Estate and Retirement Planning Answer Book

Estate and Retirement Planning Answer Book

Author: William D. Mitchell

Publisher: CCH

Published: 2008-08

Total Pages: 1284

ISBN-13: 9780808091752

DOWNLOAD EBOOK

Estate and Retirement Planning Answer Book (2009 Edition) provides expanded coverage of financial and estate planning strategies for implementing individualized solutions for the special problems associated with retaining accumulated wealth for retirement and estate planning purposes. With its comprehensive two-part approach to the complex issues that link retirement planning and estate planning, Estate and Retirement Planning Answer Book (2009 Edition), includes coverage of such topics as the final minimum distribution rules for individual retirement accounts and qualified plan distributions, the use of insurance as a qualified plan asset, and changes in the law to reflect the latest legislation.


Financial Planning Answer Book (2009)

Financial Planning Answer Book (2009)

Author: Jeffrey H. Rattiner

Publisher: CCH

Published: 2008-11

Total Pages: 544

ISBN-13: 9780808092179

DOWNLOAD EBOOK

Covering the five key areas of financial planning, this guide emphasizes its technical, tax, and regulatory aspects. The areas of discussion include investments, employee benefits and retirement plan assets, insurance, income tax and estate planning, and regulatory issues.


Estate and Retirement Planning Answer Book, 2018 Edition

Estate and Retirement Planning Answer Book, 2018 Edition

Author: William David Mitchell

Publisher: CCH Incorporated

Published: 2017-08-31

Total Pages: 0

ISBN-13: 9780808046561

DOWNLOAD EBOOK

Estate and Retirement Planning Answer Book (2017 Edition) provides expanded coverage of financial and estate planning strategies for implementing individualized solutions for the special problems associated with retaining accumulated wealth for retirement and estate planning purposes. With its comprehensive two-part approach to the complex issues that link retirement planning and estate planning, Estate and Retirement Planning Answer Book (2017 Edition), includes coverage of such topics as updated distribution and limitation amounts for individual retirement accounts and qualified plan distributions, updated exclusion amounts and income tax rates, capital gains and Roth accounts and changes in the law to reflect the latest legislation. Replete with scores of examples that illustrate and analyze estate planning strategies and their effects, Estate and Retirement Planning Answer Book, 2017 Edition, brings insight and expertise to the realm of estate and retirement planning by focusing on the tax-free transfer of wealth and by providing an insider's view of the various retirement benefits available to the corporate executive under both qualified and non-qualified retirement plans.


Elder Law Answer Book

Elder Law Answer Book

Author: Robert B. Fleming

Publisher: Aspen Publishers

Published: 2009-10-28

Total Pages: 0

ISBN-13: 9780735580565

DOWNLOAD EBOOK

Written by nationally-known elder law practitioners, Robert B. Fleming and Lisa Nachmias Davis, the Elder Law Answer Book gathers the most current legal, regulatory, and practice guidelines from the core topics of elder law, long-term care, estate planning, retirement planning, healthcare decision making, and rights of the elderly -- and presents this information in a thoroughly integrated, easy-access reference. The all-new Third Edition of Elder Law Answer Book helps you render sound advice and give reliable guidance on: Medicaid and Long-Term Care Planning Estate Planning Probate and Trust Administration Special Needs Trusts Medicare And More! Only Elder Law Answer Book delivers and‘How-toand’ explanations of the guiding rule or regulation, along with current citations to the relevant cases and statutesand—including the Deficit Reduction Act Expert legal analysis of the special rules and how they typically apply Detailed information about each of the disparate, but frequently related, aspects of elder law practiceand—age discrimination, nursing home rights, Medicaid and other public benefits programs, as well as traditional estate planning and administration Real-world practice examples that help you implement the applicable rules or guidelines in a wide variety of situations Extensive cross-references to related topicsand—for fast and easy research Index and at-a-glance list of questions that help you zero in on the exact information you are looking for


Estate and Retirement Planning Answer Book, 2014 Edition

Estate and Retirement Planning Answer Book, 2014 Edition

Author: William D. Mitchell

Publisher: CCH Incorporated

Published: 2013-09-25

Total Pages: 0

ISBN-13: 9780808034988

DOWNLOAD EBOOK

Estate and Retirement Planning Answer Book (2014 Edition) provides expanded coverage of financial and estate planning strategies for implementing individualized solutions for the special problems associated with retaining accumulated wealth for retirement and estate planning purposes. With its comprehensive two-part approach to the complex issues that link retirement planning and estate planning, Estate and Retirement Planning Answer Book (2014 Edition), includes coverage of such topics as the final minimum distribution rules for individual retirement accounts and qualified plan distributions, the use of insurance as a qualified plan asset, and changes in the law to reflect the latest legislation. Replete with scores of examples that illustrate and analyze estate planning strategies and their effects, Estate and Retirement Planning Answer Book, 2014 Edition, brings insight and expertise to the realm of estate and retirement planning by focusing on the tax-free transfer of wealth and by providing an insider's view of the various retirement benefits available to the corporate executive under both qualified and non-qualified retirement plans.


Estate and Retirement Planning Answer Book, 2017 Edition

Estate and Retirement Planning Answer Book, 2017 Edition

Author: William D. Mitchell

Publisher: CCH Incorporated

Published: 2016-08-31

Total Pages: 0

ISBN-13: 9780808044987

DOWNLOAD EBOOK

Estate and Retirement Planning Answer Book (2017 Edition) provides expanded coverage of financial and estate planning strategies for implementing individualized solutions for the special problems associated with retaining accumulated wealth for retirement and estate planning purposes. With its comprehensive two-part approach to the complex issues that link retirement planning and estate planning, Estate and Retirement Planning Answer Book (2017 Edition), includes coverage of such topics as updated distribution and limitation amounts for individual retirement accounts and qualified plan distributions, updated exclusion amounts and income tax rates, capital gains and Roth accounts and changes in the law to reflect the latest legislation. Replete with scores of examples that illustrate and analyze estate planning strategies and their effects, Estate and Retirement Planning Answer Book, 2017 Edition, brings insight and expertise to the realm of estate and retirement planning by focusing on the tax-free transfer of wealth and by providing an insider's view of the various retirement benefits available to the corporate executive under both qualified and non-qualified retirement plans.