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A LAST WILL & TESTAMENT
is a written document which leaves the estate of the person
who signed the will to named persons or entities (beneficiaries,
legatees, divisees) including portions or percentages of the
estate, specific gifts, creation of trusts for management and
future distribution of all or a portion of the estate (a testamentary
trust).
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Did You Know?
A CODICIL is a written
amendment to a person's will, which must be dated, signed and
witnessed just as a will would be, and must make some reference
to the will it amends
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Did You Know?
A LIVING WILL is a
document authorized By statutes in all states in which a person
appoints someone as his/her proxy or representative to make
decisions on maintaining extraordinary life-support if the person
becomes too ill, is in a coma or is certain to die.
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Did You Know?
A LIVING TRUST
is sometimes called an inter vivos (Latin for "within one's
life") trust, a trust created by a declaration of trust executed
by the trustor or trustors (also called settlor or settlors)
during his/her/their lifetime, as distinguished from a "testamentary
trust," which is created by a will and only comes into force
upon the death of the person who wrote the will.
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Did You Know?
PROBATE is the process
of proving a will is valid and thereafter administering the
estate of a dead person according to the terms of the will.
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Did You Know?
A POWER OF ATTORNEY FOR HEALTHCARE
is a written document stating that one person gives to another
the full power and authority to make healthcare decisions for
that one person when he or she is unable to.
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List Price $34.99
Our Price: $22.99
Edition: 8th
Pages: 304 pp
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Forms
Table of Contents
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The 8th edition is completely updated with the latest
tax rates, tables and methods for calculating required
distributions. It also reflects the Pension Protection
Act of 2006, a huge update to various retirement programs.
With this book as your guide, you'll know the rules,
avoid the penalties and save for your future like a
pro.List
of Forms
- Form 4972: Tax on Lump-Sum Distributions
- Tax Rate Schedule for 1986
- Form 5329: Additional Taxes on Qualified Plans
(Including IRAs) and Other Tax-Favored Accounts
- Form 5330: Return of Excise Taxes Related to
Employee Benefit Plans
- Form 5498: IRA Contribution Information
- Form 8606: Nondeductible IRAs
- Revenue Ruling 2002-62
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Bronze Estate Planning Package
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package is for a married couple, domestic
partners or an individual to include a future
spouse or domestic partner... |
...Last
Will & Testament, Living Wills,
and Powers of Attorney all for one low price. |
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Silver Estate Planning Package
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$199.00 |
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package is for a married couple, domestic
partners or an individual to include a future
spouse or domestic partner... |
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Will & Testament, Living Wills,
and Powers of Attorney all for one low price. |
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Estate Planning Package
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$299.00 |
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package is for a married couple, domestic
partners or an individual to include a future
spouse or domestic partner... |
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Will & Testament, Living Wills,
and Powers of Attorney all for one low price. |
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Ultimate Estate Planning Package
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family package offers wills, living wills
as well as many power of attorney forms
for the purchaser and their present and
future family. For the purpose of this offer, family members consist of the
following: their present or future
spouse or present or future domestic partner
as well as present and future children of
purchaser, spouse or domestic partner.
Stepchildren and adopted children also qualify
as a family member... |
...Last
Will & Testament, Living Wills,
and Powers of Attorney all for one low price. |
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IRAs, 401Ks & Other Retirement Plans:
Taking Your Money Out
By Twilia Slesnick & John C. Suttle, Nolo Press
Venue:
National - All States.
View our
Estate Planning Packages that offer the best options and
prices on the internet.
Description:
Don't give your nest egg away to the IRS!
Perhaps your retirement is on the horizon. Or you're changing
jobs. Or are about to turn 70.5 years old....
Whatever is going on with your retirement account, IRAs,
401(K)s & Other Retirement Plans is for you! Make sense of the
rules that govern distributions from retirement plans – and
avoid the stiff taxes and penalties that lurk in the fine print.
