Retirement Tax Guide Resource Material: ID# 1001949
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About This Course:
Maximize your client's retirement dollars by taking full advantage of the many tax-reducing shelters, trusts, credits and deductions available only to retirees.
In this 32-page special report, Donald Korn, financial and tax adviser, puts his decades of tax code analysis to work for you. His advice can make the difference between a large refund and a crippling bill for your older clients.
Table of Contents:
PREPARE NOW FOR A LESS TAXING RETIREMENT
Capitalize on Tax Cuts Build, Then Shelter Your Nest Egg PART I: PLANNING FOR RETIREMENT
Qualified Plans: Good Mileage for Your Money
401(k)s: Fund 'Em to the Max Maximum Contribution Limits for 401(k)s Table 1: Amount to Put in a 401(k) Plan Monthly On Your Own: Keogh Options Keep It Simple With SEPs Twice As Simple Contribution Limits for SIMPLE Plans IRAs: Save Even More Maximum IRA Contribution Limits Table 2: IRA Deductibility for Active Participants (in 2003) Roth IRA Revolution Roth 401(k)s: Coming in 2006 Following in Your Footsteps Countdown to Estate Tax Repeal Know How to Hold 'Em Get Liquid With Loans Early IRA Payouts Dealing With Distributions Stay Out of the Penalty Box Nonqualified Plans: Alternate Avenues
A Basic Blueprint Rabbi's Rules Safety First: Secular Trusts Bonus Points for Owners Annuities: The Waiting Game Shopping for a Deferred Annuity Upfront Bonuses and Long-Term Care Learn Before You Leap More Routes to Savings
Policy Matters Variable Life or Variable Annuity? CRTs: Sweet Charity CGAs: More Charitable Thoughts CRT Versus CGA PART II: SHELTERING INCOME IN RETIREMENT
Trimming Your Tax Bill
Table 3: What Part of Your Benefit Is Taxable? Normal Retirement Age Rising Shrink Your Income When to Start Collecting Benefits How to Take Your Lump Sum Rollover Roulette Withdrawals: Decisions, Decisions . . . Life Expectancy Table Cashing in on Annuities
Flexibility or Tax Savings? Split Annuities Lifeline to Safe Borrowing Super Shelters for Retirement Income
Tax Breaks With CRTs Inflating Income With CRTs Private Annuities: All in the Family Investment Property: Exchange, Don't Sell Relocating: Research in Advance
State Tax Rankings Estate and Inheritance Taxes by State Escape From Tax Traps The Artful Dodge Home, Sweet-Equity Home
Over-55 Exclusion Repealed Basis Buildup Recycle the Gain Exclusion Cashing In Finding a Lender Reverse Mortgage Basics Different Strokes: Sale Leasebacks Afterword
Appendix I: For More Information Appendix II: State Departments of Revenue
Expert tax advice from a retirement planning pro!