401(k)s & IRAs For Dummies
eBook - PDF

401(k)s & IRAs For Dummies

  1. English
  2. PDF
  3. Available on iOS & Android
eBook - PDF

401(k)s & IRAs For Dummies

About this book

From the basics down to investing, get the most out of your 401(k) and IRA in any economicenvironment

Whenyou'reready to startsettingaside(or withdrawing)money for your retirement—whenever that might be— 401(k)s & IRAsFor Dummies is here for you! It covers both types of retirement plans because they each havevaluable tax benefits, and youmay be able tocontribute to both at the same time.With the practical advice in this book, you learn how to manage your accounts, minimize your investment risk, and maximize your returns. Sounds like a win-win, no matter your situation or where you're at in life.

Written byawell-knownexpertand'father of the 401 (k)', Ted Benna, 401(k)s & IRAsFor Dummies helps you keep up with the ever-changing rules surroundingboth retirement plans—including the rules from the SECURE and CARES Acts—and avoid the mistakes that can lead to higher taxes and penalties. Additional topics include:

  • Tax strategies before and after retirement
  • Required distributions and how much you need to take
  • Penalties for taking money out early and how to avoid them
  • What happens to your oryourspouse's retirement plan after deathordivorce
  • Therules for taking money out of an inherited plan
  • Methods for calculating required minimum distributions
  • Special tax benefits for conversions to Roth IRAs
  • How to recharacterize IRA or Roth contributions
  • Why IRA based plans are a better options for many small employers
  • Helping solo entrepreneurs and other small businesses pick the right type of plan

Whether you're just starting to think about a retirement plan, planning when to retire, or you're facing retirement, you'll find useful and practical guidance in 401(k)s & IRAs For Dummies.Get your copy today!

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Yes, you can access 401(k)s & IRAs For Dummies by Ted Benna,Brenda Watson Newmann in PDF and/or ePUB format, as well as other popular books in Personal Development & Wealth Management. We have over one million books available in our catalogue for you to explore.

Information

Publisher
For Dummies
Year
2021
Print ISBN
9781119817246
eBook ISBN
9781119817253

Table of contents

  1. Title Page
  2. Copyright Page
  3. Table of Contents
  4. Introduction
  5. Part 1 The ABCs of 401(k)s and IRAs
  6. Part 2 401(k) Basics
  7. Part 3 undefined
  8. Part 4 Saving and Investing
  9. Part 5 Money In, Money Out
  10. Part 6 Helping Small Employers
  11. Part 7 The Part of Tens
  12. Index
  13. EULA