[R.E.A.D] IRAs, 401(k)s & Other Retirement Plans: Strategies for Taking Your Money Out (PDF) Ebook
Description for IRAs, 401(k)s & Other Retirement Plans: Strategies for Taking Your Money Out
Review �Depending on the size of the IRA and the age of the beneficiary, it might be smarter to pay the penalty than to liquidate the account simply to avoid the penalty,� says Twila Slesnick, author of IRAs, 401(k)s & Other Retirement Plans. Kiplinger�s Retirement Report 'A more impressively clear and comprehensive layman's guide is IRAs, 401(k)s & Other Retirement Plans...' U.S. News & World Report 'Few resources are as valuable when it comes to financial planning in later life.' The Wall Street Journal 'This book belongs on the bookshelf of anyone with a retirement plan. Here's where you'll find the answers.' Kiplinger's Personal Finance 'Uses everyday language to describe Internal Revenue Service rules for making withdrawals from retirement plans.' The Wall Street Journal Read more Book Description Whether you�re about to retire, nearing 70 and facing mandatory withdrawal rules, or you just inherited a retirement plan or IRA, IRAs, 401(k)s & Other Retirement Plans: Taking Your Money Out explains the rules to help you avoid mistakes that can lead to higher taxes and penalties. In easy to understand plain English, the book is filled with examples and sample forms, as well as lists of relevant tax code sections. Read more From the Author Explains the rules to help avoid mistakes that can lead to higher taxes and penalties. In easy to understand plain English, the book is filled with examples and samples. Read more About the Author Twila Slesnick is an Enrolled Agent who specializes in tax and investment planning for retirees and prospective retirees, and does pension plan consulting for individuals and small businesses. She has conducted numerous seminars throughout the U.S. in the areas of retirement and tax planning. Slesnick has been featured on television and radio programs across the country and in publications including Money Magazine, U.S. News & World Report, Newsweek and Consumer Reports. She is the author (with John Suttle) of IRAs, 401(k)s and Other Retirement Plans: Taking Your Money Out (Nolo). Slesnick has a bachelor's, master's and Ph.D., all from the University of California, Berkeley.John Suttle has been practicing law for 18 years. His practice consists of estate and trust planning; probate administration; federal, state and local tax counseling for high net worth individuals and retirement planning under ERISA. Co-author of IRAs, 401(k)s & Other Retirement Plans, he has served as an expert witness in numerous cases. Read more
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