Individual Retirement Account

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Individual Retirement Account Answer Book, Ninth Edition is designed to provide quick, accurate, and timely information pertaining to traditional and Roth IRAs that concerns accountants, attorneys, financial planners, mutual fund brokers, and other pension professionals. It also contains discussions of the Coverdell Education Savings Account (ESA), simple IRAs which continue to be powerful tools for retirement and estate planning and for achieving other long-range financial ...

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Overview

Individual Retirement Account Answer Book, Ninth Edition is designed to provide quick, accurate, and timely information pertaining to traditional and Roth IRAs that concerns accountants, attorneys, financial planners, mutual fund brokers, and other pension professionals. It also contains discussions of the Coverdell Education Savings Account (ESA), simple IRAs which continue to be powerful tools for retirement and estate planning and for achieving other long-range financial goals.

Topics covered in detail include the 2002 final regulations under Section 401(a)(9) of the Internal Revenue Code and the complex provisions of the Job Creation and Worker Assistance Act of 2002 and the Economic Growth and Tax Relief Reconciliation Act of 2001.

To Help Clients use IRAs to their best advantage, this publication provides the professional with comprehensive coverage of the following topics:

  • The new IRA contribution rules, including the catch-up provisions for taxpayers age 50 or over
  • The final regulations under Code Section 401(a)(9) governing required minimum distributions
  • Expanded rollover options available under EGTRRA
  • The status of state rules on taxation of traditional IRA and ROth IRA distributions
  • The latest financial and estate planning strategies involving IRAs
  • Relative benefits of the traditional IRA and the Roth IRA.

Individual Retirement Account Answer Book is designed to help practitioners stay abreast of the latest developments concerning IRAs with answers to such questions as:

  • Who should be the beneficiary of a traditional IRA or Roth IRA?
  • What distribution schedule is applicable if an IRA owner dies before the required beginning date?
  • What impact does EGTRRA have on IRAs?
  • Who is eligible to establish a Roth IRA?
  • Is a Roth IRA a better choice than a nondeductible traditional IRA?
  • May conversion of a traditional IRA to a Roth IRA be accomplished by a trustee-to-trustee transfer?
  • What are the reporting requirements for recharacterizations and reconversions?
  • And so much more!
To further clarify existing and new legislation, regulations, and rulings that affect IRAs and Coverdell ESAs, the Ninth Edition includes practice pointers, worksheets, and numerous examples. Useful addresses and telephone numbers are also provided.
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Editorial Reviews

Booknews
Designed to provide quick, accurate answers to questions that concern accountants, attorneys, financial planners, mutual fund brokers, and other pension professionals, this volume presents hundreds of questions, then directs readers to the answers, all organized by topic. Discussion includes the Roth IRA and Education IRA, as well as the complex new rules that grew out of the Taxpayers Relief Act of 1997 (TRA '97) and the Internal Revenue Service's Restructuring and Reform Act of 1998 (RRA '98) and subsequent pronouncements and interpretations issued by the IRS. Also covered are current developments regarding traditional IRAs, SEPs, and SIMPLE IRAs. Includes examples and practice pointers to illustrate important concepts. An appendix presents IRS Publication 590, , in its entirety. Additionally, numerous tables present Internal Revenue Code and Treasury regulations sections, revenue rulings and procedures, announcements, notices, and ERISA sections and opinion letters, as well as a table of cases and an index keyed to question numbers. Annotation c. Book News, Inc., Portland, OR (booknews.com)
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Product Details

  • ISBN-13: 9781567063967
  • Publisher: Wolters Kluwer Law & Business
  • Publication date: 10/30/1997
  • Edition number: 4
  • Pages: 1790

Table of Contents

List of Questions
Ch. 1 Introduction to IRAs
Ch. 2 Adopting a Traditional IRA or a Roth IRA
Ch. 3 Contributions to Traditional and Roth IRAs
Ch. 4 Distributions from Traditional IRAs
Ch. 5 Roth IRA Distributions, Taxation, and Investments
Ch. 6 Rollovers
Ch. 7 Disclosure, Filings, Penalties, and Withholding
Ch. 8 Estate Planning and Administration
Ch. 9 Converting Traditional IRAs to Roth IRAs: Estate and Income Tax Planning Strategies
Ch. 10 Income and Estate Planning Concerns for Large IRA Balances
Ch. 11 Tax Planning Strategies: IRAs and Life Insurance
Ch. 12 Simplified Employee Pension Plans
Ch. 13 SIMPLE IRA Arrangements
Ch. 14 Coverdell Education Savings Account
Ch. 15 State Tax Rules Regarding IRAs
App. A IRS Publication 590 - Individual Retirement Arrangements (IRAs) (2001)
Index
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