Overview
About to retire? Over 723 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.
This book title, IRAs, 401(k)s & Other Retirement Plans (Strategies for Taking Your Money Out), ISBN: 9781413330816, by Twila Slesnick, John C. Suttle, published by NOLO (June 27, 2023) is available in paperback. Our minimum order quantity is 25 copies. All standard bulk book orders ship FREE in the continental USA and delivered in 4-10 business days.
Unlike Amazon and other retailers who may also offer IRAs, 401(k)s & Other Retirement Plans (Strategies for Taking Your Money Out) books on their website, we specialize in large quantities and provide personal service, from trusted, experienced, friendly people in Portland, Oregon. We offer a Price Match Guarantee, and QuickQuote form, to make purchasing quick and easy.
Prefer to work with a human being when you order IRAs, 401(k)s & Other Retirement Plans (Strategies for Taking Your Money Out) books in bulk? Our Book Specialists are standing by Monday-Friday 8-5 PST, ready to help!