Deschutes Public Library

IRAs, 401(k)s & other retirement plans, strategies for taking your money out, Twila Slesnick, PhD, enrolled agent & attorney John C. Suttle, CPA

eng

illustrations

index present

non fiction

IRAs, 401(k)s & other retirement plans

1385405348

Twila Slesnick, PhD, enrolled agent & attorney John C. Suttle, CPA

strategies for taking your money out

"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." --, Back cover

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