Planning for Retirement

Marcia Chadwick Holt (attorney, Davis Graham & Stubbs, LLP, Denver, Colorado) has recently published her book entitled Estate Planning for Retirement.

Here is a description of this book:

In her new book, “Estate Planning for Retirement,” author Marcia Chadwick Holt provides the basic framework from which a practitioner can give appropriate advice and a taxpayer can make appropriate decisions. She thoroughly explains the federal tax law and substantive law, state statutes and common law, and the preemption of state law by ERISA.

While the law and regulations are complicated, this book is easy to read and understand. It will help you:

• Plan for stretching out distributions and minimizing taxes.
• Understand how to use a variety of IRAs.
• Avoid prohibited transactions.
• Help your retired clients meet their goals.
• Maximize retirement benefits for plan participants and their families.
• Explain the Social Security rules to your clients.

ALSO INCLUDES: A wealth of examples, practice pointers, comparison tables, and lists of frequently asked questions!