How multi-generation IRA preserves cash flow for children

Article Abstract:

The author explains how to use the technique of tax-free compounding to increase the distributions of multi-generational individual requirement accounts. Charts for calculating distribution amounts are included.

Author: Robinson, Gerald J.
Publisher: Warren, Gorham & Lamont, Inc.
Publication Name: Estate Planning
Subject: Law
ISSN: 0094-1794
Year: 2001

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Estate planning for procrastinators: those who wait until the last minute

Article Abstract:

Strategies for gaining tax savings advantages for clients facing diminished capacity or a terminal illness are outlined. Gift-tax-free gifts, split ownership of property, and familial limited partnerships are discussed.

Author: Plybon, Suzanne Tucker, Robinson, James R.
Publisher: Warren, Gorham & Lamont, Inc.
Publication Name: Estate Planning
Subject: Law
ISSN: 0094-1794
Year: 2001
Taxation, Limited partnership, Limited partnerships, Gift tax

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Postmortem strategies to shift retirement plan assets to the spouse

Article Abstract:

A surviving spouse may be able to receive the assets of a decedent's retirement plan even if the spouse is not named as beneficiary. The Taxpayer Relief Act of 1997 permits the spouse to roll the benefits over into an individual retirement account and defer income taxes until the spouse reaches 70 and 1/2. Designating the spouse as beneficiary before death is the recommended course.

Author: Steiner, Bruce D.
Publisher: Warren, Gorham & Lamont, Inc.
Publication Name: Estate Planning
Subject: Law
ISSN: 0094-1794
Year: 1997
Estate Planning, Laws, regulations and rules, Pension funds, Rollovers (Finance), Survivors' benefits

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Subjects list: United States, Analysis, Management, Tax planning, Estate planning, Individual retirement accounts
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