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Lexis Nexis Tax Planning for Retirees
An essential guide for predicting and planning for federal tax ramifications of all types of retirement income.
Publisher: Matthew Bender Elite Products
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• 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.
Because your clients are living healthier, longer lives, they need to stretch theirretirement dollars to the maximum. Smart tax planning can be a huge help here by minimizingexposure 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:
• 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, andmore -- everything you'll need to navigate complex tax-planning issues with confidence, rootout every tax-saving opportunity, and help your clients keep more of their nest-eggs forthemselves.
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Authors / Contributors
Vorris J. Blankenship
Vorris J. Blankenship
Vorris J. Blankenship of Placerville, California, is a retired attorney and CPA. He is a prolific author of retirement tax planning articles published by leading tax law journals. Before retiring, he practiced for many years as a tax lawyer and CPA in Chicago and San Francisco. As a retiree himself, Mr. Blankenship has personally used many of the tax-saving ideas and techniques explained in his treatise. (See the retirement planning material available on his popular website at www.retirement-taxplanning.com.)
Table of Contents
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Chapter 1 Retirement Tax Planning Summary
Chapter 2 Qualified Retirement Plans
Chapter 3 Eligible Exempt Organization Plans
Chapter 4 Eligible State/Local Government Plans
Chapter 5 Individual Retirement Arrangements (IRAs)
Chapter 6 Roth IRAs
Chapter 7 Designated Roth Accounts
Chapter 8 Minimum Distributions from Tax-Favored Retirement Plans
Chapter 9 Unfunded Nonqualified Retirement Plans
Chapter 10 Funded Nonqualified Retirement Plans
Chapter 11 Employee Stock Options
Chapter 12 Retirement of Partners and Sole Proprietors
Chapter 13 Disability Benefits
Chapter 14 U.S. Military Retirement And Disability Benefits
Chapter 15 Employer-Provided Insurance, Etc.
Chapter 16 Personally-Purchased Retirement Annuities
Chapter 17 Social Security Benefits
Chapter 18 Chronic Illness Costs and Insurance
Chapter 19 Elderly and Disabled Tax Relief
Chapter 20 Estate and Gift Taxes on Retirement Benefits
Chapter 21 Retirement Benefits Of Foreign Retirees
