Estate Planning · 6th Edition
An Estate Planner's Guide to Qualified Retirement Plan Benefits - 6th Edition - Louis A Mezzullo
Product details
Description
An Estate Planner's Guide to Qualified Retirement Plan Benefits 6th Edition Louis A Mezzullo ISBN 9781639050888
This long-standing ABA bestseller has guided thousands of estate planners through the intricate rules governing qualified retirement plan distributions and IRAs. Now fully updated, An Estate Planner’s Guide to Qualified Retirement Benefits delivers timely, authoritative guidance on structuring benefits from qualified retirement plans and IRAs, consistently tying complex distribution rules to real-world estate planning practice.
The book offers a comprehensive examination of key planning issues, including:
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The various types of qualified plans and the tax and non-tax rules that apply to each
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Available distribution options and when they should be considered
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Penalty taxes and how to avoid them
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Required distribution rules and calculation methods
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Income taxation of benefits and rollover strategies
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Transfer tax considerations
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Spousal rights, QDROs, and community property issues
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Estate and trust administration concerns
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Practical planning techniques to minimize income taxes while avoiding penalty and excise taxes
In addition, the guide includes valuable appendices featuring tax consequence summaries, hypothetical retirement plan scenarios, sample forms, and relevant IRS materials, including revenue rulings, private letter rulings, news releases, and notices.
An Estate Planner's Guide to Qualified Retirement Plan Benefits 6th Edition Louis A Mezzullo ISBN 9781639050888, 978-1639050888 & 9781639050895
Author
Louis A Mezzullo
Details
- ISBN
- 9781639050888
- Edition
- 6th Edition
- Publisher
- American Bar Association
- Publication Date
- October 2023
Condition Guide
Every FrugalText book is graded by our receiving team before it ships. Conditions describe cosmetic state only - content is identical across tiers.
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Acceptable
Readable throughout. Expect highlighting, margin notes, and wear on cover or spine. Best price for the same page numbers.
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Good
Minor highlighting or notes. All pages intact. Cover shows light shelf wear.
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Very Good
Little to no writing. Binding tight. Looks barely used.
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Brand New
Unused and unmarked. Shrinkwrapped when available from the publisher.
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Brand New + eBook
Brand new print copy plus the publisher's eBook and supplemental digital access, where offered.
Shipping & Returns
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Fast, standard shipping
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Purchase returns: 15% restocking fee
Purchases can be returned within 30 days in the condition you received. We will email a prepaid return label; once we receive your book, we refund the purchase price minus the 15% restocking fee and the return label cost. Original shipping is non-refundable.
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Shipping costs calculated at checkout
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