Life and Death Planning for Retirement Benefits by Natalie Choate was first published in August, 1996 with the latest edition published in 2006. The 6th edition's chapter headings include:
- The Minimum Distribution Rules
- Income Tax Issues
- Marital Matters
- Disclaimers of Retirement Benefits
- Roth Retirement Plans
- Leaving Retirement Benefits to a Trust
- Charitable Giving
- Investment Insights
- Distributions Before Age 59½
- Defined Benefit and Other Plans
Life and Death Planning for Retirement Benefits
(The Essential Handbook for Estate Planners), (6th edition, 2006)
by Natalie Choate
$89.95 + $9 shipping (plus SC sales tax, if applicable)
Pensworth
415 Gallatin Circle
Irmo, SC 29063
1-800-694-7624
FAX (803) 781-7868
Parlay Your IRA into a
Family Fortune
by Ed Slott, available at a significant discount from the
$24.95 list price at
Amazon.com:
Ed Slott's IRA Advisor
This monthly newsletter ($125 annually) is published by:
Ed Slott's IRA Advisor, Inc.
100 Merrick Road, Ste. 200 East
Rockville Centre, NY 11570
Order online at
http://www.irahelp.com/newsletter.php?area=a or by
calling 1-800-663-1340
Sy Goldberg's Planning Analysis: Working with the 2002 IRS Final
Distribution Rules
by Seymour Goldberg, $49 PDF or $59 printed copy
http://www.brentmark.com/sy.htm
For information on a number of excellent publications by Sy
Goldberg, click on the following link:
http://www.goldbergreports.com
The Pension Answer Book (2009 edition)
by Stephen J. Krass
$270 plus tax
Aspen Publishers
7201 McKinney Circle
Frederick, MD 21704
1-800-638-8437
Roth IRA Answer Book (5th edition)
by
Gary S. Lesser, Susan D. Diehl, Robert S. Keebler, Gregory Kolojeski
$265 plus tax
Aspen Publishers
7201 McKinney Circle
Frederick, MD 21704
1-800-638-8437
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