JK Lasser's New Rules for Estate, Retirement, and Tax Planning Paperback – Import, 1 March 2019

Clear, easy to understand and a great index for quick reference!

This is great because it covers all; taxes, trust and retirement accounts. I wish I had read this years ago.

This book is excellent as far as it goes. There is a lot of useful material and many helpful tips, and many of the topics of estate taxation and retirement planning are covered. Unfortunately, no single book can cover everything, which I found out when looking for a specific issue regarding an estate income tax (1041) question. Some situations are so unique that they cannot be expected to be covered in any single publication. On the other hand, this book pointed me in the direction I needed to go, and made my subsequent research a little easier. I definitely recommend it.

Good book

Been looking for a retirement/tax planning book that goes beyond the basics found is so many PF books written by the usual authors - and this is it! This book has detail on current tax law, loopholes and limits for estate planning. I only wish the author had used more examples of non-traditional situations (not the basic husband+wife+children) - how about more examples if there is a second marriage, adult children, etc. That being said, they cover alot of issues and even have examples of how things can go wrong for really unique provisions and situations.