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This page contains a single entry by Associate Editor published on November 6, 2011 11:56 AM.

Economic Conditions Have Fewer Americans Confident About Retirement Savings was the previous entry in this blog.

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Retirement Benefits in the Context of Estate Planning

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Lewis Saret, Of Counsel, Moore & Bruce, LLP, authored the first in a series of columns for CCH's Taxes - The Tax Magazine, which is The Estate Planner: Retirement Benefits in the Context of Estate Planning--Part I: Minimum Required Distributions."  A reprint of this column may be downloaded on Mr. Saret's personal website, by clicking the following link:  Saret_MAG_11-11.pdf

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» Income Taxation of Retirement Benefits from Wealth Strategies Journal 2.0 (Beta)

Lewis Saret has made available his article "Retirement Benefits in the Context of Estate Planning--Part II: Income Taxation of Retirement Benefits With Basis."  Published in Taxes magazine, it discusses the income taxation of retirement benefits w... Read More

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