We use cookies to enable digital experiences. Disable them/read more. Browse on or click to
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
Select a format
International Order Inquiry
Select subscription type
Estimated annual upkeep cost:
/
Estimated number of annual updates:
Terms & conditions
Subscribers receive the product(s) listed on the Order Form and any Updates made available during the annual subscription period. Shipping and handling fees are not included in the annual price.
Subscribers are advised of the number of Updates that were made to the particular publication the prior year. The number of Updates may vary due to developments in the law and other publishing issues, but subscribers may use this as a rough estimate of future shipments. Subscribers may call Customer Support at 800-833-9844 for additional information.
Subscribers may cancel this subscription by: calling Customer Support at 800-833-9844; emailing customer.support@lexisnexis.com; or returning the invoice marked "CANCEL".
If subscribers cancel within 30 days after the product is ordered or received and return the product at their expense, then they will receive a full credit of the price for the annual subscription.
If subscribers cancel between 31 and 60 days after the invoice date and return the product at their expense, then they will receive a 5/6th credit of the price for the annual subscription. No credit will be given for cancellations more than 60 days after the invoice date. To receive any credit, subscriber must return all product(s) shipped during the year at their expense within the applicable cancellation period listed above.
The total price includes the product(s) listed in the Order Form and any Updates for a limited period (minimum period of 30 days) after the order is placed ("Order Window"). Shipping and handling fees are not included in the grand total price.
All shipments may be returned, at subscribers' expense, for full credit of the Price within 30 days of receipt.
Shipments may not be returned, and no credits will be issued, more than 30 days after receipt.
After the Order Window, subscribers will receive notice of Updates along with the then-current grand total price and order process as Updates become available. Subscribers will only be shipped those Updates they specifically request.
Product description
View a sample of this title using the ReadNow feature
• 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.
eBooks, CDs, downloadable content, and software purchases are non-cancellable, nonrefundable and nonreturnable. Click here for more information about LexisNexis eBooks. The eBook versions of this title may feature links to Lexis+™ for further legal research options. A valid subscription to Lexis+™ is required to access this content.
Featured Authors
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
For a more detailed table of contents, click here
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
