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Estate and Distribution Planning With Qualified Plans & IRAs

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Coursebook Papers:

Table of Contents

Preserving the 'Designated Beneficiary' If a Trust is Named as Beneficiary of a Qualified Plan or IRA (40 pp) $29.00
By Virginia F. Coleman

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Separate Accounts (6 pp) $29.00
By Virginia F. Coleman

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Retirement Plans, IRAs and IRD (10 pp) $29.00
By Marcia Chadwick Holt

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Special Distribution Options Available to Spouse as Beneficiary of a Qualified Retirement Plan or IRA (10 pp) $29.00
By Virginia F. Coleman

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Nonspousal Rollovers: When and How? (10 pp) $29.00
By Marcia Chadwick Holt

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Lifetime Rollovers (10 pp) $29.00
By Kathleen R. Sherby

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Prohibited Transactions and The Self Directed IRA (10 pp) $29.00
By Kathleen R. Sherby

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Rollovers from Eligible Retirement Plans to Roth IRAs: Why Can't You Rollover Until 2010 What You Could Rollover in 2006 and 2007? (14 pp) $29.00
By Marcia Chadwick Holt

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Estate and Distribution Planning: Written Questions and Answers (5 pp) $29.00

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Course Materials Subscription

Purchase a course materials subscription and get this book and many more for one low price. The above course materials are part of the following Practice Area subscriptions:

Coursebook Subscription - Employee Benefits/Pensions
Price: $399.00 Add to Cart

Coursebook Subscription - Estate Planning
Price: $399.00 Add to Cart

Coursebook Subscription - Taxation
Price: $399.00 Add to Cart

To view a complete list of course materials included in each subscription, click the practice area you are interested in.