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When you want or need to take money out of a retirement plan-whether you've inherited the plan or you're retiring, buying a house, or just in need of money-this book will help you make the best financial choices. Anyone who is approaching retirement, retiring early, changing jobs, or wondering what to do with an inherited plan will benefit from the advice in this book.
List of contents
Your Retirement Companion
1.Types of Retirement Plans
2. An Overview of Taxation
3. Early Distributions: Taking Your Money Out Before the Law Allows
4. Substantially Equal Periodic Payments
5. Required Distributions: Taking Money Out When You Have To
6. Required Distributions During Your Lifetime
7. Distributions to Your Beneficiary If You Die Before Age 70¿
8. Distributions to Your Beneficiary If You Die After Age 70¿
9. Roth IRAs
10. Roth 401(k) Plans Appendixes
A. IRS Forms, Notices, and Schedules
B. Life Expectancy Tables
Index
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.
