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ISBN: 0966532007Издательство: Guild Pub
Living & Dying With Your IRA and Other Retirement Plans is specifically written for IRA participants with account balances of over $750,000 and large estate holders with additional assets. This book outlines current lifetime distribution rules, income and estate tax issues, QTIP marital trust and trust usage rules, with applicable IRS regulations included as endnotes. It is an easy-to-use, in-depth manual, with many actual supported cases, that tells you: How to pay the absolute least amount of tax under the new IRS regulations. How to delay paying tax as long as possible. How to avoid critical mistakes that have crushing consequences. How to maximize and preserve assets for your family-not the government.