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Academic Journal

Consider State Taxes in Selecting Your Residence.

  • Source: Journal of Retirement Planning. Jan/Feb2008, Vol. 11 Issue 1, p39-48. 6p. 2 Charts.

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Academic Journal

LRT 201021038--A Cautionary Tale.

  • Source: Journal of Retirement Planning. Sep2010, Vol. 13 Issue 5, p21-34. 4p.

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Academic Journal

Estate Planning in Uncertain Times: The Impact of the Repeal of the Estate Tax.

  • Source: Journal of Retirement Planning. Jul2010, Vol. 13 Issue 4, p27-43. 17p. 5 Charts.

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Academic Journal

Holistic Audits: The Price of Being Rich.

  • Source: Journal of Retirement Planning. Jul2010, Vol. 13 Issue 4, p25-46. 4p.

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Academic Journal

An Alternative to the Safe Harbor 401(k) Plan.

  • Source: Journal of Retirement Planning. Jan2010, Vol. 13 Issue 1, p21-33. 5p. 1 Diagram, 1 Chart, 2 Graphs.

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Academic Journal

Should Retirees Still Consider Expatriating?

  • Source: Journal of Retirement Planning. May2009, Vol. 12 Issue 3, p41-49. 9p.

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Academic Journal

New Rules Under 409A Have Taken the Wind out of Deferred Compensation Plans-Executive Roth Plan May Be the Answer.

  • Source: Journal of Retirement Planning. Sep2008, Vol. 11 Issue 5, p15-20. 6p. 3 Diagrams, 1 Chart, 2 Graphs.

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Academic Journal

The New Law of Deferred Compensation: 409A Regulations.

  • Source: Journal of Retirement Planning. May/Jun2007, Vol. 10 Issue 3, p15-55. 4p.

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Academic Journal

Retirement Plan Strategies.

  • Source: Journal of Retirement Planning. May2010, Vol. 13 Issue 3, p5-6. 2p.

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