Save your nest egg from the IRS
About to retire? Over 70 and facing mandatory withdrawal rules? Just inherited money from a retirement plan?
Whether you have an IRA, Roth IRA, 401(k), Keogh or other retirement plan, this book will help you make sense of the rules for taking your money out. Even more important, it will show you how to avoid the stiff taxes and penalties that lurk in the fine print. It covers:
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
how to divide a plan at divorce
what happens to your retirement plan after your death
different rules for taking money out of an inherited plan
This new edition includes an update on expiring laws, new laws, and IRS rulings.
