Inheriting an IRA

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About the author:
Michael J. Jones, CPA is a partner in Thompson Jones LLP, Monterey, California. His tax consulting practice focuses on estate planning and administration of retirement benefits, sophisticated wealth transfer strategy, trust and probate matters (both administration and controversy resolution), and family business transitions.

In addition to Inheriting an IRA, Mike is the author of Final Regulations Governing Required Minimum Distributions, a special supplement to The Pension Answer Book, Stephen J. Krass. He has written over 100 published articles. Mike serves as Chair of Trusts and Estates magazine's Retirement Benefits Committee. He has been quoted in New York Times, Forbes Magazine, The Wall Street Journal, Ed Slott's IRA Newsletter, Bloomberg Financial Report and others.

Mike has served as adjunct faculty at Santa Clara Law School, and has spoken extensively for the Jerry A. Kasner Symposium, Southern California Tax & Estate Planning Forum, Hawaii Tax Institute, American Institute of CPAs, New York University's Tax Institute, California CPA Education Foundation, and others.

Mike is an avid prone paddleboarder and surfer.

Inheriting an IRA

How to Create a Lifetime of Paychecks

Authored by Michael J. Jones

Inheriting an IRA was inspired by everyday questions that Mike Jones, CPA, addresses about this crucial topic. Those questions come from IRA inheritors as well as from professionals in the fields of accounting, law, investment management, and philanthropy. It is written for IRA inheritors and their advisors to use together, because Mr. Jones has found that an informed IRA inheritor working together with a knowledgeable advisor consistently produces the best results.
You won't have to become an expert in order to handle your Inherited IRA the right way. This book will quickly direct you to the information and tips that you'll need.

Advance praise for Inheriting an IRA...

"If you have inherited an IRA or expect to, read this book before you touch that account. Mike Jones will save you a lot of money and headaches!"
- Natalie B. Choate, Esq., author of Life and Death Planning for Retirement Benefits

"Inheriting an IRA is the perfect resource for IRA inheritors and their advisors to use together for understanding and creating Inherited IRA success."
- Robert S. Keebler, CPA, MST, AEP (Distinguished)

"More than 15% of US wealth is held in the form of IRAs. Michael Jones, a nationally known tax expert, provides sophisticated, yet practical and understandable guidance all heirs must have to protect themselves and maximize the economic benefits from this valuable inherited asset. While most guides focus on those setting up IRAs, this book hones in on what those inheriting these assets must know."
- Martin M. Shenkman CPA, MBA, PFS, AEP (Distinguished), JD

"The ultimate value of an inherited IRA often depends on how well informed the beneficiary is. The more they know, the longer the inheritance will last. But the sad truth is that most beneficiaries are ill-prepared to inherit an IRA and are left with a mere fraction of what could have been.

"Anyone who wishes to leave an IRA or Roth IRA to loved ones must have Inheriting an IRA, by IRA maven Mike Jones, an expert among experts. Nothing is left to chance here. The advice, explanations and warnings in this book are worth a fortune to IRA owners, beneficiaries and professional advisors. Every inherited IRA should come with this essential and detailed guide on navigating the complex web of tax rules surrounding inherited IRAs. Don't leave an IRA without it!"
- Ed Slott, CPA

Publication Date:
0990349004 / 9780990349006
Page Count:
Binding Type:
US Trade Paper
Trim Size:
6" x 9"
Black and White
Related Categories:
Business & Economics / Finance / Wealth Management

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