| Autor: |
Shenkman, Martin |
| Předmět: |
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| Zdroj: |
Financial Planning; Mar2009, Vol. 39 Issue 3, p39-41, 3p |
| Abstrakt: |
The article clarifies several issues about estate planning for retirement in light of the economic downturn in the U.S. and tips on how to address them. It stresses the need to exercise caution in matching asset and age calculations to determine required minimum distributions (RMD). The beneficiary of the individual retirement account (IRA) is responsible for withdrawing the RMD. Heirs inheriting plan assets with large income in respect of a decedent (IRD) tax deductions are advised to use IRD deduction to offset the income tax. |
| Databáze: |
Complementary Index |
| Externí odkaz: |
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