Question on 401K and Pensions

I just finshed “Your Complete Retirement Planning Road Map” and have a question. Other than completing my beneficiary form to show my spouse as the primary and my children as the secondary beneficiaries, is there more that I can do to ensure the best transition tax position available? My company offers a service pension which can be taken as a partial lump sum and a residual monthly annuity. I have started splitting my 401K investments between the traditional 401K and the Roth 401K (which just became an option in 2007). Will the forms provided in the book help me since all my retirement funds are in the 401K and pension accounts?



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