LREP > IV. SPECIFIC
EP TOPICS > H. Retirement Planning
As mentioned on my
Home Page, I am very thankful and honored that Legal
Research for Estate Planners (LREP) has evolved to a
national resource on estate planning (with reviews provided
by many fellow practitioners) from its single page
beginning. To allow efficient research, LREP is divided into
six (6) systematic categories, descending from more general
estate planning (EP) research information to more specific,
practical information on estate planning. This LREP
subcategory of EP TOPICS contains links to employee
benefits, retirement, and financial
planning sites, such as links to 401(k) and IRA sites.
I hope that you find this category of sites helpful.
1. General Employee Benefits,
Retirement, and Financial Planning Sites
( 10/9/2004)
Estate and Retirement Planning - Noel C. Ice (Fort
Worth, TX) (excellent site: estate planning forms under
"Forms," letters, memoranda, and articles) (11/5/2000)
Employee Benefits Legal Resource Site
– Carol V. Calhoun (Washington, DC) (also an excellent site:
numerous employee benefits links, articles, a searchable
database of regulations from the IRS and the Department of
Labor, links to state retirement systems, and more)
(7/22/2001)
Employee
Benefits Web Site - BenefitsLink®
CybERISA.com - TRI Pension
Services (founder Sal Tripodi) (10/9/2004)
SunGard Corbel : News : IRS Publications
(includes new IRC section 457(b) regulations and other IRS
and Department of Labor (DOL) publications related to
employee benefits)
(5/31/2002)
Joint Committee on Employee Benefits
- ABA (includes agency question and answer section)
(8/26/2000) (
6/16/2002)
Pension Planners Home Page
–
Brentmark® Software (excellent site for consumers and
professionals)
Ataxplan Publications®
– Natalie B. Choate (Boston) on Retirement Benefits Planning
(featuring excellent free articles and outlines, including
"Retirement Benefits Payable to QTIP Trust" on Rev. Rul.
2000-2)
Society of Financial Service Professionals™
(most areas restricted to members) (9/30/2000)
2. Specific Employee Benefits,
Retirement, and Financial Planning Topics
( 10/9/2004)
a. Minimum Required Distributions (MRDs or RMDs)
NewRMD.Com Web Site
- Brentmark Software, Inc. ("News," "Articles," "Law & IRS,"
and more regarding the new minimum distribution regulations)
(2/24/2001)
MRD Calculator for 2001
- Roth IRA Advisor (8/12/2001)
b. Roth Individual Retirement Accounts (IRAs)
Roth Individual Retirement Account Site
(Roth IRA)
Roth IRA Advisor
(8/12/2001)
c. Other Employee Benefits, Retirement,
and Financial Planning Topics
The ESOP (Employee Stock Option Plan)
Association (free ESOP information
on "Hot Topics" and under "Resource Library")
(
6/15/2004)
412(i) Defined Benefit Plans -
AdvancedLifeInsurance.com (Adkisson Publications, Inc.
(Jay Adkisson)) (1/17/2004)
d. College Savings
Savingforcollege.com LLC
(articles on Internal Revenue Code Section 529 plans,
educational IRAs, and other tools to save for college and
facilitate estate planning goals; also a professionals'
area) (8/12/2001)
College Savings Plans Network
(information on college savings plans; features the
following areas: "Your State," "In the News," "FAQs," and
"Links") (9/29/2001)
Home Page - Florida Prepaid College Board
(2/7/2003)3. Publications on
Employee Benefits, Retirement, and Financial Planning Topics
( 10/9/2004)
TIAA-CREF Institute
(materials under "Fields of Study": Pensions and Retirement,
Insurance, Investment Products & Strategies, Endowments &
Planned Giving, Higher Education Financing & Trends,
Corporate Governance, Financial Literacy) (11/10/2001)
Retirement Investing Services
– Vanguard
Retirement Report -
Kiplinger®
Recommended Reading
- Roth IRA Advisor (8/12/2001)
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