Retirement Benefits in the Context of Estate Planning–Part III: Income Taxation of Qualified Rollovers; Current Estate and Gift Tax Developments

Lewis Saret authored the following column, published in CCH Taxes – The Tax Magazine, The Estate Planner: Retirement Benefits in the Context of Estate Planning–Part
III: Income Taxation of Qualified Rollovers; Current Estate and Gift Tax
Developments (May 2012).  The full column may be downloaded by clicking the following link: Retirement Benefits in the Context of Estate Planning–Part III

Retirement Benefits in the Context of Estate Planning–Part II: Income Taxation of Retirement Benefits With Basis

Lewis Saret authored the second in a series of columns, published in CCH Taxes – The Tax Magazine, The Estate Planner: Retirement Benefits in the Context of Estate Planning–Part II: Income Taxation of Retirement Benefits, which discusses the income taxation of retirement benefits with associated basis.  The full column may be downloaded by clicking the following link: Retirement Benefits in the Context of Estate Planning–Part II

Retirement Benefits in the Context of Estate Planning–Part I: Minimum Required Distributions

Lewis Saret authored the first in a series of columns, published in CCH Taxes – The Tax Magazine, The Estate Planner: Retirement Benefits in the Context of Estate Planning–Part I: Minimum Required Distributions.  The full column may be downloaded by clicking the following link: Retirement Benefits in the Context of Estate Planning–Part I