Life and Death Planning for Retirement Benefits

Table of Contents

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11.5.01 The CHIRA™ ............................................................................................................... 464 11.5.02 Life insurance for under-age-59½ surviving spouse ..................................................... 466 11.5.03 Life insurance to protect the “stretch”........................................................................... 466 11.5.04 For young parents: Dump the stretch, buy life insurance.............................................. 467 11.5.05 Can a beneficiary roll over life insurance proceeds? .................................................... 467 11.5.06 The “dream” charitable rollover.................................................................................... 469 11.6 B IBLIOGRAPHY FOR C HAPTER 11 ..................................................................................... 469 APPENDIX A: TABLES .......................................................................................................... 471 APPENDIX B: FORMS: See detailed Table of Contents at page............................................ 474 APPENDIX C: RESOURCES ................................................................................................. 497 The Pension Answer Book.................................................................................................... 497 Ataxplan Website.................................................................................................................. 497 Software ................................................................................................................................ 497 Newsletters............................................................................................................................ 498 Quick Reference Guides ....................................................................................................... 498 Choate Special Reports ......................................................................................................... 499 Bibliography .............................................................................................................................. 500