An Estate Planner's Guide to Qualified Retirement Plan Benefits, Sixth Edition

Unlock the secrets to maximizing retirement plan benefits with our best-selling book, "An Estate Planner's Guide to Qualified Retirement Plan Benefits, Sixth Edition." This expertly crafted resource has helped thousands of estate planners navigate the complex landscape of qualified retirement plan distributions and IRAs. With up-to-date information and current guidance, you'll learn how to structure benefits that align with your clients' estate planning goals.

Discover the ins and outs of qualified plans and the tax and non-tax rules surrounding them. From exploring the various forms of distribution to understanding penalty taxes and distribution requirements, this comprehensive guide covers it all. We'll delve into income taxation, handling rollovers, transfer taxes, spousal rights, QDROs, and even community property considerations. Leave no stone unturned in your quest for effective estate and trust administration.

Our book goes beyond theory and offers practical planning strategies to help you avoid penalty and excise taxes while minimizing income tax. You'll find valuable appendices that address tax consequences, hypothetical retirement plan scenarios, and provide sample forms. Additionally, we've compiled revenue rulings, private letter rulings, IRS news releases, and notices to keep you informed and up-to-date with the latest developments.

Don't let the complexity of qualified retirement plans intimidate you. Arm yourself with the knowledge and tools you need to unlock their full potential. Take control of your clients' futures by investing in "An Estate Planner's Guide to Qualified Retirement Plan Benefits, Sixth Edition."

Get your copy today!