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Wills, Trusts, & Estates Prof Blog
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New Book: Tax Planning for Retirees

By Gerry W. Beyer

Tax planning for retirees

Vorris J. Blankenship recently published a book entitled, Tax Planning for Retirees (2014).  In this book, Mr. Blankenship has combined his extensive knowledge of accounting and tax laws to help clients stretch their retirement dollars to the maximum.  This complete, one-stop guide is filled with “how to do it” expertise that will help practitioners steer clients towards the best tax and estate planning decisions possible, both before and during retirement.  This comprehensive book is everything you will need to navigate complex tax-planning issues with confidence, root out every tax-saving opportunity, and help your clients keep more of their nest eggs for themselves.  Written in clear, jargon-free language, the book covers:

  • Federal tax treatment of everything from IRAs and Social Security benefits to long-term care insurance and disability benefits.
  • Strategies for optimizing IRA and 401(k) distributions.
  • Pensions, ESOPs, veterans’ benefits, and all other types of retirement income.
  • Smart Estate Planning to protect retirement benefits. 

Posted in:
Books, Books - For Practitioners, Estate Administration, Estate Planning - Generally and Non-Probate Assets