IRAs, 401(k)s & other retirement plans : strategies for taking your money out
Twila Slesnick (Author), John C. Suttle (Author)
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
Print Book, English, 2023
16th edition View all formats and editions
Nolo, [Berkeley, California], 2023
Law for laypersons
404 pages : illustrations ; 23 cm
9781413330816, 1413330819
1385405348
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
Includes index
"Calculate your required minimum distributions ; Minimize taxes ; Get your money out early without penalty"--Cover