Twila Slesnick & John C. Suttle 
IRAs, 401(k)s & Other Retirement Plans [EPUB ebook] 
Strategies for Taking Your Money Out

Supporto
Save your nest egg from the IRS

About to retire? Over 723 and facing mandatory withdrawal rules? Just inherited money from a retirement plan?


Whether you have an IRA, Roth IRA, 401(k), Keogh or other retirement plan, this book will help you make sense of the rules for taking your money out. Even more important, it will show you how to avoid the stiff taxes and penalties that lurk in the fine print. It covers:




  • tax strategies before and after retirement

  • required distributions and how much you need to take

  • penalties for taking money out early and how to avoid them

  • how to divide a plan at divorce

  • what happens to your retirement plan after your death, and

  • different rules for taking money out of an inherited plan.



The 16th edition covers all of the latest changes, including:




  •  new start age for required distributions 

  • new contribution limits for 401(k)s, money purchase pension plans,  ESOPs, SIMPLE IRAs, and Roth IRAs

  • new exceptions to the 10% early distribution tax, and

  • multiple new rules for inherited retirement plans.

€33.99
Modalità di pagamento

Tabella dei contenuti

Your Retirement Companion 1.Types of Retirement Plans 2. An Overview of Taxation 3. Early Distributions: Taking Your Money Out Before the Law Allows 4. Substantially Equal Periodic Payments 5. Required Distributions: Taking Money Out When You Have To 6. Required Distributions During Your Lifetime 7. Distributions to Your Beneficiary If You Die Before Age 70½ 8. Distributions to Your Beneficiary If You Die After Age 70½ 9. Roth IRAs 10. Roth 401(k) Plans Appendixes A. IRS Forms, Notices, and Schedules B. Life Expectancy Tables Index

Circa l’autore

John Suttle has been practicing law for 18 years. His practice consists of estate and trust planning; probate administration; federal, state and local tax counseling for high net worth individuals and retirement planning under ERISA. Co-author of IRAs, 401(k)s & Other Retirement Plans, he has served as an expert witness in numerous cases.
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Lingua Inglese ● Formato EPUB ● Pagine 488 ● ISBN 9781413330823 ● Dimensione 24.7 MB ● Casa editrice NOLO ● Città Berkeley ● Paese US ● Pubblicato 2023 ● Edizione 16 ● Scaricabile 24 mesi ● Moneta EUR ● ID 9033032 ● Protezione dalla copia Adobe DRM
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