BackCover / 507
P
ERSONAL
F
INANCE
$89.95
The book you hold in your hands is regarded by thousands of professionals as their
indispensable guide to the mysteries of IRAs and qualified retirement plans.
With
Life and Death Planning for Retirement Benefits
by Natalie B. Choate you can help
your clients avoid costly mistakes and preserve their retirement savings. The retirement
plan rules are among the most complex in our tax Code. Don’t face them without
Life and Death Planning for Retirement Benefits
.
What’s New in this Edition?
This edition contains the same easy-to-follow explanations and authoritative information
as prior editions, as well as new rulings, cases, and statutory changes. Plus: Expanded
coverage of after-tax money in plans, Roth conversions, and how to advise executors and
beneficiaries…and NEW “Road Maps” to help you find what you need FAST:
Lifetime:
How to Compute MRDs During Participant’s Life
Page 38
Retiree Road Map to Lifetime Distribution Choices
Page 140
Advising the Married Participant
Page 144
Trust Drafting Checklist
Page 271
Beneficiary Designation Form Drafting Checklist
Page 389
Post-death:
How to Compute MRDs after the Participant’s Death
Page 48
Advising the Surviving Spouse
Page 145
Executor’s Retirement Benefits Road Map
Page 171
How to Advise Any Beneficiary
Page 217
Any time:
How to Track “After-tax Money” in a Plan or IRA
Page 100
See-through Trust Tester Quiz
Page 325
“
If you have an IRA or pension plan you need this book.
”
Ed Slott CPA, in
ED SLOTT’S IRA ADVISOR
“
Natalie Choate’s book provides a comprehensive, authoritative, clear explanation of this
complex subject.
”
Stephan R. Leimberg, JD, CLU, in
THINK ABOUT IT
Ataxplan Publications
PO Box 51371
Boston MA 02205-1371
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Logowitz and Company Boston, MA