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Author's Note | |
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Introduction: The Long, Happy Life of Your Retirement Savings | |
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My Account Inventory | |
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General Information-Each Owned Account | |
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General Information-Each Inherited Account | |
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Summary Information-All Owned/Inherited Accounts | |
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The Account Owner's Care Solution | |
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My Beneficiary Form Checklist | |
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My Custodial Agreement Checklist | |
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My Stretch Opportunity Checklist | |
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My Retirement Assets and Estate Plan Checklist | |
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My RMD Calculations Checklist | |
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My Rollover/Lump-Sum Decision Checklist | |
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The Account Beneficiary's Care Solution | |
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The Nonspouse Beneficiary's (an Individual) Checklist | |
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The Spouse Beneficiary's Checklist | |
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The Multiple Beneficiaries' Checklist | |
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The Successor Beneficiary's Checklist | |
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The Tax Breaks for Beneficiaries Checklist | |
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The IRD Checklist | |
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The Special Issues Care Solution | |
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The Naming a Charity-As-Beneficiary Checklist | |
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The Naming a Trust-As-Beneficiary Checklist | |
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The Disclaimer Planning Checklist | |
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The Divorce Checklist | |
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The Early-Distribution Exceptions-72(t) Payments Checklist | |
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The Early-Distribution-Other Exceptions Checklist | |
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The Tax Breaks for Lump-Sum Distribution Checklist | |
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The Incapacity Checklist | |
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The Same Sex and Unmarried Couple Checklist | |
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The Alternative Investments and Prohibited Transactions Checklist | |
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The Roth IRA Conversion Checklist | |
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The Follow-Up Care Solution | |
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My Year-end Checklist | |
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My Advisor Checkup Tool | |
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Single Life Expectancy Table | |
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Uniform Life Expectancy Table | |
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Joint Life Expectancy Table | |
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Retirement Planning Resources for Consumers and Financial Advisors | |
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Index | |
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Acknowledgments | |