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IRAs, 401(k)s & other retirement plans : taking your money out / by Twila Slesnick & John C. Suttle.

Slesnick, Twila. (Author). Suttle, John C. (Added Author).

Available copies

  • 2 of 2 copies available at NC Cardinal.

Current holds

0 current holds with 2 total copies.

Location Call Number / Copy Notes Barcode Shelving Location Status Due Date
Canton Library 343.7305 2002 (Text) 33115004913502 Adult Nonfiction Available -
Selma Public Library 343.73 S (Text) 38950607938646 Adult Nonfiction Available -

Record details

  • ISBN: 0873374487
  • Physical Description: 1 volume (various pagings) : illustrations, forms ; 23 cm
  • Edition: First edition.
  • Publisher: Berkeley : Nolo Press, 1998.

Content descriptions

General Note:
Includes index.
Formatted Contents Note:
1 Types of Retirement Plans -- A. Qualified Plans 4 -- B. Individual Retirement Accounts 10 -- C. Almost-Qualified Plans 14 -- D. Nonqualified Plans 15 -- 2 Basic Tax Rules for Distributions -- A. Taxation Fundamentals 3 -- B. General Income Tax Rules for Retirement Plans 8 -- C. Income Tax on Qualified Plans and Qualified Annuities 12 -- D. Special Income Tax Rules for Tax-Deferred Annuities 31 -- E. Special Income Tax Rules for IRAs 32 -- F. How Penalties Can Guide Planning 35 -- 3 Taxes on Early Distributions -- A. Exceptions to the Tax 2 -- B. Reporting the Tax 9 -- C. Special Rules for IRAs 13 -- 4 Avoiding the Early Distribution Tax: Substantially Equal Periodic Payments -- A. General Rules for Computing Payments 2 -- B. Computing Periodic Payments 5 -- C. Implementing and Reporting Your Decision 14 -- D. Modifying the Payments 17 -- 5 When Must You Begin to Take Your Money? -- A. Rules 2 -- B. Penalty 7 -- C. Waiver 13 -- 6 Distributions You Must Take During Your Lifetime -- A. Required Beginning Date 5 -- B. Recalculating Life Expectancies 10 -- C. Computing the Required Amount 17 -- D. Designating a Beneficiary 25 -- E. Special Rules for Annuities 30 -- F. Divorce or Separation 34 -- 7 Distributions to Your Beneficiary If You Die Before Age 70 1/2 -- A. Five-Year Rule and Exception 3 -- B. Spouse Beneficiary 8 -- C. Non-Spouse Beneficiary 11 -- D. No Designated Beneficiary 12 -- E. Multiple Beneficiaries--Separate Accounts 13 -- F. Multiple Beneficiaries--One Account 14 -- G. Trust Beneficiary 20 -- H. Rollovers 22 -- I. Annuities 30 -- J. Divorce or Separation 31 -- 8 Distributions to Your Beneficiary If You Die After Age 70 1/2 -- A. Administrative Details 3 -- B. Spouse Beneficiary 5 -- C. Non-Spouse Beneficiary 11 -- D. No Designated Beneficiary 15 -- E. Multiple Beneficiaries--Separate Accounts 17 -- F. Multiple Beneficiaries--One Account 17 -- G. Trust Beneficiary 19 -- H. Rollovers 20 -- I. Annuities 25 -- J. Divorce or Separation 25 -- 9 Roth IRAs -- A. Taxation of Distributions 3 -- B. Early Distribution Tax 13 -- C. Ordering of Distributions 16 -- D. Required Distributions 17 -- A IRS Forms, Notices and Schedules -- B Life Expectancy Tables.
Subject: Individual retirement accounts > Law and legislation > United States > Popular works.
Pension trusts > Taxation > Law and legislation > United States > Popular works.

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