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3 Works 111 Members 10 Reviews

About the Author

Twila Slesnick is an Enrolled Agent who specializes in tax and investment planning for retirees and prospective retirees. Slesnick has a PhD from the University of California, Berkeley and has conducted numerous seminars in the areas of retirement and tax planning. John Suttle is an attorney and show more CPA who has been practicing law for 20 years. He is an expert in estate and trust planning. show less

Includes the name: Twila Slesnick PhD

Works by Twila Slesnick

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Common Knowledge

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female

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Reviews

This doesn't have the latest pandemic rules for RMDs (allowing some but not all people to wait to take them in the year after they turn 72--the IRS website actually is fairly clear on the details), but it was a good reference to review all the kinds of qualified plans and the separate rules for Roth IRAs, both in terms of avoiding extra taxes when withdrawing from them, and also in terms of estate planning.
 
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reader1009 | 9 other reviews | Jan 19, 2022 |
This review was written for LibraryThing Early Reviewers.
Each chapter can be read any time you need more information or you can read the whole book to gain a detail review of the different types of retirement plans. This is one of the things I like best about NOLO books; you don’t need to read them cover to cover to gain useful knowledge. I got this book from LibraryThing as part of their book give away.
½
 
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Chris177 | 9 other reviews | Aug 24, 2012 |
This review was written for LibraryThing Early Reviewers.
This book is chocked full of information for anyone starting a retirement plan all the way through the distribution of that plan. It answers all kinds of question and shows you how to calculation taxes, distributions etc..It is a valuablel asset for the retirement investor.
 
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corgiiman | 9 other reviews | Oct 30, 2011 |
This review was written for LibraryThing Early Reviewers.
What I liked about this book is that each in the beginning of each chapter chapter is a section entitled "Who should read chapter __". This great since you can read what you desire and skip area that do not apply to you or your family. I found that this book reminded me of a Dummies book, without the yellow cover and funky print. I did find the contents to be helpful and informative. With headings such as, skip ahead, tips, caution, helpful terms and resources.
½
 
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foof2you | 9 other reviews | Aug 29, 2011 |

Statistics

Works
3
Members
111
Popularity
#175,484
Rating
3.8
Reviews
10
ISBNs
30

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