IRS Publication 590 contains a number of helpful tables and worksheets that can assist you in determining the minimum required distributions for beneficiaries and owners of IRAs and 401(k)s, as well as determine how Social Security benefits are affected by IRAs.
You can download PDFs of these tables and worksheets, which are contained in Appendixes A–C, from this book’s Web site at www.ftpress.com/store/product.aspx?isbn=0132333848.
These appendixes are
• Appendix A: Summary Record of Traditional IRA(s) for 2007 and Worksheet for Determining Required Minimum Distributions
• Appendix B: Worksheets for Social Security Recipients Who Contribute to a Traditional IRA
• Appendix C