Life and Death Planning for Retirement Benefits
SUMMARY CONTENTS
Introduction ............................................................................................................8
Abbreviations used in this book ............................................................................28
Chapter 1: The Minimum Distribution Rules .....................................................30
Chapter 2: Income Tax Issues ..........................................................................106
Chapter 3: Marital Matters ...............................................................................170
Chapter 4: Inherited Benefits: Advising Executors & Beneficiaries .................197
Chapter 5: Roth Retirement Plans ....................................................................245
Chapter 6: Leaving Retirement Benefits in Trust .............................................297
Chapter 7: Charitable Giving ...........................................................................357
Chapter 8: Investment Issues; Plan Types ........................................................409
Chapter 9: Distributions Before Age 59 ½ .......................................................429
Chapter 10: RMD Rules for “Annuitized” Plans ................................................445
Chapter 11: Insurance, Annuities, and Retirement Plans ....................................468
Appendix A: Tables ............................................................................................493
Appendix B: Forms.............................................................................................496
Appendix C: Resources.......................................................................................519
Bibliography .......................................................................................................522
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