Table of Contents
TAX PLANNING FOR RETIREES
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. EMPLOYEE STOCK OPTIONS
CHAPTER 12. RETIRING PARTNERS AND SOLE PROPRIETORS
CHAPTER 13. DISABILITY BENEFITS
CHAPTER 14. U.S. MILITARY RETIREMENT AND DISABILITY BENEFITS
CHAPTER 15. EMPLOYER-PROVIDED INSURANCE, ETC.
CHAPTER 16. PERSONALLY PURCHASED RETIREMENT ANNUITIES
CHAPTER 17. SOCIAL SECURITY BENEFITS
CHAPTER 18. CHRONIC ILLNESS COSTS AND INSURANCE
CHAPTER 19. ELDERLY AND DISABLED TAX RELIEF
CHAPTER 20. ESTATE AND GIFT TAXES ON RETIREMENT BENEFITS
CHAPTER 21. RETIREMENT BENEFITS OF FOREIGN RETIREES