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September 2010
Qualified Employer Securities in Retirement Plans

Last month we discussed the unfavorable tax treatment afforded distributions from employer-sponsored retirement plans and IRAs. There is an important exception, however, to this harsh tax treatment.

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Previous Articles
Distribution of Employer Securities from a Qualified Retirement Plan
Two Attractive Gift Vehicles While IRS Discount Rates Are Low
Maximize Your Life Income
A Gift of Bonds Counteracts Inevitability of Rising Interest Rates
April 15, 2010: How Did You Do?
Repeal of the Federal Estate Tax for 2010: A Follow-Up on Last Month's Article
Federal Estate Tax—Where Art Thou?
To Convert to a Roth IRA or Not?
Tips on Timing Your Year-End Charitable Gift
Now That the Market Has Recovered Significantly from Its March Lows, There Is Still Time Left To …
“Backstopping” Your Gift Through an Estate Provision—Part Two
Current Status of Potential Estate- and Gift-Tax Changes
Energizing a Dormant Asset: The Deferred Variable Commercial Annuity Contract
“Backstopping” Your Gift Through an Estate Provision—Part One
Lock In Gain on Your Bonds with a Gift Annuity Before Interest Rates Rise
Your Home Can Provide Versatile Gift Options: Low Interest Rates Increase Your Benefits
Now Is the Time to Benefit Charity and Preserve Assets for Yourself or Heirs Later with a Charitable Lead Trust