IRAs, 401(k)s & Other Retirement Plans
Strategies for Taking Your Money Out
Nonfiction, Reference & Language, Law, Business, Business & Finance, Personal Finance, Retirement Planning
| Author: | Twila Slesnick, PhD, Enrolled Agent, John C. Suttle, Attorney | ISBN: | 9781413326383 |
| Publisher: | NOLO | Publication: | June 6, 2019 |
| Imprint: | NOLO | Language: | English |
| Author: | Twila Slesnick, PhD, Enrolled Agent, John C. Suttle, Attorney |
| ISBN: | 9781413326383 |
| Publisher: | NOLO |
| Publication: | June 6, 2019 |
| Imprint: | NOLO |
| Language: | English |
AUDIENCE FOR BOOK:
People in retirement or nearing retirement who have a retirement plan, 401(k), or IRA.
Spouses and heirs who have inherited a retirement plan, 401(k), or IRA
Accountants (CPAs, enrolled agents, tax preparers), lawyers, financial planners (including brokers and investment advisors) who advise clients about taking money out of retirement plans.
REASONS TO BUY THIS NEW EDITION:
The growing population of people aged 59 to 70 who need to know the rules and regulations of withdrawing money from retirement plans.
Anyone who has a retirement plan is required to start taking money out of the plan at some time to avoid penalties. This book explains how much money a person is required to take out and how that amount is calculated.
For people who need access to their retirement money before retirement, this book explains how they access to it while minimizing taxes and penalties.
For people who inherit a retirement plan, this book explains how the rules for taking money out of an inherited plan differ from the rules for taking money out of a personal retirement plan.
The new edition will include an update on expiring laws, new laws, and IRS rulings.
AUDIENCE FOR BOOK:
People in retirement or nearing retirement who have a retirement plan, 401(k), or IRA.
Spouses and heirs who have inherited a retirement plan, 401(k), or IRA
Accountants (CPAs, enrolled agents, tax preparers), lawyers, financial planners (including brokers and investment advisors) who advise clients about taking money out of retirement plans.
REASONS TO BUY THIS NEW EDITION:
The growing population of people aged 59 to 70 who need to know the rules and regulations of withdrawing money from retirement plans.
Anyone who has a retirement plan is required to start taking money out of the plan at some time to avoid penalties. This book explains how much money a person is required to take out and how that amount is calculated.
For people who need access to their retirement money before retirement, this book explains how they access to it while minimizing taxes and penalties.
For people who inherit a retirement plan, this book explains how the rules for taking money out of an inherited plan differ from the rules for taking money out of a personal retirement plan.
The new edition will include an update on expiring laws, new laws, and IRS rulings.
