Tax Planning for Retirees

Tax Planning Ideas For Retirees Click Here
Recent Tax Developments Affecting Retirees Click Here

Related Articles Published by the Author of the Treatise

Distributions to Beneficiaries of Tax-Favored Plans: Before and After the SECURE Act, TAX LAWYER, Fall 2020, at p. 43.

The SECURE Act: Retirement Plan Distributions After the Death of a Beneficiary, TAX LAWYER, Summer 2021, at p. 629.

Planning Lump Sum Distributions of Employer Stock from Stock Bonus Plans and ESOPs, TAXES, Nov. 2015, at p. 49.

IRA Rollovers to Qualified Plans: The Retained Investment Issue, TAX NOTES, Sept. 18, 2017, at p. 1571.

Rollovers to Roth IRAs Are Complicated by Substance- Over-Form Doctrines, TAXES, Sep. 2015, at page 43.

Controlling and Minimizing the Taxation of Disability Benefits, TAX LAWYER, Spring 2007, at p. 725.

Tax Issues Complicate the Costs of Chronic Illness and Long-Term Care Insurance, JOURNAL OF TAXATION, Apr. 2007, at p. 216.

Retirement Plans, IRAs, and Annuities: Avoiding the Early Distribution Penalty, TAX ADVISER, Apr. 2011, at p. 254.

Maximizing Medical Deductions for Residents of Retirement Communities, JOURNAL OF TAXATION, Jan. 2007, at p. 50.

 Click here for more articles, and links to the complete texts of articles