This edition provides quick and authoritative answers to help the estate planning professional decide how to integrate the receipt of retirement plan distributions with clients estate plans, how to choose and design the type of retirement plan that best suits the clients needs, and how to comply with the federal requirements and tax rules that apply to these plans.
Read More
This edition provides quick and authoritative answers to help the estate planning professional decide how to integrate the receipt of retirement plan distributions with clients estate plans, how to choose and design the type of retirement plan that best suits the clients needs, and how to comply with the federal requirements and tax rules that apply to these plans.
Read Less