Barry Picker's Guide to Retirement Distribution Planning

Some of the topics covered

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The new distribution rules

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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
Choosing the beneficiary
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

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Barry C. Picker, CPA/PFS, CFP
1406 Avenue X 718-934-4300
Brooklyn, NY  11235 Barry@BPickerCPA.com

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