Sy Goldberg’s Planning Analysis:
Working with the 2002 IRS Final Distribution Rules

Sy Goldberg’s Planning Analysis includes:

·        Death Before Required Beginning Date

·        Death Before Required Beginning Date and the Separate Account Rule

·        Trust Documentation Requirements

·        Lifetime Distributions

·        Death On or After the Required Beginning Date

·        Disclaimers

·        Trust Issues

·        Use of New Life Expectancy Tables by Beneficiary

·        Spousal Rollover Issues

·        Actual case study problems and solutions under the 2002 distribution rules

·        Key IRS rulings that are still applicable under the 2002 distribution rules

Note:  Single copy orders for Sy's Goldberg's Planning Analysis (83-page report) include the right to print one copy from the PDF file.  Also, the PDF file may not be duplicated other than for archival purposes.  In other words, an order for a single copy is just like ordering one copy of any other copyrighted material such as a book--you do not have the right to make additional copies beyond the one printed copy and the one electronic file.  For information on licensing multiple copies, contact Brentmark Software.

Links for Online orders:
Sy Goldberg's Planning Analysis, $49 (download)
For information on other Sy Goldberg publications, go to http://www.goldbergreports.com.

You may also call 1-800-879-6665 or 407-306-6160 to order.

Mail Orders (use form below; FL and SC residents, add sales tax):
Brentmark Software
253 Plaza Dr., Ste. B
Oviedo, FL  32765-6460


Fax Orders:  (407) 306-6107
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Product:  Sy Goldberg's Planning Analysis, $49

Product delivery (Circle): E-mail, $0 additional or Sent on a disk, $5 or Sent in printed form, $10

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Last modified: September 03, 2014