The Economy and Other Retirement Account Mysteries
The economy and the markets were major factors in retirement plans last year. Roth individual retirement account 2010 conversions were recharacterized...
A Decent Proposal
Practitioners traditionally have had limited tools to address a taxpayer's individual retirement account. Since amounts in an IRA can be subject to both...
In-plan Roth Rollovers
An in-plan Roth rollover (IPRR) is effective for distributions from Internal Revenue Code Section 401(k) plans and IRC Section 403(b) plans made after...
How to Murder a 2010 Roth IRA Conversion
Last year 2010 was the first year tax-deferred individual retirement accounts could be converted into tax-free Roth IRAs without having to worry about...
Death by IRA Beneficiary Designation
Individual retirement accounts have long been treated as the proverbial red-headed stepchild of estate planning. Until recently, they were often overlooked,...
Related Links
A Tax Plan
www.ataxplan.comTrusts & Estates contributing editor and noted retirement benefits expert Natalie B. Choate has a website featuring pdfs of "Choate's Notes," which the website describes as "a newsletter with interesting tidbits for professionals, mainly on the subject of estate planning for retirement benefits. It is sent by first class mail only, and as of now is free… The publication schedule is extremely irregular."
Natalie B. Choate's regular podcast on Morningstar
advisor.morningstar.com/products/podcasts.aspLeimberg Information Services, Inc.
www.leimbergservices.comFrom the website: "We provide Estate Planning, Employee Benefits and Retirement Planning, Business Entities, Asset Protection Planning, Financial Planning and Charitable Planning Newsletters."
Ed Slott's IRA Advisor
www.irahelp.comRetirement resources for advisors and consumers from Ed Slott, CPA, noted retirement benefits expert. Includes a discussion forum, IRA updates, and searchable databases for attorneys and other advisors.
Brentmark software
www.brentmark.comFrom the website: "Brentmark® Software provides personal financial planning products and services for professionals and consumers: estate, financial, and retirement planning software."
Benefits Link
www.benefitslink.comFrom the website: "Our goal is to help you, the employee benefits professional, do your job. Every day we link you to the freshest news, analysis, opinions and government documents about employee benefit plans. Our coverage emphasizes compliance, administration, design (especially cost savings), and policy. We cover all kinds of plans: 401(k), pension, profit-sharing and other retirement plans; group health, disability and other kinds of welfare plans; and executive benefits. We cover ERISA plans sponsored by private employers, and we cover ERISA-exempt plans sponsored by governments, churches, or for executives only."
Retirement Benefits Committee
Michael J. Jones (chair)
Thompson Jones LLPThomas C. Foster
McCandlish Holton, PCMarcia Chadwick Holt
Davis Graham & Stubbs, LLPChristopher R. Hoyt
University of Missouri-Kansas City Law SchoolBruce D. Steiner
Kleinberg, Kaplan, Wolff & Cohen, P.C.Steven E. Trytten
Anglin Flewelling Rasmussen Campbell & Trytten LLPComplete list of the Trusts & Estates Editorial Advisory Board
