bypass Trusts
  • Chapter 6 Gifts
  • Chapter 7 Life Insurance
  • Chapter 8 Annuities
  • Chapter 9 Valuation of Business Interests and Other Property
  • Chapter 10 Charitable Contributions
  • Chapter 11 Funding for Liquidity
  • Chapter 12 Using Trusts with Grantor Retained Interests in Estate Planning
  • Chapter 13 Asset Protection
  • Chapter 14 Benefits and Domestic Relations
  • Chapter 15 Post-Death Estate Planning
  • Chapter 16 Benefit Plans
  • Chapter 17 Tax-Qualified Retirement Plans
  • Chapter 18 Employee Stock Ownership Plans
  • Chapter 19 Nonqualified Retirement Plans
  • Chapter 20 Personal Investing
  • Chapter 21 Business Transfers
  • Chapter 22 Individual Retirement Accounts and Simplified Employee Pensions
  • Chapter 23 Tax-Qualified Plan Distributions
  • Chapter 24 Distributions From Nonqualified Plans
  • Chapter 25 Protection of Retirement Income
  • Chapter 26 Incapacity and Other Retirement Issues
  • Chapter 27 Estate Planning for Qualified Retirement Plan Benefits and IRAs
  • Chapter 28 Estate Planning for Nonqualified Retirement Plans
  • Chapter 29 IRA Distributions
  • Chapter 30 Audits, Administrative Proceedings, and Tax Court Litigation
  • Chapter 31 Family Limited Partnerships
  • Appendix A Treasury Regulations Section 1.401(a)(9)-9 Life Expectancy and Distribution Period Tables
  • Appendix B Act/Public Law Number
More Information
UpdatesN/A
FormatBook
ISBN9780808052500