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IRAs, 401(k)s & other retirement plans: strategies for taking your money out
(Book)

Book Cover
Average Rating
Contributors:
Published:
Berkeley, California : Nolo, 2017.
Format:
Book
Edition:
13th edition.
Physical Desc:
395 pages : charts, forms ; 23 cm
Status:
MCPLD Central Non-Fiction
343.7305 S632i
Description

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.

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More Details
Language:
English
ISBN:
1413323936, 9781413323931

Notes

General Note
Includes index.
General Note
"Calculate your required minimum distributions ; minimize taxes ; get your money out early without penalty"--Cover.
Description
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.
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Citations
APA Citation (style guide)

Slesnick, T., & Suttle, J. C. (2017). IRAs, 401(k)s & other retirement plans: strategies for taking your money out. 13th edition. Berkeley, California, Nolo.

Chicago / Turabian - Author Date Citation (style guide)

Slesnick, Twila and John C., Suttle. 2017. IRAs, 401(k)s & Other Retirement Plans: Strategies for Taking Your Money Out. Berkeley, California, Nolo.

Chicago / Turabian - Humanities Citation (style guide)

Slesnick, Twila and John C., Suttle, IRAs, 401(k)s & Other Retirement Plans: Strategies for Taking Your Money Out. Berkeley, California, Nolo, 2017.

MLA Citation (style guide)

Slesnick, Twila, and John C. Suttle. IRAs, 401(k)s & Other Retirement Plans: Strategies for Taking Your Money Out. 13th edition. Berkeley, California, Nolo, 2017.

Note! Citation formats are based on standards as of July 2022. Citations contain only title, author, edition, publisher, and year published. Citations should be used as a guideline and should be double checked for accuracy.
Staff View
Grouped Work ID:
071daf27-4862-3429-65d3-4404678e8ed0
Go To GroupedWork

Record Information

Last Sierra Extract TimeMar 10, 2024 07:23:52 AM
Last File Modification TimeMar 10, 2024 07:32:21 AM
Last Grouped Work Modification TimeMar 27, 2024 06:54:40 AM

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5050 |a 1. Types of retirement plans -- Qualified plans -- Individual retirement accounts -- Almost-qualified plans -- Nonqualified plans -- 2. An overview of tax rules -- Taxation fundamentals -- General income tax rules for retirement plans -- Income tax on qualified plans and qualified annuities -- Special income tax rules for tax-deferred annuities -- Special income tax rules for IRAs -- How penalties can guide planning -- 3. Early distributions: taking your money out before the law allows -- Exceptions to the early distribution tax -- Calculating the tax -- Reporting the tax -- Special rules for IRAs -- 4. Substantially equal periodic payments -- Computing periodic payments -- Implementing and reporting your decision -- Modifying the payments -- 5. Required distributions: taking money out when you have to -- Required distributions during your lifetime -- Death before required beginning date -- Death after required beginning date -- Special rules for tax-deferred annuities -- Special rules for Roth IRAs -- Penalty -- Reporting the penalty -- Waiver -- 6. Required distributions during your lifetime -- Required beginning date -- Computing the required amount -- Designating a beneficiary -- Special rules for annuities -- Divorce or separation -- 7. Distributions to your beneficiary if you die before age 70 1/2 -- Determining the designated beneficiary -- Distribution methods -- Spouse beneficiary -- Nonspouse beneficiary -- No designated beneficiary -- Multiple beneficiaries, separate accounts -- Multiple beneficiaries, one account -- Trust beneficiary -- Estate as beneficiary -- Annuities -- Divorce or separation -- Reporting distributions from IRAs -- 8. Distributions to your beneficiary if you die after age 70 1/2 -- Administrative details -- Spouse beneficiary -- Nonspouse beneficiary -- No designated beneficiary -- Multiple beneficiaries, separate accounts -- Multiple beneficiaries, one account -- Trust beneficiary -- Estate as beneficiary -- Annuities -- Divorce or separation -- 9. Roth IRAs -- Taxation of distributions -- Early distribution tax -- Ordering of distributions -- Required distributions -- 10. Roth 401(k) plans -- Taxation of distributions -- Early distribution tax -- Ordering of distributions -- Required distributions -- Appendixes. A. IRS forms, notices and schedules -- B. Life expectancy tables.
520 |a 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.
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