By SEYMOUR GOLDBERG, CPA, MBA, JD
This 160-plus page guide includes coverage of such issues and materials involving:
Overview of IRS Final Regulations on Required Distributions From Retirement Plans
How heirs can use the income tax deduction for Income in Respect of a Decedent when Federal Estate Tax is paid on an IRA or other retirement plan
Detailed analysis of the IRS distribution rules for 2002 and later
How to handle distributions under the new distribution rules when death takes place before the required beginning date
What are the IRS default distribution rules?
How to avoid the 50 percent penalty on shortfall retirement distributions
How to handle retirement distributions under the IRS rules when death takes place on or after the required beginning date
How to benefit from the IRS uniform lifetime table
How to integrate the IRS distribution rules into an estate plan
How to take advantage of disclaimers in an estate plan under the IRS distribution rules
How to take advantage of the separate account rules when there are multiple beneficiaries of retirement accounts
How the IRA revocable trust rules work
How to take advantage of the life expectancy of the beneficiary of an IRA revocable trust
How to avoid pitfalls in the use of an IRA revocable trust
How the spousal rollover rules work
Actual case study problems and solutions under the IRS distribution rules
Key IRS letter rulings and Revenue Rulings
Sample beneficiary forms
IRA and Retirement Plan Protection in Bankruptcy
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Product: Practical Application of the Retirement Distribution Rules by Seymour Goldberg, $69 plus $5 shipping
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