Overview

Take cash out of your retirement plan while avoiding taxes and penalties
If you have a retirement plan, "IRAs, 401(k)s & Other Retirement Plans" is your comprehensive guide on taking money out of it. Make sense of the complex tax rules governing when you can take money out of your plan and how much all while avoiding the penalties and taxes that lurk in the fine print.

In plain English, this book covers the most common retirement plans, including 401(k)s, IRAs, profit-sharing plans, Keoghs, pensions, and tax-deferred annuities. It helps you answer these questions:

  • What kind of retirement plan do I have?
  • Can I take money out of my plan before I retire?
  • Can I borrow money from my 401(k) to buy a house?
  • What should I do with my 401(k) when I switch jobs?
  • What is a Roth 401(k)?Can I set one up?
  • When do I need to start taking money out of my plan?
  • What happens to my plan when I die? 

Completely updated, "IRAs, 401(k)s & Other Retirement Plans" provides clear examples to guide you through the decision-making process and the crunching of tax numbers. Samples of tax forms required by the IRS are also included, as well as easy-to-follow instructions on completing them.

Editorial Reviews
  • Kiplinger s Retirement Report- "A more impressively clear and comprehensive layman's guide is IRAs, 401(k)s & Other Retirement Plans...
  • U.S. News & World Report "Few resources are as valuable when it comes to financial planning in later life".- The Wall Street Journal
  • Uses everyday language to describe Internal Revenue Service rules for making withdrawals from retirement plans.-The Wall Street Journal
  • This book belongs on the bookshelf of anyone with a retirement plan. Here's where you'll find the answers.- Kiplinger's Personal Finance
About the Author

Twila Slesnick is an Enrolled Agent who specializes in tax and investment planning for retirees and prospective retirees, and does pension plan consulting for individuals and small businesses. She has conducted numerous seminars throughout the U.S. in the areas of retirement and tax planning. Slesnick has been featured on television and radio programs across the country and in publications including Money Magazine, U.S. News & World Report, Newsweek and Consumer Reports. She is the author (with John Suttle) of IRAs, 401(k)s and Other Retirement Plans: Taking Your Money Out (Nolo). Slesnick has a bachelor's, master's and Ph.D., all from the University of California, Berkeley.

Product Details
Author:  Twila Slesnick
ISBN:  1413321623   
Publisher:  NOLO
Publish Date:  June 30, 2015
Pages:  384 pages
Dimensions:  0.8" H x 8.9" L x 7.0" W (1.2 lbs) 

IRAs, 401(k)S & Other Retirement Plans: Strategies for Taking Your Money Out


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