Related Articles Published by the Author
of The Retiree's Tax Planning Guide
To read an article, click on its title.
Conversions to Roth IRAs and Roth Recharacterizations, JOURNAL OF RETIREMENT
PLANNING, Nov.-Dec. 2005, at page 11. (For an update reflecting subsequent developments,
click here.)
Maximizing Tax Deferral for Funds in Tax-Favored Retirement Plans and IRAs, 3 CCH
FINANCIAL AND ESTATE PLANNING ¶ 32,871 (2006); JOURNAL OF RETIREMENT PLANNING, Jan.-
Feb. 2006 at page 15. (For an update reflecting subsequent developments, click here.)
Required Spousal Annuities Under Qualified Retirement Plans, TAX ANALYSTS: TAX NOTES,
Nov. 19, 2007, at page 783.
Retirement Plans and IRAs: Rollovers of Taxpayer Investment, JOURNAL OF RETIREMENT
PLANNING, May-June 2006, at page 29. (For an update reflecting subsequent developments,
click here.)
Retirement Planning for Unfunded Deferred Pay Under Section 409A, reprinted from
PRACTICAL TAX STRATEGIES, July 2008, at page 14.
Tax Issues Complicate the Costs of Chronic Illness and Long-Term Care Insurance,
reprinted from the JOURNAL OF TAXATION, Apr. 2007, at page 216.
Controlling and Minimizing the Taxation of Disability Benefits, reprinted from THE TAX
LAWYER, Spring 2007, at page 725.
Retirement Tax Planning With Personally Purchased Annuities, TAX ANALYSTS: TAX NOTES,
Oct. 30, 2006, at page 459.
IRA and Retirement Plan Rollovers: IRS Waivers of the 60-Day Rollover Period, JOURNAL OF
RETIREMENT PLANNING, Sep.-Oct. 2005, at page 17.
Maximizing Medical Deductions for Residents of Retirement Communities, reprinted from
the JOURNAL OF TAXATION, Jan. 2007, at page 50. (For an update reflecting subsequent
developments, click here.)
Determining Taxpayer Investment in Retirement Plans and IRAs, JOURNAL OF RETIREMENT
PLANNING, Mar.-Apr. 2006, at page 17.
Annuity and Life Insurance Contracts Purchased by Trusts Under Qualiied Retirement
Plans, JOURNAL OF RETIREMENT PLANNING, July-Aug. 2006, at page 11.
Determining the Validity of Tax Regulations – Uncertainties Persist, reprinted from the
JOURNAL OF TAXATION, Oct. 2007, at page 205.
Deductions for Tax Advice – The Commissioner Acquiesces, reprinted from TAXES, Mar.
1974, at page 133. (For an update reflecting subsequent developments, click here.)
To Home page
of The Retiree's Tax Planning Guide
To read an article, click on its title.
Conversions to Roth IRAs and Roth Recharacterizations, JOURNAL OF RETIREMENT
PLANNING, Nov.-Dec. 2005, at page 11. (For an update reflecting subsequent developments,
click here.)
Maximizing Tax Deferral for Funds in Tax-Favored Retirement Plans and IRAs, 3 CCH
FINANCIAL AND ESTATE PLANNING ¶ 32,871 (2006); JOURNAL OF RETIREMENT PLANNING, Jan.-
Feb. 2006 at page 15. (For an update reflecting subsequent developments, click here.)
Required Spousal Annuities Under Qualified Retirement Plans, TAX ANALYSTS: TAX NOTES,
Nov. 19, 2007, at page 783.
Retirement Plans and IRAs: Rollovers of Taxpayer Investment, JOURNAL OF RETIREMENT
PLANNING, May-June 2006, at page 29. (For an update reflecting subsequent developments,
click here.)
Retirement Planning for Unfunded Deferred Pay Under Section 409A, reprinted from
PRACTICAL TAX STRATEGIES, July 2008, at page 14.
Tax Issues Complicate the Costs of Chronic Illness and Long-Term Care Insurance,
reprinted from the JOURNAL OF TAXATION, Apr. 2007, at page 216.
Controlling and Minimizing the Taxation of Disability Benefits, reprinted from THE TAX
LAWYER, Spring 2007, at page 725.
Retirement Tax Planning With Personally Purchased Annuities, TAX ANALYSTS: TAX NOTES,
Oct. 30, 2006, at page 459.
IRA and Retirement Plan Rollovers: IRS Waivers of the 60-Day Rollover Period, JOURNAL OF
RETIREMENT PLANNING, Sep.-Oct. 2005, at page 17.
Maximizing Medical Deductions for Residents of Retirement Communities, reprinted from
the JOURNAL OF TAXATION, Jan. 2007, at page 50. (For an update reflecting subsequent
developments, click here.)
Determining Taxpayer Investment in Retirement Plans and IRAs, JOURNAL OF RETIREMENT
PLANNING, Mar.-Apr. 2006, at page 17.
Annuity and Life Insurance Contracts Purchased by Trusts Under Qualiied Retirement
Plans, JOURNAL OF RETIREMENT PLANNING, July-Aug. 2006, at page 11.
Determining the Validity of Tax Regulations – Uncertainties Persist, reprinted from the
JOURNAL OF TAXATION, Oct. 2007, at page 205.
Deductions for Tax Advice – The Commissioner Acquiesces, reprinted from TAXES, Mar.
1974, at page 133. (For an update reflecting subsequent developments, click here.)
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| Copyright © 2005-2008 by Vorris J. Blankenship All Rights Reserved |
The author intends that this website provide accurate and authoritative information on the subject matter
covered. However, the information provided on this website is not a substitute for the advice of an attorney,
accountant, or other professional; and the author is not offering legal, accounting, or other professional
advice. The material presented on this website is not intended for use, and may not be used, to avoid tax
penalties. If you need legal advice or other professional help, you should seek (from an independent
attorney, accountant, or other competent professional) advice based on your own particular circumstances.
covered. However, the information provided on this website is not a substitute for the advice of an attorney,
accountant, or other professional; and the author is not offering legal, accounting, or other professional
advice. The material presented on this website is not intended for use, and may not be used, to avoid tax
penalties. If you need legal advice or other professional help, you should seek (from an independent
attorney, accountant, or other competent professional) advice based on your own particular circumstances.
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