IRAs, 401(k)s & Other Retirement Plans: Strategies for Taking Your Money Out

Slesnick PhD Enrolled Agent, Twila; Suttle Attorney, John C.

ISBN 10: 1413330819 / ISBN 13: 9781413330816

Edité par NOLO, 2023

This copy has clearly been enjoyedâ expect noticeable shelf wear and some minor creases to the cover. Binding is strong, and all pages are legible. May contain previous library markings or stamps. N° de réf. du vendeur DBV.1413330819.A

Synopsis :

Save your nest egg from the IRS

About to retire? Over 73 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.

À propos des auteurs: Twila Slesnick is an Enrolled Agent who specializes in tax and investment planning for retirees and prospective retirees, and does pension plan consulting for individuals and small businesses. She has conducted numerous seminars throughout the U.S. in the areas of retirement and tax planning. Slesnick has been featured on television and radio programs across the country and in publications including Money Magazine, U.S. News & World Report, Newsweek and Consumer Reports. She is the author (with John Suttle) of IRAs, 401(k)s and Other Retirement Plans: Taking Your Money Out. Slesnick has a bachelor's, master's and Ph.D., all from the University of California, Berkeley.

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.

Détails bibliographiques

Titre : IRAs, 401(k)s & Other Retirement Plans: ...
Éditeur : NOLO
Date d'édition : 2023
Reliure : Couverture souple
Etat : acceptable