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These reports are published by the American Academy of Estate Planning Attorneys and cover a wide-variety of subjects relating to estate planning.


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Estate Planning with Individual Retirement Accounts (IRA's)

Using This Report
At first glance, the concept of an Individual Retirement Account (IRA) seems simple enough: a structured way to save for your golden years while deferring taxes on your growing nest egg. Unfortunately, that simple idea becomes one of the most complex areas of estate planning once IRS rules are applied. That means that not only must an estate planner consider estate tax reduction techniques, but also the amazingly complicated income tax rules the IRS has issued in its regulations. After relying on variations of the “Proposed Regulations” since 1987, the IRS issued Final Regulations in April 2002. This report is intended to provide general guidance on the income and estate tax considerations involved. It is not intended as legal advice. Only an analysis of a client’s particular financial and family considerations provides a sufficient foundation for an estate planner to make appropriate planning recommendations.

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