Barry Picker's Guide to Retirement Distribution Planning

* R E V I S E D  F O R  F I N A L  R E G S *


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Some of the topics covered

 
  • The new distribution rules
  • 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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