Beneficiary Services for IRAs, 401(k) Plans, and Other Employer Retirement Accounts

We help maximize the value of retirement savings by integrating income tax deferral opportunities with sound estate planning.

We also help beneficiaries who have inherited an IRA or other retirement account understand the value of maximizing income tax deferral, what rights they have to do so, and what steps they must take to exercise their rights.

Announcing the publication of our new book, Guide to Electing Out of the 2010 Estate Tax (And Into Modified Carryover Basis)

This Guide will help attorneys, accountants, executors of estates and trustees understand what rules could apply to 2010 estates, how to apply them, get ahead of critical deadlines, and assess the 2010 decision.

Click here for more information and to purchase.

Download the free Supplement Number 1 to the Guide here.

Download the free Supplement Number 2 to the Guide here.

24591 Silver Cloud Court, Suite 250 • Monterey, California 93940
Tel 831.373.1800 • Fax 831.372.0899

Beneficiary Services for IRAs, 401(k) Plans, and Other Employer Retirement Accounts We help maximize the value of retirement savings by integrating income tax deferral opportunities with sound estate planning. We also help beneficiaries who have inherited an IRA or other retirement account understand the value of maximizing income tax deferral, what rights they have to do so, and what steps they must take to exercise their rights.	Home Our Mission Estate Planning Services Beneficiary Services for Retirement Accounts Estate and Trust Dispute Resolution Family Business Transition Services About • DeeAnn Thompson • Mike Jones Speaking Engagements Publications Podcasts	Announcing the publication of our new book, Guide to Electing Out of the 2010 Estate Tax (And Into Modified Carryover Basis) This Guide will help attorneys, accountants, executors of estates and trustees understand what rules could apply to 2010 estates, how to apply them, get ahead of critical deadlines, and assess the 2010 decision. Click here for more information and to purchase. Download the free Supplement Number 1 to the Guide here. Download the free Supplement Number 2 to the Guide here.
24591 Silver Cloud Court, Suite 250 • Monterey, California 93940 Tel 831.373.1800 • Fax 831.372.0899	© 2006 - 2008 Thompson Jones LLP All rights reserved.