In plain English, this book discusses all common types of
retirement plans, including 401(k)s and other profit-sharing
plans, Keoghs, IRAs and tax-deferred annuities. It covers:
- tax strategies before and at retirement
- penalties for taking money out early
- minimizing taxes
- distributions you must take
- distributions to your heirs
The 8th edition is completely updated with the latest tax
rates, tables and methods for calculating required distributions.
It also reflects the Pension Protection Act of 2006, a huge
update to various retirement programs.
With IRAs, 401(K)s & Other Retirement Plans as your guide,
you'll know the rules, avoid the penalties and save for your
future like a pro.
Table of Contents
1. Types of Retirement Plans
- Qualified Plans
- Individual Retirement Accounts
- Almost-Qualified Plans
- Nonqualified Plans
2. An Overview of Tax Rules
- Taxation Fundamentals
- General Income Tax Rules for Retirement Plans
- Income Tax on Qualified Plans and Qualified Annuities
- Special Income Tax Rules for Tax-Deferred Annuities
- Special Income Tax Rules for IRAs
3. Early Distributions: Taking Your Money Out Before the
Law Allows
- Exceptions to the Early Distribution Tax
- Calculating the Tax
- Reporting the Tax
- Special Rules for IRAs
4. Substantially Equal Periodic Payments
- Computing Periodic Payments
- Implementing and Reporting Your Decision
- Modifying the Payments
5. Required Distributions: Taking Money Out When You Have
To
- Required Distributions During Your Lifetime
- Death Before Required Beginning Date
- Death After Required Beginning Date
- Special Rules for Tax-Deferred Annuities
- Special Rules for Roth IRAs
- Penalty
- Reporting the Penalty
- Waiver
6. Required Distributions During Your Lifetime
- Required Beginning Date
- Computing the Required Amount
- Designating a Beneficiary
- Special Rules for Annuities
- Divorce or Separation
7. Distributions to Your Beneficiary If You Die Before Age
70½
- Determining the Designated Beneficiary
- Distribution Methods
- Spouse Beneficiary
- Nonspouse Beneficiary
- No Designated Beneficiary
- Multiple Beneficiaries, Separate Accounts
- Multiple Beneficiaries, One Account
- Trust Beneficiary
- Estate as Beneficiary
- Annuities
- Divorce or Separation
- Reporting Distributions From IRAs
8. Distributions to Your Beneficiary If You Die After Age
70½
- Administrative Details
- Spouse Beneficiary
- Nonspouse Beneficiary
- No Designated Beneficiary
- Multiple Beneficiaries, Separate Accounts
- Multiple Beneficiaries, One Account
- Trust Beneficiary
- Estate as Beneficiary
- Annuities
- Divorce or Separation
9. Roth IRAs
- Taxation of Distributions
- Early Distribution Tax
- Ordering of Distributions
- Required Distributions
10. Roth 401(k) Plans
- Taxation of Distributions
- Early Distribution Tax
- Ordering of Distributions
- Required Distributions
Appendixes
A. IRS Forms, Notices, and Schedules
- Form 4972, Tax on Lump-Sum Distributions
- Tax Rate Schedule for 1986
- Form 5329, Additional Taxes on Qualified Plans (Including
IRAs) and Other Tax-Favored Accounts
- Form 5330, Return of Excise Taxes Related to Employee
Benefit Plans
- Form 5498, IRA Contribution Information
- Form 8606, Nondeductible IRAs
- Revenue Ruling 2002-62
B. Life Expectancy Tables
- Table I: Single Life Expectancy
- Table II: Joint Life and Last Survivor Expectancy
- Table III: Uniform Lifetime Table
- Table IV: Survivor Benefit Limits
Index
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Did You Know?
A POWER OF ATTORNEY
is a written document signed By a person giving another person
the power to act in conducting the signer's business, including
signing papers, checks, title documents, contracts, handling
bank accounts and other activities in the name of the person
granting the power.
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