IRAs, 401(k)s & Other Retirement Plans
eBook - PDF
Available until 23 Dec |Learn more

IRAs, 401(k)s & Other Retirement Plans

Strategies for Taking Your Money Out

  1. 400 pages
  2. English
  3. PDF
  4. Available on iOS & Android
eBook - PDF
Available until 23 Dec |Learn more

IRAs, 401(k)s & Other Retirement Plans

Strategies for Taking Your Money Out

About this book

Whether you're about to retire, nearing 70 and facing mandatory withdrawal rules, or you just inherited a retirement plan or IRA, IRAs, 401(k)s & Other Retirement Plans: Taking Your Money Out explains the rules to help you avoid mistakes that can lead to higher taxes and penalties.

In easy to understand plain English, the book provides examples and sample forms, as well as lists of relevant tax code sections. Includes new rules from SECURE Act and COVID-related CARES Act.

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Yes, you can access IRAs, 401(k)s & Other Retirement Plans by Twila Slesnick,John C. Suttle in PDF and/or ePUB format, as well as other popular books in Personal Development & Personal Finance. We have over one million books available in our catalogue for you to explore.

Information

Publisher
NOLO
Year
2021
Print ISBN
9781413326376
eBook ISBN
9781413328752

Table of contents

  1. Cover
  2. Title Page
  3. Table of Contents
  4. Your Retirement Companion
  5. 1: Types of Retirement Plans
  6. 2: An Overview of Tax Rules
  7. 3: Early Distributions: Taking Your Money Out Before the Law Allows
  8. 4: Substantially Equal Periodic Payments
  9. 5: Required Distributions:
  10. 6: Required Distributions During Your Lifetime
  11. 7: Distributions to Your Beneficiary If You Die Before Age 72
  12. 8: Distributions to Your Beneficiary If You Die After Age 72
  13. 9: Roth IRAs
  14. 10: Roth 401(k) Plans
  15. Appendix A: IRS Forms, Notices, and Schedules
  16. Appendix B: Life Expectancy Tables for 2021
  17. Appendix C: Life Expectancy Tables for 2022 and Later
  18. Index
  19. Product Registration
  20. Additional Personal FInance and Retirement Resources on Nolo.com