Save your nest egg from the IRS
About to retire? Over 72 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 15th edition covers all of the latest changes, including:
- new start age for required distributions
- big changes to distribution rules for inherited retirement plans and IRAs
- new rules regarding the taxation and repayment of Covid-related distributions, and
- new life expectancy tables for mandatory distributions.
€32.99
Innehållsförteckning
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 IndexOm författaren
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.Köp den här e-boken och få 1 till GRATIS!
Språk Engelska ● Formatera EPUB ● Sidor 400 ● ISBN 9781413328752 ● Filstorlek 95.2 MB ● Utgivare NOLO ● Stad Berkeley ● Land US ● Publicerad 2021 ● Utgåva 15 ● Nedladdningsbara 24 månader ● Valuta EUR ● ID 7862178 ● Kopieringsskydd Adobe DRM
Kräver en DRM-kapabel e-läsare
Fler e-böcker från samma författare (r) / Redaktör
3 726 E-böcker i denna kategori
![Omslag till [日本]斋藤幸平: 人类世的'资本论'](https://static.worldofdigitals.com/thumb_webp/153/9798869142153.webp "Omslag till [日本]斋藤幸平: 人类世的'资本论'")
