Planning for Retirement Distributions: Tax, Financial, and Personal Aspects

Retirement distribution planning is quickly becoming an area of specialization. This innocative resource discusses how to profitably advise clients on: retirement distribution planning issues; avoiding the loss of retirement savings; maximizing tax deferrals; eliminating estate taxes on retirement savings; accomplishing charitable goals through retirement distributions and estate planning strategies; and using life insurance to achieve retirement distribution and estate planning goals. Also included are client questionaires, client letters, and checklists.Donner, Eric is the author of 'Planning for Retirement Distributions: Tax, Financial, and Personal Aspects', published 2002 under ISBN 9780735532854 and ISBN 0735532850.