Estate & Retirement Planning Answer Book (2009)Topics and Contents |
| The Accumulation And Preservation Of Wealth |
| Wills, Revocable Trusts, And Other Alternatives |
| Overview Of Tax Principles |
| The Marital Deduction |
| Bypass Trusts |
| Gifts |
| Life Insurance |
| Annuities |
| Valuation Of Business Interests And Other Property |
| Charitable Contributions |
| Funding For Liquidity |
| Using Trusts With Grantor Retained Interests In Estate Planning |
| Asset Protection |
| Tax And Estate Planning In Marital Settlements |
| Post-Death Estate Planning |
| Benefit Plans |
| Tax-Qualified Retirement Plans |
| Employee Stock Ownership Plans |
| Nonqualified Retirement Plans |
| Personal Investing |
| Business Transfers |
| Individual Retirement Accounts And Simplified Employee Pensions |
| Tax-Qualified Plan Distributions |
| Distribution From Nonqualified Plans |
| Protection Of Retirement Income |
| Incapacity And Other Retirement Issues |
| Estate Planning For Qualified Retirement Plan Benefits And IRAs |
| Estate Planning For Nonqualified Retirement Plans |
| IRA Distributions |
| Audits, Administrative Proceedings, And Tax Court Litigation |
| Family Limited Partnerships |
| Appendix A. Treasury Regulations Section 1.401(A)(9)-9 Life Expectancy And Distribution Period Tables |
| Appendix B. Act/Public Law Number |