Individual retirement arrangements (IRAs)
Author : United States. Internal Revenue Service
Publisher :
Page : 284 pages
File Size : 13,56 MB
Release : 1990
Category : Individual retirement accounts
ISBN :
Author : United States. Internal Revenue Service
Publisher :
Page : 284 pages
File Size : 13,56 MB
Release : 1990
Category : Individual retirement accounts
ISBN :
Author : Dr. Kevin Skipper ChFC
Publisher : AuthorHouse
Page : 135 pages
File Size : 10,93 MB
Release : 2015-02-24
Category : Self-Help
ISBN : 1496963040
If you have an IRA, 401k, or other retirement plan, this book is important for you to read. It is likely that you have heard about how to invest your IRA, but what happens to the IRA in the future when you pass or your spouse passes? This book lays out the journey and strategies of what happens to the IRA and the tax strategies on how to keep the most of your IRA from the IRS. Pre-Retirement: If you are five years or less from retirement, this book helps you understand the decisions that you will face in the future. It will give you the road map that you would need to follow with your IRA. Retiree: If you have already rolled your retirement plan to an IRA, this book can serve as a checkup. Did you make the right moves? Are you working with the right IRA advisor? Do you have your beneficiaries in place? Are there ways that you can improve the investment, safety, and structure of your IRA today and when you are gone?
Author : John C. Suttle
Publisher :
Page : pages
File Size : 33,84 MB
Release : 2006
Category : 401(k) plans
ISBN : 9781413305371
IRAs, 401(k)s & Other Retirement Plans helps you make sense of the rules that govern distributions from retirement plans, and avoid the stiff penalties that lurk in the fine print. It covers the different types of retirement plans -- including 401(k)s and other profit-sharing plans, Keoghs, IRAs and tax-deferred annuities -- and the taxes and penalties that can deplete your nest egg.
Author : Ed Slott
Publisher : Penguin
Page : 450 pages
File Size : 23,15 MB
Release : 2021-03-02
Category : Business & Economics
ISBN : 014313454X
AS SEEN ON PUBLIC TELEVISION New for 2021—The complete action plan from Ed Slott, "the best source of IRA advice" (Wall Street Journal), to help you make sure your 401(k)s, IRAs, and retirement savings aren't depleted by taxes by the time you need to use them. If you're like most Americans, your most valuable asset is your retirement fund. We diligently save money for years, yet most of us don't know how to avoid the costly mistakes that cause a good chunk of those savings to be lost to needless and excessive taxation. Now, in the midst of a financial crisis, there is more need than ever to protect your assets. The New Retirement Savings Time Bomb, by renowned tax advisor Ed Slott, shows you in clear-cut layman's terms how to take control over your retirement savings plan. This easy-to-follow plan helps you place your assets to avoid the latest traps set out by congress in addition to any that might be set down the road, so you can keep your hard-earned money no matter what. And, it's fully up-to date with information on the SECURE Act and everything you need to know about how the coronavirus relief bills will affect your savings down the road. This book is required reading for every American with savings and investments who is planning to retire, be it five years from now or fifty.
Author : Eric J. Robbins
Publisher : Business Expert Press
Page : 203 pages
File Size : 37,43 MB
Release : 2014-08-15
Category : Business & Economics
ISBN : 1631570323
This book provides the quintessential information needed to understand the financial side of the retirement planning coin. You’ll begin by learning about the various plan types employers may offer their employees. Topics related to compliance testing will be thoroughly discussed as well as strategies used to legally shift benefits in favor of highly compensated employees (HCEs). However, some employers do not sponsor a plan; and when this happens, retirement savers will need to understand the options available within the world of individual retirement accounts (IRAs). This book is not intended to provide investment advice, but rather to explore how different retirement savings vehicles function and how they can be effectively deployed. This book also discusses non-investment-related topics such as housing options, Social Security planning, Medicare planning, and a few other basic insurance-based issues faced by all retirees.
