Vorris J. Blankenship

Tax Planning for Retirees

Author

3120 Texas Hill Rd

Placerville, CA 95667

United States

http://www.retirement-taxplanning.com/index.html

  • Tax Planning for Retirees

SCHOLARLY PAPERS

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Scholarly Papers (34)

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1.

Distributions to Beneficiaries of Tax-Favored Retirement Plans, before and after the Secure Act

The Tax Lawyer, Vol. 74, No. 1
Number of pages: 62 Posted: 19 Jun 2020 Last Revised: 16 Dec 2020
Vorris J. Blankenship
Tax Planning for Retirees
Downloads 86 (557,935)

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2.

Correcting Excess Contributions to IRAs

The Tax Adviser, Vol. 51, No. 4, April 2020
Number of pages: 18 Posted: 04 Jun 2020 Last Revised: 02 Dec 2020
Vorris J. Blankenship
Tax Planning for Retirees
Downloads 76 (599,496)

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3.

Rollovers to Roth IRAs are Complicated by Substance-Over-Form Doctrines

Taxes - The Tax Magazine, Vol. 93, 9, 2015
Number of pages: 12 Posted: 05 Sep 2015 Last Revised: 22 Jan 2016
Vorris J. Blankenship
Tax Planning for Retirees
Downloads 67 (641,842)

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4.

Maximizing Medical Deductions for Residents of Retirement Communities

Journal of Taxation, Vol. 106, No. 1, January 2007
Number of pages: 12 Posted: 15 Jun 2007 Last Revised: 26 Jan 2016
Vorris J. Blankenship
Tax Planning for Retirees
Downloads 64 (657,013)

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5.

Planning Lump Sum Distributions of Employer Stock from Stock Bonus Plans and ESOPs

Taxes - The Tax Magazine, Vol. 93, No. 11, 2015
Number of pages: 6 Posted: 01 Nov 2015 Last Revised: 09 Sep 2016
Vorris J. Blankenship
Tax Planning for Retirees
Downloads 55 (705,999)

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6.

Qualified Equity Grants: Tax Deferral for Illiquid Employer Stock

Journal of Taxation, Vol. 129, No. 4, October 28
Number of pages: 8 Posted: 07 Nov 2018
Vorris J. Blankenship
Tax Planning for Retirees
Downloads 52 (723,849)

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7.

Retirement Planning for Unfunded Deferred Pay Under Section 409A

Practical Tax Strategies, Vol. 81, No. 1, July 2008
Number of pages: 31 Posted: 16 Jul 2008 Last Revised: 26 Jan 2016
Vorris J. Blankenship
Tax Planning for Retirees
Downloads 51 (730,101)

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8.

Divorce, QDRO, Retirement, Death: Not Necessarily in That Order

Tax Notes, Vol.163, No. 5, 2019
Number of pages: 8 Posted: 06 Jun 2019
Vorris J. Blankenship
Tax Planning for Retirees
Downloads 49 (742,721)

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9.

Tax Issues Complicate the Costs of Chronic Illness and Long-Term Care Insurance

Journal of Taxation, Vol. 106, No.4, April 2007
Number of pages: 27 Posted: 20 Nov 2007 Last Revised: 26 Jan 2016
Vorris J. Blankenship
Tax Planning for Retirees
Downloads 49 (742,721)

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10.

Deferred Compensation: The Proposed Sec. 457(f) Regulations and Sec. 409A

The Tax Adviser, Vol. 48, No. 6, June 2017
Number of pages: 18 Posted: 08 Jun 2017
Vorris J. Blankenship
Tax Planning for Retirees
Downloads 42 (790,111)

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11.

If and When to Borrow from a Qualified Retirement Plan

The Tax Adviser, Vol. 49, No. 7, July 2018
Number of pages: 9 Posted: 23 Aug 2018
Vorris J. Blankenship
Tax Planning for Retirees
Downloads 39 (812,051)

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12.

Using DISCs to Avoid Roth IRA Limits: An Overlooked Fact in Summa

Tax Notes, Vol. 157, No. 7, 2017
Number of pages: 3 Posted: 14 Dec 2017
Vorris J. Blankenship
Tax Planning for Retirees
Downloads 39 (812,051)

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13.

Retirement Tax Planning With Personally Purchased Annuities

Tax Notes, Vol. 113, No. 5, 2006
Number of pages: 17 Posted: 20 Nov 2007 Last Revised: 22 Jan 2016
Vorris J. Blankenship
Tax Planning for Retirees
Downloads 39 (812,051)

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14.

Annuity and Life Insurance Contracts Purchased By Trusts Under Qualified Retirement Plans

Journal of Retirement Planning, Vol. 9, No. 4, July-August 2006
Number of pages: 7 Posted: 20 Nov 2007 Last Revised: 25 Jan 2016
Vorris J. Blankenship
Tax Planning for Retirees
Downloads 38 (819,721)

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15.

Sec. 403(b) Retirement Plans: A Comparison With 401(K) Plans

The Tax Adviser, Vol. 52, No. 1, January 2021
Number of pages: 10 Posted: 22 Feb 2021
Vorris J. Blankenship
Tax Planning for Retirees
Downloads 36 (835,296)

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16.

Retiree Tax Planning for Eligible Retirement Plans of Tax-Exempt Entities

Tax Adviser, Vol. 43, No. 1, January 2012
Number of pages: 7 Posted: 05 Feb 2012 Last Revised: 04 Feb 2016
Vorris J. Blankenship
Tax Planning for Retirees
Downloads 36 (835,296)

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17.

