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Chapter 5: Withdrawals Made Before the Owner Is 59 1/2 Marital Matters

  1. Overview
  2. Exceptions to the 10% Penalty

Chapter 6: Marital Matters

  1. Overview
  2. Spousal Rollover Election
  3. Required Minimum Distributions When Spouse Inherits an IRA
  4. Inherited IRAs When the Spouse is under 59 1/2
  5. Simultaneous Death Clauses
  6. Spousal Rollover Through an Estate or Trust
  7. The Marital Deduction
  8. Retirement Equity Act of 1984
  9. Qualified Domestic Relations Orders (QDROs)

Chapter 7: Disclaimers

  1. Overview
  2. Qualified Disclaimers
  3. Income Tax Treatment of Qualified Disclaimers
  4. Acceptance
  5. Partial Disclaimers
  6. Disclaimers and Post Mortem Planning

Chapter 8: Charitable Giving

  1. Overview
  2. Charitable Gifts from Trusts and Estates
  3. The Pension Protection Act of 2006

Chapter 9: Creditor's Claims

  1. Overview
  2. IRAs Under ERISA
  3. The Bankruptcy Abuse Prevention and Consumer Prote
 
 
 

 


©2007 Leonard Gerstein LTD.

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