Overview
The ESTATE AND RETIREMENT PLANNING ANSWER BOOK is the only comprehensive reference that covers the full spectrum of issues linking retirement distributions and estate planning. It provides integrated financial, legal, and tax planning strategies and information on postemployment and estate planning, with an emphasis on retaining accumulated assets. It answers hundreds of real—world questions on family estate planning, sources of retirement assets, and more.Coverage of vital issues includes:
Using ESOPs for the tax—free transfer of wealth by small business owners
The pros and cons of qualified and nonqualified retirement plans for corporate executives
Incorporating personal investing programs into a retirement plan
How to handle the IRS audit process
The advantages and disadvantages of joint ownership
Plus, you'll also find scores of detailed examples and illustrations, a powerful index, and much more.
Synopsis
The ESTATE AND RETIREMENT PLANNING ANSWER BOOK is the only comprehensive reference that covers the full spectrum of issues linking retirement distributions and estate planning. It provides integrated financial, legal, and tax planning strategies and information on postemployment and estate planning, with an emphasis on retaining accumulated assets. It answers hundreds of real—world questions on family estate planning, sources of retirement assets, and more.
Coverage of vital issues includes:
Using ESOPs for the tax—free transfer of wealth by small business owners
The pros and cons of qualified and nonqualified retirement plans for corporate executives
Incorporating personal investing programs into a retirement plan
How to handle the IRS audit process
The advantages and disadvantages of joint ownership
Plus, you'll also find scores of detailed examples and illustrations, a powerful index, and much more.
Booknews
A comprehensive reference for estate planners, trust officers, financial advisors, attorneys, accountants, and consultants, addressing the significant--and interrelated--problems of planning for retirement and estate distributions, including protecting assets from taxes and penalties, handling business valuations and transfers, planning for possible incapacity, avoiding investment losses, and ensuring testator intentions. Written in a question-and-answer format, it supplies practical information and advice on the full spectrum of estate and retirement planning issues, with a focus on the safe accumulation of assets. Annotation c. Book News, Inc., Portland, OR (booknews.com)