The SECURE Act: Retirement Plan Distributions after the Death of a Beneficiary

The Tax Lawyer, Vol. 74, No. 4
Number of pages: 30 Posted: 01 Dec 2020 Last Revised: 27 Aug 2021
Vorris J. Blankenship
Tax Planning for Retirees
Downloads 35 (843,347)

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18.

Controlling and Minimizing the Taxation of Disability Benefits

Tax Lawyer, Vol. 60, No. 3, Spring 2007
Number of pages: 29 Posted: 20 Nov 2007 Last Revised: 25 Jan 2016
Vorris J. Blankenship
Tax Planning for Retirees
Downloads 33 (860,185)

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19.

The 60-Day Rollover Rule: Self-Certifying Waiver Eligibility

The Tax Adviser, Vol. 49, No. 1, January 2018
Number of pages: 9 Posted: 20 Feb 2018 Last Revised: 22 Feb 2018
Vorris J. Blankenship
Tax Planning for Retirees
Downloads 30 (885,969)

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Self-Certification, 60-Day Rule

20.

IRA and Retirement Plan Rollovers: IRS Waivers of the 60 Day Rollover Period

Journal of Retirement Planning, Vol. 8, No. 5, Sep.-Oct. 2005
Number of pages: 7 Posted: 20 Nov 2007 Last Revised: 25 Jan 2016
Vorris J. Blankenship
Tax Planning for Retirees
Downloads 29 (894,820)

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21.

Retirement Plans, IRAs, and Annuities: Avoiding the Early Distribution Penalty

The Tax Adviser, Vol. 42, No. 4, April 2011
Number of pages: 12 Posted: 12 Apr 2011 Last Revised: 04 Feb 2016
Vorris J. Blankenship
Tax Planning for Retirees
Downloads 27 (913,313)

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22.

Determining Taxpayer Investment in Retirement Plans and IRAs

Journal of Retirement Planning, Vol. 9, No. 2, March-April 2006
Number of pages: 11 Posted: 20 Nov 2007 Last Revised: 25 Jan 2016
Vorris J. Blankenship
Tax Planning for Retirees
Downloads 27 (913,313)

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23.

Tax Planning for Required Spousal Annuities Under Qualified Retirement Plans and TSAs

Tax Notes, Vol. 117, No. 8, November 19, 2007
Number of pages: 20 Posted: 16 Nov 2007 Last Revised: 22 Jan 2016
Vorris J. Blankenship
Tax Planning for Retirees
Downloads 26 (922,535)

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24.

Retiree Tax Planning with Qualified Longevity Annuity Contracts

The Tax Adviser, Vol. 45, No. 11, November 2014
Number of pages: 7 Posted: 22 Nov 2014 Last Revised: 25 Jan 2016
Vorris J. Blankenship
Tax Planning for Retirees
Downloads 23 (951,876)

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25.

Birth or Adoption Exception to the Early Retirement Distribution Penalty

Tax Notes, Vol. 171, No. 10, 2021
Number of pages: 11 Posted: 30 Aug 2021
Vorris J. Blankenship
Tax Planning for Retirees
Downloads 22 (962,066)

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26.

Sec. 457 Government Plan Distributions Compared to 401(K) Distributions

The Tax Adviser, Vol. 52, No. 2, February 2021
Number of pages: 11 Posted: 22 Feb 2021
Vorris J. Blankenship
Tax Planning for Retirees
Downloads 16 (1,025,746)

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27.

IRA Rollovers to Qualified Plans: The Retained Investment Issue

Tax Notes, Vol. 156, No. 12, 2017
Number of pages: 5 Posted: 19 Oct 2017
Vorris J. Blankenship
Tax Planning for Retirees
Downloads 16 (1,025,746)

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IRA, rollover, qualified plan

28.

Retiree Tax Planning for Designated Roth Accounts

Practical Tax Strategies, Vol. 86, No. 3, March 2011
Posted: 13 Apr 2011 Last Revised: 17 Apr 2011
Vorris J. Blankenship
Tax Planning for Retirees

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29.

Planning Now for the New Tax on Retiree Net Investment Income

Journal of Retirement Planning, Vol. 13, No. 4, November-December 2010
Posted: 12 Apr 2011
Vorris J. Blankenship
Tax Planning for Retirees

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30.

The Validity of Tax Regulations - The Third Circuit Adrift

Tax Notes, Vol. 121, No. 4, 2008
Posted: 04 Nov 2008
Vorris J. Blankenship
Tax Planning for Retirees

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31.

Determining the Validity of Tax Regulations - Uncertainties Persist

Journal of Taxation, Vol. 107, No. 4, October 2007
Posted: 21 Nov 2007 Last Revised: 15 Jan 2008
Vorris J. Blankenship
Tax Planning for Retirees

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32.

Retirement Plans and IRAs: Rollovers of Taxpayer Investment

Journal of Retirement Planning, Vol. 9, No. 3, May-June 2006
Posted: 20 Nov 2007 Last Revised: 17 Jan 2008
Vorris J. Blankenship
Tax Planning for Retirees

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33.

Maximizing Tax Deferral for Funds in Tax-Favored Retirement Plans and IRAs

Journal of Retirement Planning, Vol. 9, No. 1, January-February 2006
Posted: 20 Nov 2007 Last Revised: 17 Jan 2008
Vorris J. Blankenship
Tax Planning for Retirees

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34.

Conversions of IRAs to Roth IRAs and Roth Re-Characterizations

Journal of Retirement Planning, Vol. 8, No. 6, November-December 2005
Posted: 20 Nov 2007 Last Revised: 17 Jan 2008
Vorris J. Blankenship
Tax Planning for Retirees

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