The fundamentals of required beginning date planning
Article Abstract:
This article provides detailed information to aid in the planning of IRA required beginning dates and elections. Persons born before July 1929 and after June 1928 must make elections by Apr. 1, 2000. Differences resulting from different elections concerning choice of beneficiary and calculation method are visually displayed on charts and discussed in the text.
Publication Name: Taxes: The Tax Magazine
Subject: Business
ISSN: 0040-0181
Year: 1999
User Contributions:
Comment about this article or add new information about this topic:
The baby boomers are coming
Article Abstract:
The baby boomer generation is reaching retirement age and engaging estate, tax, and financial planners. Planners may likely need to address issues regarding property ownership forms, means of property disposition, insurance, IRAs, and beneficiary designations. Resolution of these issues are necessary to serve personal planning and tax savings goals.
Publication Name: Taxes: The Tax Magazine
Subject: Business
ISSN: 0040-0181
Year: 1999
User Contributions:
Comment about this article or add new information about this topic:
Strategies for concentrated low-basis stock positions
Article Abstract:
The author discusses taxation problems of employees holding employer stock with low basis. Several planning solutions are offered to reduce the tax burden upon gain recognition.
Publication Name: Taxes: The Tax Magazine
Subject: Business
ISSN: 0040-0181
Year: 2000
User Contributions:
Comment about this article or add new information about this topic:
- Abstracts: Economic reality in estate planning: the case for remainder interest sales. Issues in the use of offshore integrated estate planning strategies
- Abstracts: The unseen downside of stock market bonds. The beauty of bonds. The meaning of higher interest rates
- Abstracts: The ethics of change. The bin-man cometh. PDFM sweats it out
- Abstracts: France critiques its incubators before refinancing. Spanish R&D budget boosts biotechnology. French genomics setup questioned
- Abstracts: The difference a day makes. The world's hottest shares. The end game