IRAs, 401(k)s & Other Retirement Plans: Strategies for Taking Your Money Out

IRAs, 401(k)s & Other Retirement Plans: Strategies for Taking Your Money Out

Author
Twila Slesnick PhD Enrolled Agent, John C. Suttle Attorney
Publisher
NOLO
Language
English
Edition
16
Year
2023
Page
416
ISBN
1413330819,9781413330816
File Type
pdf
File Size
25.8 MiB

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.

show more...

How to Download?!!!

Just click on START button on Telegram Bot

Free Download Book