Save your nest egg from the IRS
About to retire? Over 70 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:
This new edition includes an update on expiring laws, new laws, and IRS rulings.
About to retire? Over 70 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
- different rules for taking money out of an inherited plan
This new edition includes an update on expiring laws, new laws, and IRS rulings.
Зміст
Your Retirement Companion1.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
Про автора
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.Придбайте цю електронну книгу та отримайте ще 1 БЕЗКОШТОВНО!
Мова Англійська ● Формат EPUB ● Сторінки 408 ● ISBN 9781413326383 ● Розмір файлу 62.9 MB ● Видавець NOLO ● Місто Berkeley ● Країна US ● Опубліковано 2019 ● Видання 14 ● Завантажувані 24 місяців ● Валюта EUR ● Посвідчення особи 7027714 ● Захист від копіювання Adobe DRM
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