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Barry Picker's
Guide to Retirement Distribution Planning
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Some
of the topics covered |
Ordering
Info |
| The new
distribution rules |
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plus $1.75 shipping and handling. NYS residents must add
applicable sales tax. You may use our secured
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1-800-809-0015.
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| Computing the
distribution |
| Who or what is a
beneficiary? |
| Can the
beneficiary be changed? |
| If you don't
name a beneficiary |
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| Choosing the
beneficiary |
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| Taking employer
stock from a company plan |
| More than one
IRA account |
| Rules for
inherited accounts |
| A trust as
beneficiary |
| IRA Custodians
and Retirement Plan Administrators |
| Finding a
competent advisor |
| Using
disclaimers |
"...a gem that is
required reading for anyone who has an IRA" -CNNfn
"very helpful...
please keep me on your mailing list" Mitchell
M., Chicago,
IL
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