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