Click on a thumbnail to go to Google Books.
IRAs, 401(k)s & Other Retirement Plans: Taking Your Money Out
No current Talk conversations about this book.
References to this work on external resources.
Wikipedia in English
Amazon.com Amazon.com Review (ISBN 0873374487, Paperback)IRA's, 401(k)s & Other Retirement Plans, by financial specialists Twila Slesnick and John C. Suttle, is a solid self-help legal look at a critical back-end issue that most of us blissfully ignore until we absolutely must confront it. The authors themselves admit it is not a compelling page-turner, but rather a comprehensive resource that at some point should prove indispensable to everyone with a retirement plan. They describe the various plans available--including Roth IRAs, to which an entire chapter is devoted--focusing on distribution rules, associated taxes, and potential penalties. They offer details on early distributions used to pay higher-education expenses or health-insurance premiums (which are not subject to taxes, under certain explicit conditions), distributions you must take during your lifetime (when they begin, how they're computed, what happens if your beneficiary changes), and distributions made after an account holder dies (largely concentrating on administrative procedures that could help you avoid unnecessary financial loss). Helpful appendices include relevant IRS forms, notices, and schedules as well as life-expectancy tables. --Howard Rothman
(retrieved from Amazon Thu, 12 Mar 2015 18:21:35 -0400)
"Discusses common retirement plans and explains the rules that govern distributions from each. Readers learn their options so they can make the best choices when taking money out. The 10th edition is updated with the latest tax rates, tables and methods for calculating distributions"--Provided by publisher.
LibraryThing Early Reviewers Alum
Sign up to get a pre-publication copy in exchange for a review.
Is this you?
Become a LibraryThing Author.