An Estate Planner's Guide to Qualified Retirement Plan Benefits
Download or Read eBook An Estate Planner's Guide to Qualified Retirement Plan Benefits PDF written by Louis A. Mezzullo and published by American Bar Association. This book was released on 2007 with total page 182 pages. Available in PDF, EPUB and Kindle.
| Author | : Louis A. Mezzullo |
| Publisher | : American Bar Association |
| Total Pages | : 182 |
| Release | : 2007 |
| ISBN-10 | : 1590319397 |
| ISBN-13 | : 9781590319390 |
| Rating | : 4/5 (97 Downloads) |
Book Synopsis An Estate Planner's Guide to Qualified Retirement Plan Benefits by : Louis A. Mezzullo
Book excerpt: 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.
