The ESTATE AND RETIREMENT PLANNING ANSWER BOOK is the only comprehensive reference that covers the full spectrum of issues linking retirement distributions & estate planning. It provides integrated financial, legal, & tax planning strategies & information on postemployment & estate planning, with an emphasis on retaining accumulated assets. It answers hundreds of real-world questions on family estate planning, sources of retirement assets, & more. Coverage of vital issues includes: Using ESOPs for the tax-free transfer of wealth by small business owners The pros & cons of qualified & nonqualified retirement plans for corporate executives Incorporating personal investing programs into a retirement plan How to handle the IRS audit process The advantages & disadvantages of joint ownership Plus, you'll also find scores of detailed examples & illustrations, a powerful index, & much more.
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