Acknowledgments
A big thank you to the following people for their invaluable help. You have my sincerest and most heartfelt appreciation:
To Mark Victor Hansen for this coaching, his encouragement, and for introducing me to the right people at the right time; you were the catalyst for taking me from the idea of writing this book to the reality of writing this book.
To Debra Englander for her interest in my book, her patience, and her perseverance in working with me and opening the door to all the tremendous resources at Wiley. To Emilie Herman for her insightful edits in making this a better book. To Stacey Fischkelta for helping me stay on task, not always the easiest thing to do. To Adrianna Johnson for her capable assistance. To the design team for creating the imaginative book cover design.
To Ed Slott and his team for their personal mission of teaching and training advisers in the intricacies and complexities of IRAs and retirement plans to better serve their clients. A personal thank you for inviting me to participate in your vision and for your invaluable advice over the years. A special thank you to IRA Technical Consultant, Beverly Deveny, for her review and greatly appreciated input on the IRA Master Chapter.
To Henry Abts and his company The Estate Plan, especially to Geri McHam. Thank you for your review and insights on the Estate Planning chapter. Your personal support and encouragement meant a great deal to me. I regret not finishing the book before Henry’s passing; ...
