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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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