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IRAs, 401(k)s & Other Retirement Plans

Posted on 2010-04-15




Name:IRAs, 401(k)s & Other Retirement Plans
ASIN/ISBN:1413304028
Publisher:NOLO
Publish Date:7 edition (December 20, 2005)
Pages:336 pages
File size:5.9 Mb
Publisher: NOLO; 7 edition (December 20, 2005)
ISBN: 1413304028
File Type: PDF
File Size: 5,9 Mb
Pages: 336 pages
   IRAs, 401(k)s & Other Retirement Plans

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: Taking Your Money Out (7th Edition) by Twila Slesnick (Author), John C. Suttle (Author), Amy Delpo (Author)

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

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