Inherited Iras: What Every Practitioner Should Know

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Many taxpayers have accumulated considerable assets in their retirement accounts. Concise and clearly organized and written, this guide explains the rules of individual retirement accounts and how to effectively implement an estate plan that includes retirement assets. It includes more than 100 scenarios, questions, and answers that most frequently occur when dealing with often complex retirement asset distributions. Checklists, sample forms, and summaries of court rulings provide additional tools and resources.

Inherited Iras: What Every Practitioner Should Know 2015, American Bar Association

ISBN-13: 9781634250023

2015 edition

Trade paperback

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