عنوان

Retire secure! :

0470043547

188693973X

9780470043547

9781886939738

b758101

Retire secure! :

[Book]

pay taxes later : the key to making your money last as long as you do /

James Lange.

Hoboken, N.J. :

John Wiley & Sons,

©2006.

1, 264 pages :

illustrations ;

24 cm

Includes index.

PART ONE: THE ACCUMULATION YEARS: THE BEST WAY TO SAVE FOR RETIREMENT: Fund retirement plans to the maximum -- Traditional IRAs and nonmatched retirement plan contributions versus Roth IRAs -- PART TWO: THE DISTRIBUTION YEARS: SPEND THE RIGHT FUNDS FIRST: Approaching retirement and during retirement -- Minimum required distribution rules -- Critical decisions you face at retirement: rollovers versus trustee-to-trustee transfers and other strategies -- Annuitizing your financial accumulations: does it make sense for you? -- Withdrawing retirement plans funded with company stocks and net unrealized appreciation (NUA) -- PART THREE: ESTATE PLANNING: IT IS NEVER TOO EARLY TO START: Eddie and Emily: a retirement and estate planning case study -- How to reduce your federal estate tax burden -- Laying the foundation for estate planning: using the minimum required distribution rules after death -- The answer to the problem: using disclaimers in estate planning -- The ideal beneficiary designation of your retirement plan -- Changing beneficiaries for retirement plans and IRAS -- Trusts as beneficiaries of retirement plans -- How greedy givers can benefit their families while also benefiting charity: doing well by doing good -- A point-by-point summary of the whole process -- A letter to the reader -- Appendix.

0

Individual retirement accounts-- Law and legislation-- United States.

Pension trusts-- Law and legislation-- United States.

Tax planning-- United States.

Individual retirement accounts-- Law and legislation.

Pension trusts-- Law and legislation.

Tax planning.

United States.

7

Lange, James,1956-

20201204181159.0

[Book]

Y