Tax Planning for Retirees

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Because your clients are living healthier, longer lives, they need to stretch their retirement dollars to the maximum. Smart tax planning can be a huge help here by minimizing exposure of retirement income to federal tax. Our Tax Planning for Retirees, written by noted expert Vorris J. Blankenship, will help you deliver the goods.

First published in 2009, and updated annually, Tax Planning for Retirees has become the ''must have'' treatise for tax professionals advising retirees. This complete, one-stop guide is packed with "how to do it" expertise that will help you steer clients to the best tax planning decisions possible, at every step before and during retirement. Written in clear, jargon-free language, it covers:

• Federal tax treatment of everything from IRAs and Social Security benefits to long-term care insurance and disability benefits.
• Strategies for optimizing IRA and 401(k) distributions.
• Treatment of pensions, ESOPs, veterans' benefits, and all other types of retirement income.
• Smart estate planning for the protection of retirement benefits.

You get scores of examples complete with tax-cutting tips, illustrations, calculations, and more -- everything you'll need to navigate complex tax-planning issues with confidence, root out every tax-saving opportunity, and help your clients keep more of their nest-eggs for themselves.

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