Author : Natalie B. Choate
Publisher :
Page : 472 pages
File Size : 14,88 MB
Release : 1996
Category : Business & Economics
ISBN :
Author : Roger Whitney
Publisher : Morgan James Publishing
Page : 212 pages
File Size : 44,83 MB
Release : 2017-10-03
Category : Business & Economics
ISBN : 1683505743
“A guide for planning that rich season of life, based not just on money, but also on how to create meaningful relationships, memories, and legacy.” —Dan Miller, author of 48 Days to the Work You Love Rock Retirement offers inspirational advice on how to enjoy the journey to retirement to its fullest. Traditional retirement advice usually boils down to saving more, sacrificing more, and settling for less. This approach makes people dependent on systems outside their control, such as the market, economy, and investment returns. The result: people lose power over determining their life. What sets Rock Retirement apart is its holistic approach to helping people take back control and act intentionally towards the life they want. It addresses the fears, hopes, and dreams that people have about retirement, goes way beyond the numbers, and shows them how to balance living well today and tomorrow. “Too many books think retirement is just about finances. Instead, retirement is about looking at life in full and working out what it is you want to do and then turning to finances to make it happen. That’s exactly the focus of the practical and helpful guide.” —Andrew Scott, coauthor of The 100-Year Life “Roger Whitney lays out a plan for today’s modern retiree. If you are exhausted with being fed that retirement is the end game of life, then Roger’s book is a must-read!” —Darryl W. Lyons, author of 18 to 80 “If you’re dreaming of a retirement free of worry, chao and confusion, Rock Retirement will give you the clarity, a solid plan and fresh inspiration to help you get where you want to go.” —Jevonnah “Lady J” Ellison, author of Love Letters for Leading Ladies
Author : Gobind Daryanani
Publisher : Digiqual
Page : 288 pages
File Size : 24,55 MB
Release : 1998
Category : Business & Economics
ISBN :
Quick start overview that can be read in 15 minutes; all rules explained in simple, non-jargon English; easy 5-step retirement planning method clarifies goals; simple tables eliminate complex calculations; anaysis of 11 profiles (ages 25 to 85) using state-of-the-art software; comparison with 401(k) savings/capital gains funds; strategies for fianancing Roth Conversion taxes; new technology shows how parital Roth conversions can maximize assets; enhancing estate plans with the Roth IRA; reference forms, TCA 98 section 408, IRS Regs and Q & A's; includes current legislation: Technical Corrections Act (July) 1998.
Author : Vicki Robin
Publisher : Penguin
Page : 385 pages
File Size : 24,3 MB
Release : 2008-12-10
Category : Business & Economics
ISBN : 0143115766
A fully revised edition of one of the most influential books ever written on personal finance with more than a million copies sold “The best book on money. Period.” –Grant Sabatier, founder of “Millennial Money,” on CNBC Make It "This is a wonderful book. It can really change your life." -Oprah For more than twenty-five years, Your Money or Your Life has been considered the go-to book for taking back your life by changing your relationship with money. Hundreds of thousands of people have followed this nine-step program, learning to live more deliberately and meaningfully with Vicki Robin’s guidance. This fully revised and updated edition with a foreword by "the Frugal Guru" (New Yorker) Mr. Money Mustache is the ultimate makeover of this bestselling classic, ensuring that its time-tested wisdom applies to people of all ages and covers modern topics like investing in index funds, managing revenue streams like side hustles and freelancing, tracking your finances online, and having difficult conversations about money. Whether you’re just beginning your financial life or heading towards retirement, this book will show you how to: • Get out of debt and develop savings • Save money through mindfulness and good habits, rather than strict budgeting • Declutter your life and live well for less • Invest your savings and begin creating wealth • Save the planet while saving money • …and so much more! "The seminal guide to the new morality of personal money management." -Los Angeles Times
Author : U.S. Department of Labor
Publisher : GPO FCIC
Page : 44 pages
File Size : 19,72 MB
Release : 2006
Category : Business & Economics
ISBN : 9781612210742
Helps you understand your employer's retirement savings plan, know what information you should review periodically and where to go for help with questions. Explains when and how you can receive retirement benefits, the responsibilities of those who manage