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

IRAs, 401(k)s & other retirement plans : strategies for taking your money out / Twila Slesnick, PhD, Enrolled Agent & Attorney John C. Suttle, CPA.

IRAs, 401(k)s and other retirement plans (other title)

Slesnick, Twila, (author.). Suttle, John C., (author.).

Summary:

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: 15th edition.
Publisher: [Berkeley, California] : Nolo, 2021.
Copyright: ©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 72 -- Distributions to your beneficiary if you die after age 72 -- Roth IRAs -- Roth 401(k) plans -- Appendixes. A. IRS forms, notices, and schedules ; B. Life expectancy tables for 2021 ; C. Life expectancy tables for 2022 and later -- Index.