IRAs, 401(k)s & other retirement plans : strategies for taking your money out / Twila Slesnick, PhD, enrolled agent & attorney John C. Suttle, CPA
Material type: TextPublisher: [Berkeley, California] : Nolo, 2023Copyright date: ©2023Edition: 16th editionDescription: 404 pages : illustrations ; 23 cmContent type:- text
- unmediated
- volume
- 9781413330816 (softcover)
- 1413330819 (softcover)
- IRAs, 401(k)s, and other retirement plans
- 332.024/01450973 23/eng/20230619
- 343.05233 23
Item type | Current library | Collection | Call number | Status | Date due | Barcode | Item holds | |
---|---|---|---|---|---|---|---|---|
Athens | Non-fiction | 332.024 Sl (Browse shelf(Opens below)) | Checked out | 05/11/2024 | 40000000119835 | |||
The Plains | Non-fiction | 332.024 Sl (Browse shelf(Opens below)) | Available | 40000000119834 |
Includes index
"Calculate your required minimum distributions ; Minimize taxes ; Get your money out early without penalty"--from cover.
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 your required beginning date -- Distributions to your beneficiary if you die after your required beginning date -- Roth IRAs -- Roth 401(k) plans -- Appendixes: A. IRS forms, notices, and schedules ; B. Life expectancy tables for 2021 and earlier ; C. Life expectancy tables for 2022 and later
"Explains the tax rules that govern when money can be taken out of retirement accounts, including how to avoid taxes and fees, how much money can be taken out, and setting up a Roth IRA."--from publisher.