New tax law requires review of existing estate plans

Article Abstract:

The author discusses the need for various aspects of estate plans to be evaluated in light of the Economic Growth and Tax Relief Reconciliation Act of 2001, including life insurance usage, wills, carryover income tax basis, and trusts.

Income tax, Estate planning, Wills, Life insurance trusts

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Maximizing nonqualified plan distributions with a benefit exchange program

Article Abstract:

The author discusses a planning technique called the benefit exchange program for nonqualified deferred compensation plans which is intended to reduce taxation of plan distributions.

Tax Management, Employee Benefits & Services, Statistical Data Included, Methods, Planning, Tax accounting, Tax planning, Human resource management, Employee benefits, Deferred compensation

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Nonqualified "excess" plans continue to grow in popularity

Article Abstract:

The author discusses nonqualified "excess" pension plans, also known as 401(k) wrap, mirror, and deferred compensation programs.

Pension funds

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