IRAs, 401(k)s & other retirement plans : strategies for taking your money out Cover Image

Book

IRAs, 401(k)s & other retirement plans : strategies for taking your money out / Twila Slesnick, PhD, enrolled agent & attorney John C. Suttle, CPA.

Slesnick, Twila, (author.). Suttle, John C., (author.).

Record details

ISBN: 9781413330816
ISBN: 1413330819
Physical Description: 404 pages : illustrations ; 23 cm.
Edition: 16th edition.
Publisher: [Berkeley, California] : Nolo, [2023]

Content descriptions

General Note:

Includes index.

"Calculate your required minimum distributions ; minimize taxes ; get your money out early without penalty"--Cover.

Formatted Contents Note:

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 begining date -- Roth IRAs -- Roth 401(k) plans -- Appendixes. A. IRS forms, notices, and schedules ; B. Life expectancy tables for 2021 and earlier -- Life expectancy table for 2022 and later.