Life and Death Planning for Retirement Benefits

What’s New in this Edition

This 7th edition 2011 is up to date for the Small Business Jobs Act enacted September 27, 2010, and contains NEW Road Maps to make finding everything you need faster and easier. See list of Road Maps in the Index and on the back cover. A brand new “See-Through Trust Tester Quiz” is included by popular demand; see page 352. Also: greatly expanded coverage of distributions and Roth conversions of after-tax money; see Chapter 2 . New material in Chapter 4 covers what executors need to know about retirement benefits, and how to advise beneficiaries. To make room for all this, life insurance was removed to a Special Report , charitable giving and pre-age 59 ½ distributions were abbreviated; save your old edition if you want that material!

Where to Buy this Book

At the web site www.ataxplan.com you can buy this book, get FREE updates for the book as they are posted, learn about the author Natalie B. Choate, find out where Natalie is speaking, and see her Special Reports on topics relating to personal planning for retirement benefits.