Supplemented with the latest legislative, judicial and administrative developments, and taking into account a broad spectrum of circumstances and special issues, this guide provides coverage for:

• Qualified plan lump sum distributions and periodic payments and rollovers
• Stock options and stock bonus plans
• Social Security and healthcare benefits
• Income tax and estate planning changes at retirement

Avoid practitioner liability as you design consummate plans that provide for your clients’ carefree enjoyment of their retirement.