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Life & Death Planning for Retirement Benefits, by Natalie B. Choate
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- Sales Rank: #459229 in Books
- Brand: Brand: Ataxplan Publications
- Published on: 2006
- Ingredients: Example Ingredients
- Original language: English
- Number of items: 1
- Binding: Paperback
- 576 pages
- Used Book in Good Condition
Most helpful customer reviews
13 of 13 people found the following review helpful.
"The Source" for retirement account rules and planning ideas
By Gabriel Heiser
As an estate planning attorney with over 23 years' experience, I've had a long time to review the books in my field and discern the good from the bad, the worthwhile from the worthless. Without a doubt, Ms. Choate's exhaustive review and analysis of the IRS statutes, rules, regulations, private letter rulings, and planning ideas related to IRAs and qualified plans is THE "source" not only for myself but for 1,000s of attorneys and financial planners all across the U.S.
I anxiously await each new edition, feeling secure that now I'll be up-to-date again with the latest planning ideas, tips and techniques in this area of the tax law.
Written in a down-to-earth style but with complete footnotes and citations, Ms. Choate's book is the go-to source for my questions about: what are the basic rules governing the minimum distribution payouts from retirement plans? what special options are available to a surviving spouse? what are the rollover rules? can or should the beneficiary sign a "disclaimer"? what are the Roth IRA rules? can I leave my IRA to a charity? should I name the marital or credit shelter trust as beneficiary of my client's IRA? what are the pros and cons of doing so? what are the pitfalls of naming the family trust as IRA beneficiary? what are the IRS "trust rules" to follow when naming any kind of trust as beneficiary of a qualified plan or IRA? The list goes on and on...
If you do ANY planning or advising clients in the area of naming beneficiaries of IRAs or qualified retirement plans, you simply must have a copy of this 575-page book on your bookshelf. Well worth the modest expense!
7 of 7 people found the following review helpful.
The Professional's Reitement Benefits Bible
By Amazon Customer
This book is, without a doubt, the single essential reference guide for financial planning, retirement planning and estate planning professionals. While written for professionals, it is accessable to non professionals as well.
If you have a question about distributions from a qualified plan or an IRA, you will find the answer here.
2 of 2 people found the following review helpful.
Just what the doctor ordered . . .
By R.R. MacGregor
As an estates attorney, this guide to retirement benefits planning is exactly what I have been looking for. Well organized, well written, and well referenced. Absolutely worth the money and I doubt you can find any other guide to this area of law, from an attorney's perspective, that even comes close. If you know of one, let me know. If there's anything that I've learned, it's that this area of law can always benefit from another perspective.
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