Inheriting an IRA Professional Edition
Inheriting an IRA Professional Edition
Michael J. Jones, CPA, lives in Carmel, California and is a partner with DeeAnn L. Thompson, CPA, in Thompson Jones LLP, located in nearby Monterey. He is the author of The Pension Answer Book's Special Supplement: Final Regulations Governing Required Minimum Distributions (June 2002, Aspen Publishers) and Inheriting an IRA - How to Create a Lifetime of Paychecks (May, 2014, Paddleboard Press), as well as nearly 100 articles in acclaimed tax periodicals, including Leimberg Information Services, Inc., Trusts & Estates (where he chairs the editorial advisor board's Retirement Benefits Committee), and Tax Notes. He lectures nationally on transfer taxes, estate planning for retirement accounts, and advanced estate planning topics. Mike is also an avid surfer and competitive prone paddlelboarder.
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Michael J. Jones, CPA, lives in Carmel, California and is a partner with DeeAnn L. Thompson, CPA, in Thompson Jones LLP, located in nearby Monterey. He is the author of The Pension Answer Book's Special Supplement: Final Regulations Governing Required Minimum Distributions (June 2002, Aspen Publishers) and Inheriting an IRA - How to Create a Lifetime of Paychecks (May, 2014, Paddleboard Press), as well as nearly 100 articles in acclaimed tax periodicals, including Leimberg Information Services, Inc., Trusts & Estates (where he chairs the editorial advisor board's Retirement Benefits Committee), and Tax Notes. He lectures nationally on transfer taxes, estate planning for retirement accounts, and advanced estate planning topics. Mike is also an avid surfer and competitive prone paddlelboarder.
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