How to Pay Less Tax on Retirement

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More About This Book

Product Details

  • ISBN-13: 9780028600888
  • Publisher: Wiley, John & Sons, Incorporated
  • Publication date: 12/1/1995
  • Pages: 192
  • Product dimensions: 8.52 (w) x 11.01 (h) x 0.49 (d)

Table of Contents

Introduction
Ch. 1 Tapping Your Retirement Plan Assets without Penalty Before Age 59 1/2 1
Ch. 2 You Must Begin Minimum Distributions At Age 70 1/2 15
Ch. 3 Choosing Your Spouse as Your Designated Beneficiary 29
Ch. 4 Selecting a Child, Grandchild, or Other Young Person as Your Designated Beneficiary 53
Ch. 5 Using a Custodial Account or Irrevocable Trust for a Designated Beneficiary Who Is a Minor 67
Ch. 6 A Nonspouse Designated Beneficiary Who Is No More Than 10 Years Younger 93
Ch. 7 The Estate as IRA or Qualified Plan Beneficiary 111
Ch. 8 Death Benefit Rules for Your Beneficiaries 121
Ch. 9 Estate Planning with Retirement Assets 149
Appendix 157
Index 163
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