Book
IRAs, 401(k)s & other retirement plans : strategies for taking your money out / Twila Slesnick, PhD, Enrolled Agent & Attorney John C. Suttle, CPA.
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.
Record details
- ISBN: 9781413328745
- ISBN: 1413328741
- Physical Description: 476 pages : charts, forms ; 23 cm
- Edition: Fifteenth edition.
- Publisher: Berkeley, California : Nolo, [2021]
Content descriptions
| General Note: | Includes index. "Calculate your required minimum distributions ; minimize taxes ; get your money out early without penalty"--Cover. |
| Formatted Contents Note: | Types of retirement plans -- An overview of tax rules -- Early distributions : taking your money out before the law allows -- Substantially equal periodic payments -- Required distributions : taking money out when you have to -- Required distributions during your lifetime -- Distributions to your beneficiary if you die before age 70 1/2 -- Distributions to your beneficiary if you die after age 70 1/2 -- Roth IRAs -- Roth 401(k) plans -- Appendixes. A. IRS forms, notices, and schedules ; B. Life expectancy tables. |
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| Genre: | Law for laypersons. |
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IRAs, 401(k)s and Other Retirement Plans : Strategies for Taking Your Money Out
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Summary
IRAs, 401(k)s and Other Retirement Plans : Strategies for Taking Your Money Out
Save your nest egg from the IRS About to retire? Over 72 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 15th edition covers all of the latest changes, including: new start age for required distributions big changes to distribution rules for inherited retirement plans and IRAs new rules regarding the taxation and repayment of Covid-related distributions, and new life expectancy tables for mandatory distributions.
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