TAX PLANNING FOR RETIREES
TABLE OF CONTENTS
CHAPTER 1. RETIREMENT TAX PLANNING SUMMARY
CHAPTER 2. QUALIFIED RETIREMENT PLANS
CHAPTER 3. ELIGIBLE EXEMPT ORGANIZATION PLANS
CHAPTER 4.. ELIGIBLE STATE/LOCAL GOVERNMENT PLANS
CHAPTER 5. INDIVIDUAL RETIREMENT ARRANGEMENTS (IRAs)
CHAPTER 6. ROTH IRAs
CHAPTER 7. DESIGNATED ROTH ACCOUNTS
CHAPTER 8. MINIMUM DISTRIBUTIONS FROM TAX-FAVORED RETIREMENT PLANS
CHAPTER 9. UNFUNDED NONQUALIFIED EMPLOYER PLANS
CHAPTER 10. FUNDED NONQUALIFIED EMPLOYER PLANS
CHAPTER 11. DISABILITY BENEFITS
CHAPTER 12. U.S. MILITARY RETIREMENT AND DISABILITY BENEFITS
CHAPTER 13. EMPLOYER-PROVIDED INSURANCE, ETC.
CHAPTER 14. PERSONALLY PURCHASED RETIREMENT ANNUITIES
CHAPTER 15. SOCIAL SECURITY BENEFITS
CHAPTER 16. CHRONIC ILLNESS COSTS AND INSURANCE
CHAPTER 17. ELDERLY AND DISABLED TAX RELIEF
CHAPTER 18. ESTATE AND GIFT TAXES ON RETIREMENT BENEFITS
CHAPTER 19. RETIREMENT BENEFITS OF FOREIGN RETIREES
To Next page
To Home page
TABLE OF CONTENTS
CHAPTER 1. RETIREMENT TAX PLANNING SUMMARY
CHAPTER 2. QUALIFIED RETIREMENT PLANS
CHAPTER 3. ELIGIBLE EXEMPT ORGANIZATION PLANS
CHAPTER 4.. ELIGIBLE STATE/LOCAL GOVERNMENT PLANS
CHAPTER 5. INDIVIDUAL RETIREMENT ARRANGEMENTS (IRAs)
CHAPTER 6. ROTH IRAs
CHAPTER 7. DESIGNATED ROTH ACCOUNTS
CHAPTER 8. MINIMUM DISTRIBUTIONS FROM TAX-FAVORED RETIREMENT PLANS
CHAPTER 9. UNFUNDED NONQUALIFIED EMPLOYER PLANS
CHAPTER 10. FUNDED NONQUALIFIED EMPLOYER PLANS
CHAPTER 11. DISABILITY BENEFITS
CHAPTER 12. U.S. MILITARY RETIREMENT AND DISABILITY BENEFITS
CHAPTER 13. EMPLOYER-PROVIDED INSURANCE, ETC.
CHAPTER 14. PERSONALLY PURCHASED RETIREMENT ANNUITIES
CHAPTER 15. SOCIAL SECURITY BENEFITS
CHAPTER 16. CHRONIC ILLNESS COSTS AND INSURANCE
CHAPTER 17. ELDERLY AND DISABLED TAX RELIEF
CHAPTER 18. ESTATE AND GIFT TAXES ON RETIREMENT BENEFITS
CHAPTER 19. RETIREMENT BENEFITS OF FOREIGN RETIREES
To Next page
To Home page
| Copyright © 2005-2009 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.
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.
Table of Contents
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |