|
|
|
Retire Secure!: Pay Taxes Later The Key to Making Your Money Last as Long as You Do
Retire Secure! tackles the number one fear facing most IRA and retirement plan owners:Â running out of money too soon. Lange, a nationally recognized IRA expert, offers specific and practical strategies to successfully navigate the three stages of retirement planning: accumulation, distribution, and estate planning. Retire Secure! explains the tax advantages and long term wealth building strategies of selectively and strategically putting money into IRAs, Roth IRAs, 401(k)s, Roth 401(k)s and the myriad other retirement plan options available to individuals working in the corporate world, the non-profit sector, as well as individual proprietors. The book proves that putting money into tax advantaged retirement plans beats “traditional saving” in the after-tax environment. The book sheds new light on best practices for spending your IRA and retirement plan dollars and your traditional savings. Many readers will be surprised to discover that the order in which assets are spent is not a trivial consideration—it can make or break the bank. It also outlines Lange’s exceptional estate plan–a plan that has been featured in the Wall Street Journal and many other fine financial journals. The book offers financial planning strategies and tactics in plain English that everyone can understand—and using humor and interesting characters in real life situations the book escapes the dreaded dry financial tome tone. For example, Chapter 1 offers a great mini case study that charts the financial destiny of Mr. Pay Taxes Later and Mr. Pay Taxes Now. Both start saving when they are age 30, but when Mr. Pay Taxes Now reaches age 90, he is broke, while Mr. Pay Taxes Later has $1,946,949 left. Chapter 8 is devoted to a complete case study of “Eddie’s and Emily’s” entire retirement decision making process. The book is endorsed by more than 31 leading financial experts including Charles Schwab, and Roger G. Ibbotson, Yale Professor and perhaps the world’s foremost authority on asset allocation. As a bonus, readers who purchase this book can receive a free information-packed CD. "Retire Secure!is your playbook for winning the retirement game and beyond. It shows you how to capitalize on little known provisions of the tax law that will make your retirement savings last several lifetimes, leveraging your hard earned money into a family legacy. Best of all, you can rely on the advice here since it is written by one of the nation's leading retirement tax planning authorities.”Ed Slott, Author Parlay Your IRA into a Family Fortune and The Retirement Savings Time Bomb…and How to Defuse It James Lange (Pittsburgh, PA) , an attorney and CPA, is a nationally known IRA, 401(k), and retirement plan distribution expert with over 27 years of experience. His recommendations have appeared 23 times in theWall Street Journal as well as the New York Times,Newsweek, Kiplinger’s, and many other prestigious financial publications..
Price: $12.95
[Notify me when price goes down.]
|
|
The Beneficiary Book: A Family Information Organizer
|
|
Hitler's Beneficiaries: Plunder, Racial War, and the Nazi Welfare State
A “provocative” account of great “intellectual significance,” illuminating the economic workings of the Third Reich—and the reasons ordinary Germans supported the Nazi state (The New York Times Book Review) In this groundbreaking book, historian Götz Aly addresses one of modern history’s greatest conundrums: How did Hitler win the allegiance of ordinary Germans? The answer is as shocking as it is persuasive: by engaging in a campaign of theft on an almost unimaginable scale—and by channeling the proceeds into generous social programs—Hitler literally “bought” his people’s consent. Drawing on secret files and financial records, Aly shows that while Jews and citizens of occupied lands suffered crippling taxation, mass looting, enslavement, and destruction, most Germans enjoyed an improved standard of living. Buoyed by millions of packages soldiers sent from the front, Germans also benefited from the systematic plunder of Jewish possessions. Any qualms were swept away by waves of tax breaks and government handouts. Hitler’s Beneficiaries has been hailed as “startling” by Richard Evans, and as “fascinating and important” by Christopher Browning. Above all, as Omer Bartov testifies, this remarkable book “irreversibly transforms our understanding of the Third Reich.” .
Price: $9.69
[ Notify me when price goes down.]
|
|
The Trustee's Guide An Essential Handbook for Trustees, Beneficiaries, and Advisors
|
|
The Executor's Handbook: A Step-By-Step Guide to Settling an Estate for Personal Representatives, Administrators, and Beneficiaries
The Executor's Handbook is a step-by-step guide for estate executors and personal representatives. Covering everything from probate to wills to liquid assets, it helps readers determine the best course of action as an executor. Updates to this edition include:
New information on wills
New types of bank accounts, such as pay-on death accounts
The Taxpayer Relief Act of 1997
The increasingly common use of trusts
All state and federal laws, in texts and tables..
Price: $17.60
[Notify me when price goes down.]
|
|
The Inheritors Handbook: A Definitive Guide For Beneficiaries (Bloomberg Personal Bookshelf)
THE ONLY GUIDE YOU'LL NEED TO WISELY MANAGE YOUR INHERITANCE AND MAKE IT GROW FOR FUTURE GENERATIONS .. You're not alone. Sixty million Americans stand to be on the receiving end of an inheritance in the coming years. Planning is crucial if you hope to preserve your windfall, save on taxes, and avoid family squabbles. In The Inheritor's Handbook, expert Dan Rottenberg offers a comprehensive guide through the inheritance process that gets to the heart of the complex issues, both financial and emotional, that beneficiaries face. He demonstrates how future heirs can discuss money and wills, choose advisers, manage investments, and much more. Using real-life examples, Rottenberg provides tested solutions to sensitive inheritance issues -- before the time of death, at the time of death, and years later. The Inheritor's Handbook is the only book you'll need to help you manage the difficulties, decisions, and opportunities that come with inheriting. .
