Site Map for the Retirement Tax Planning Website
Home Page for retirement-taxplanning.com.
About The Retiree's Tax Planning Guide
Download a Condensed Version of the Guide
Table of Contents of the Guide
The retiree's tax environment
Summary of retirement tax planning ideas and techniques
Qualified employer retirement plans
Eligible retirement plans for tax-exempt organizations
Eligible retirement plans for state and local governments
Individual retirement arrangements (IRAs)
Roth IRAs
Designated Roth accounts
Required minimum distributions from tax-favored retirement plans
Unfunded nonqualified employer retirement plans
Funded nonqualified employer retirement plans
Disability benefits
U.S. Military retirement and disability benefits
Employer-provided insurance and other fringe benefits
Personally purchased retirement annuities
Social security benefits
Chronic illness costs and insurance
Elderly and disabled tax relief
Estate and gift taxes on retirement benefits
Retirement benefits of foreign retirees
Tax Planning Ideas for Retirees
Roth Tax Planning Excerpt from the Guide
Published Articles on Retiree Tax Planning
Conversions to Roth IRAs and Roth recharacterizations
---update of article for subsequent developments
Maximizing tax deferral for funds in tax-favored retirement plans and IRAs
---update of article for subsequent developments
Required spousal annuities under qualified retirement plans
IRA and retirement plan rollovers: IRS waivers of the 60-day rollover period
Retirement planning for unfunded deferred pay under section 409A
Tax issues complicate the costs of chronic illness and long-term care insurance
Controlling and Minimizing the Taxation of Disability Benefits
Determining taxpayer investment in retirement plans and IRAs
Maximizing medical deductions for residents of retirement communities
---update of article for subsequent developments
Retirement plans and IRAs: Rollovers of taxpayer investment
---update of article for subsequent developments
Annuity and life contracts purchased by trusts under qualified retirement plans
Retirement tax planning with personally purchased annuities
Determining the validity of tax regulations – Uncertainties persist
Deductions for tax advice – The Commissioner acquiesces
---update of article for subsequent developments
New Tax Developments for Retirees
Pension Protection Act of 2006
Charitable beneficiary designations
IRA tax developments
Residential retirement communities
Transfers to Roth IRAs
Receipt of property or options from employer
Employer retirement plans
Retiree rollovers to IRAs
Rollovers by surviving spouses
U.S. Military and survivor benefits
Social security tax developments
Penalty tax on early distributions from an IRA, plan, or annuity
Unfunded nonqualified employer retirement plans
Hurricane disaster tax relief for IRAs and qualified plans
Federal restrictions on state income taxes
Contact the Author of the Guide
Web Links for Retirees
Search the Site
About The Retiree's Tax Planning Guide
Download a Condensed Version of the Guide
Table of Contents of the Guide
The retiree's tax environment
Summary of retirement tax planning ideas and techniques
Qualified employer retirement plans
Eligible retirement plans for tax-exempt organizations
Eligible retirement plans for state and local governments
Individual retirement arrangements (IRAs)
Roth IRAs
Designated Roth accounts
Required minimum distributions from tax-favored retirement plans
Unfunded nonqualified employer retirement plans
Funded nonqualified employer retirement plans
Disability benefits
U.S. Military retirement and disability benefits
Employer-provided insurance and other fringe benefits
Personally purchased retirement annuities
Social security benefits
Chronic illness costs and insurance
Elderly and disabled tax relief
Estate and gift taxes on retirement benefits
Retirement benefits of foreign retirees
Tax Planning Ideas for Retirees
Roth Tax Planning Excerpt from the Guide
Published Articles on Retiree Tax Planning
Conversions to Roth IRAs and Roth recharacterizations
---update of article for subsequent developments
Maximizing tax deferral for funds in tax-favored retirement plans and IRAs
---update of article for subsequent developments
Required spousal annuities under qualified retirement plans
IRA and retirement plan rollovers: IRS waivers of the 60-day rollover period
Retirement planning for unfunded deferred pay under section 409A
Tax issues complicate the costs of chronic illness and long-term care insurance
Controlling and Minimizing the Taxation of Disability Benefits
Determining taxpayer investment in retirement plans and IRAs
Maximizing medical deductions for residents of retirement communities
---update of article for subsequent developments
Retirement plans and IRAs: Rollovers of taxpayer investment
---update of article for subsequent developments
Annuity and life contracts purchased by trusts under qualified retirement plans
Retirement tax planning with personally purchased annuities
Determining the validity of tax regulations – Uncertainties persist
Deductions for tax advice – The Commissioner acquiesces
---update of article for subsequent developments
New Tax Developments for Retirees
Pension Protection Act of 2006
Charitable beneficiary designations
IRA tax developments
Residential retirement communities
Transfers to Roth IRAs
Receipt of property or options from employer
Employer retirement plans
Retiree rollovers to IRAs
Rollovers by surviving spouses
U.S. Military and survivor benefits
Social security tax developments
Penalty tax on early distributions from an IRA, plan, or annuity
Unfunded nonqualified employer retirement plans
Hurricane disaster tax relief for IRAs and qualified plans
Federal restrictions on state income taxes
Contact the Author of the Guide
Web Links for Retirees
Search the Site
| 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.
Site Map for Retirement Tax Planning
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |