Retirement Distributions Planning Book List

We often get asked about books and publications on the topic of pension and excise tax planning. We consider all the items shown on this page to be an essential part of our planning library.

Life and Death Planning for Retirement Benefits by Natalie Choate was first published in August, 1996 with the latest edition published in 2011.  The 7th edition's chapter headings include:

  • The Minimum Distribution Rules
  • Income Tax Issues
  • Marital Matters
  • Inherited Benefits: Advising Executors and Beneficiaries
  • Roth Retirement Plans
  • Leaving Retirement Benefits to a Trust
  • Charitable Giving
  • Investment Issues; Plan Types
  • Distributions Before Age 59

Life and Death Planning for Retirement Benefits, (7th edition, 2011)
by Natalie Choate
$89.95 + $10 shipping (plus SC sales tax, if applicable)
Pensworth
415 Gallatin Circle
Irmo, SC 29063

1-800-694-7624
FAX (803) 781-7868

Adviser's Guide to Retirement Plans for Small Businesses

Adviser's Guide to Retirement Plans for Small Businesses (2010)
Gary S. Lesser and Barry Kozak, Editors
$98.75 PDF download ($79 for AICPA members)
AICPA, 612 pages (out of print)
Chapter 16, Required Minimum Distributions, by Gregory Kolojeski

Parlay Your IRA into a Family Fortune
by Ed Slott, available at a significant discount from the $24.95 list price at Amazon.com:
Parlay Your IRA into a Family Fortune

Ed Slott's IRA Advisor
This monthly newsletter ($125 annually) is published by:
Ed Slott's IRA Advisor, Inc.
100 Merrick Road, Ste. 200 East
Rockville Centre, NY  11570
Order online at http://www.irahelp.com/newsletter.php?area=a or by calling 1-800-663-1340

Sy Goldberg's Planning Analysis: Working with the 2002 IRS Final Distribution Rules
by Seymour Goldberg, $49 PDF or $59 printed copy
http://www.brentmark.com/sy.htm

For information on a number of excellent publications by Sy Goldberg, click on the following link:
http://www.goldbergreports.com

The Pension Answer Book (2016 edition)
by Stephen J. Krass
$459 plus tax
Wolters Kluwer
1-800-234-1660

Roth IRA Answer Book (7th edition)
by Gary S. Lesser, Denise Appleby, Michelle Ward, Gregory Kolojeski
$475 plus tax
Wolters Kluwer
1-800-234-1660

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Last modified: May 17, 2016