ATaxPlan Publications: Natalie Choate is the author of the book, Life and Death Planning for Retirement Benefits, and frequently lectures on distribution planning.
Barry C. Picker: Barry Picker is a frequent writer and lecturer on distribution planning.
BenefitsLink™: Information and services for employers
sponsoring employee benefit plans, companies providing products and services for plans, and participating employees.
Especially worth checking is their Benefits
Buzz > Topics > Distributions page which has many summaries and links
to recent articles on distribution topics.
Brentmark Software: Brentmark®
provides professional planning products including pension distributions
software.
Ed Slott's IRA Tax Center: Ed Slott is the publisher of Ed Slott's IRA Advisor newsletter and frequently lectures on distribution planning.
Goldberg & Goldberg P.C.: Sy Goldberg is the author of several books on distribution planning and frequently lectures on such topics.
Goldberg Reports®: Various publications, authored by Sy Goldberg, some of which include pension distribution planning information for planning professionals.
GuidetoRules.com: This site will have information on the IRS' final pension distribution regulations and the Consumer's Guide to the Retirement Distribution Rules by Seymour Goldberg and Ed Slott.
Leimberg Information Services: Publisher of the Employee Benefits and Retirement Planning Newsletter.
Lifetime Savings Account Web Site: NewRMD.Com's sister site has extensive information on all aspects of the proposed Lifetime Savings Account.
Roth IRA Web Site: NewRMD.Com's sister site has extensive information on all aspects of the Roth IRA.
Roth 401(k) Web Site: Another sister site to NewRMD.Com. It has information on the Roth 401(k) which was included in the Comprehensive Retirement Security and Pension Reform Act of 2001.
TrustsAndEstates.net: Web site by Noel C. Ice, an author of numerous articles on distribution planning and lecturer on such topics.