Planning for Retirement Distributions: Tax, Financial, and Personal Aspects

By Hill, Owen A. | The National Public Accountant, September 2000 | Go to article overview

Planning for Retirement Distributions: Tax, Financial, and Personal Aspects


Hill, Owen A., The National Public Accountant


By: Eric Donner with Victor M. Finman and Terry White

ISBN #0-15-606969-5

Published by Harcourt Professional Publishing

This is a great reference book for anyone who gives financial planning advice to clients. It is especially appropriate for someone specializing in retirement distribution planning. The authors detail the best ways in which to set up and make changes to IRAs, in order to get the best result for the IRA owner and beneficiaries. This is particularly important now because retirement accounts have been compounding, tax-deferred, for a long time, and many baby boomers are at an age when they need to deal with their retirement planning.

A lot of real world experience is evident from the authors' explanations of the methods recommended to deal with individuals and families, and their retirement planning issues and emotions. There even is a chapter on preparing heirs for their, inheritance. Technical issues are dealt with comprehensively in addition to the human element, which is rarely addressed to this extent in technical books.

The best use of IRA money in estate planning is covered in detail. Required minimum distribution and beneficiary choices can have a huge affect on IRA growth and family wealth. All the possibilities are presented. The relationship of IRAs and trusts can, be critical, and the authors do a good job of explaining the ramifications; such as decreasing the total tax liability by not including IRAs in a Credit Shelter Trust. …

The rest of this article is only available to active members of Questia

Already a member? Log in now.

Notes for this article

Add a new note
If you are trying to select text to create highlights or citations, remember that you must now click or tap on the first word, and then click or tap on the last word.
One moment ...
Default project is now your active project.
Project items

Items saved from this article

This article has been saved
Highlights (0)
Some of your highlights are legacy items.

Highlights saved before July 30, 2012 will not be displayed on their respective source pages.

You can easily re-create the highlights by opening the book page or article, selecting the text, and clicking “Highlight.”

Citations (0)
Some of your citations are legacy items.

Any citation created before July 30, 2012 will labeled as a “Cited page.” New citations will be saved as cited passages, pages or articles.

We also added the ability to view new citations from your projects or the book or article where you created them.

Notes (0)
Bookmarks (0)

You have no saved items from this article

Project items include:
  • Saved book/article
  • Highlights
  • Quotes/citations
  • Notes
  • Bookmarks
Notes
Cite this article

Cited article

Style
Citations are available only to our active members.
Buy instant access to cite pages or passages in MLA, APA and Chicago citation styles.

(Einhorn, 1992, p. 25)

(Einhorn 25)

1. Lois J. Einhorn, Abraham Lincoln, the Orator: Penetrating the Lincoln Legend (Westport, CT: Greenwood Press, 1992), 25, http://www.questia.com/read/27419298.

Cited article

Planning for Retirement Distributions: Tax, Financial, and Personal Aspects
Settings

Settings

Typeface
Text size Smaller Larger Reset View mode
Search within

Search within this article

Look up

Look up a word

  • Dictionary
  • Thesaurus
Please submit a word or phrase above.
Print this page

Print this page

Why can't I print more than one page at a time?

Help
Full screen

matching results for page

    Questia reader help

    How to highlight and cite specific passages

    1. Click or tap the first word you want to select.
    2. Click or tap the last word you want to select, and you’ll see everything in between get selected.
    3. You’ll then get a menu of options like creating a highlight or a citation from that passage of text.

    OK, got it!

    Cited passage

    Style
    Citations are available only to our active members.
    Buy instant access to cite pages or passages in MLA, APA and Chicago citation styles.

    "Portraying himself as an honest, ordinary person helped Lincoln identify with his audiences." (Einhorn, 1992, p. 25).

    "Portraying himself as an honest, ordinary person helped Lincoln identify with his audiences." (Einhorn 25)

    "Portraying himself as an honest, ordinary person helped Lincoln identify with his audiences."1

    1. Lois J. Einhorn, Abraham Lincoln, the Orator: Penetrating the Lincoln Legend (Westport, CT: Greenwood Press, 1992), 25, http://www.questia.com/read/27419298.

    Cited passage

    Thanks for trying Questia!

    Please continue trying out our research tools, but please note, full functionality is available only to our active members.

    Your work will be lost once you leave this Web page.

    Buy instant access to save your work.

    Already a member? Log in now.

    Oops!

    An unknown error has occurred. Please click the button below to reload the page. If the problem persists, please try again in a little while.