Automatic Update Service


This book is included in PBI’s automatic update service. PBI will publish supplements or new editions as appropriate to keep the book up to date. We will send you a notice when a new edition is available. You will then have the option to purchase the supplement or new edition at a discounted rate or decline the offer, with no further obligation.

Click to review/change your Automatic Update status.

  • Course Book

Proven Strategies to Protect Your Family from New Death Tax 2020

Quantity:
Available: In Stock
Price: $69.00
Item Code: 11008-BK

About

On January 1, 2020, the government put an end to the greatest tax break for IRAs and retirement accounts by killing the "stretch IRA." No longer will your heirs be able to defer tax on Inherited IRA benefits over their lifetime. The SECURE Act will require your children and grandchildren to pay taxes on your IRA and retirement plan within 10 years of your death. A more appropriate name for this law would be the Extreme Death-Tax for IRA and Retirement Plan Owners Act. Discover peer-reviewed and proven strategies that could shield your financial legacy from these devastating changes in the tax laws and explore how you can reduce the impact of the SECURE Act for you and your family.

 

Summary of Contents

  • Attorney’s Guide to Beating the New Death Tax
    • Explanation of SECURE ACT, Roth IRAs, Optimizing Social Security
    • The Best Social Security Strategies
    • The Best Estate Plan for Attorneys After the SECURE Act
    • Who Says You Can’t Control from the Grave? Using Trusts to Protect Your Family
  • Appendix: James Lange’s Free Copies of Three of His Bestselling Books
Practice Areas
Published: 7/15/2020
Pages: 190
Size: 8.5x11
©2023 Pennsylvania Bar Association. All rights reserved unless otherwise provided in a separate agreement. Unauthorized use, duplication, republication or redistribution of this material is strictly prohibited without the prior express written consent of the Pennsylvania Bar Association.