What's New at This Site

Following are the most recent additions to this site. Not included here are changes to the Pension Planners Listing which changes frequently. Also not included are the addition of or changes to individual planner web pages which are linked to the Pension Planners Listing.

• IRS Changes Required Minimum Distributions Rules (2/26/01)

• Pension Planners Listing updated (10/5/00)

• Five-Year Lump Sum Averaging not available after 12/31/99 (11/29/99)

• Information on free Social Security benefits software (5/2/98)

• Updated information on consumer software for pension distributions and Roth IRA conversions (5/2/98)

• Roth IRA signed into law (8/6/97)

• 15% excise taxes on excess distributions and accumulations are repealed (8/6/97)

• Link to A Timely Death for A Dumb Tax article added (7/5/97)

• 15% Excise Taxes on Excess Distributions and Excess Accumulations may soon be Repealed (7/3/97)

• Discussion of Seymour Goldberg's book, J.K. Lasser's How to Pay Less Tax on Your Retirement Savings (6/25/97)

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Last modified: February 28, 2001