Price: $4.48
[Notify me when price goes down.]
|
|
Beneficiary Directory
The Beneficiary Directory, Your Personal System to Organize Your Important Documents, provides a step-by-step guide to putting the most significant documents in your life in order. It does not require a complicated filing system but instead works with the one you already know and use, helping you answer these four questions: What documents do I need? How will my beneficiaries find these documents? Who should have access to these documents, and when? Who will best advise my beneficiaries? Created by accountant and financial planner Mark H. Kaizerman, the Beneficiary Directory has been in use for some time with his exclusive client list, and now he brings it to the general public in its uncomplicated format. Endorsed by leaders of the financial planning, legal, accounting and health care communities as a valuable addition to all estate plans, the Beneficiary Directory helps ensure that your values, beliefs, and influence can continue uninterrupted into the future. With this system, you provide a solid bridge for the transfer of information from one generation to the next, giving loved ones and easy transition in an otherwise difficult period. Imagine - One File. One Location. One Call..
Price: $21.95
[ Notify me when price goes down.]
|
|
Your Trustee Duties: How to Dissect a Trust Contract, Prepare Form 1041, Distribute Income and Principal to Beneficiaries, and Terminate the Trust (Series 300: Retirees & Estates)
The obligations and responsibilities of trustees are laid out in this guide to working with attorneys, understanding tax procedures, and real-life examples. From completing a 1041 form to determining which financial records to pay particular attention to, this primer offers tips for every step of being a conscientious trustee. Instructions for closely reviewing a contract, taking inventory of the sources of trust income, and terminating a trust are also included.
.
Price: $24.30
[ Notify me when price goes down.]
|
|
Estate & Trust Administration For Dummies (For Dummies (Lifestyles Paperback))
An easy-to-follow guide to executing an estate or trust Settling an estate and administering a trust can be complicated, messy, and time-consuming for individuals named as executor or trustee--most of whom have no previous experience with such matters. Estate & Trust Administration For Dummies provides all the information the reader needs to confidently and correctly execute the assets, debt, and property according to the deceased's wishes and the law. This practical, authoritative guide contains advice for handling estates and trusts large or small, offering solid advice on reading and interpreting documents and helping one's heirs avoid paying too much (or too little). It also shows readers how to take care of a loved one's estate in the event that a will or trust was never created. Margaret Atkins Munro, EA (Essex Junction, VT), is a tax advisor and writer with more than 30 years' experience in various areas of taxation and finance. Her practice is concentrated in the areas of trusts, estates, family tax, and small business. She is coauthor of Taxes For Dummies 2008 (978-0-470-17567-5). Kathryn A. Murphy, Esq. (Wayland, MA), is an attorney with over 20 years' experience in estate planning and administration. She has extensive experience in the administration of estates both large and small, trust administration, and the preparation of estate and gift tax returns. Margaret and Kathryn are the only author team on the market consisting of an estate and trust tax professional and an attorney..
Price: $14.95
[Notify me when price goes down.]
|
|
Income Taxation of Fiduciaries and Beneficiaries 2007 (Two Volume Set)
Income Taxation of Fiduciaries and Beneficiaries provides step-by-step guidance on the taxation of fiduciary income. This comprehensive guide for practitioners advising fiduciaries and beneficiaries in federal and state income tax matters covers the broad range of complex issues from charitable remainder trusts to nexus rules and their effect. Providing expert practical advice, Income Taxation of Fiduciaries and Beneficiaries helps the practitioner obtain the most advantageous outcomes for his/her fiduciary and beneficiary clients. Key feature: 35 case studies with filled-in forms 1041 and accompanying documents. Highlights of 2007 edition include: · Consideration of the many private letter rulings granted to CRTs allowing reformation: (1) to qualify under IRC §664; (2) to correct scrivener s error on trust terms; · Analysis of the recognition by the IRS of the trustee s ability to sprinkle/spray income between individual and non individual CRT distributees in conformance with Treasury regulations; · Coverage of the fact that an S corporation can form a CRT, be the distributee, and obtain charitable deduction through contribution of built-in gain property, and yet defer recognition of such income; · Discussion of the impact of the new 100% excise tax on unrelated business taxable income realized by a CRT; · Further interpretation of total return trust treatment under RUPIA and treatment of distributions including tax reimbursements from a flow through entity; · Discussion of the impact of the Rudkin case on reporting of deduction for investment advisory fees, i.e. the impact of the 2% non-deductible portion under IRC §67(e); · Analysis of NOL and capital loss rules as applied to trusts and estates; · Coverage of nongrantor trust status for trusts that nonetheless result in incomplete gifts due to retained power of appointment; · Consideration of the use of trust partitioning followed by merger of trusts to effect a tax-free exchange of partnership interests that otherwise is unattainable; and · Discussion of the benefit of a grantor CLAT in determining source of charitable deduction as any property, not just from gross income..
Price: $289.00
[ Notify me when price goes down.]
|
|
|
|
|