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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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008980217s1998 cauak 001 0 eng
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020 . ‡a0873374487
035 . ‡a(OCoLC)38527778
035 . ‡a(Sirsi) ABE-4528
03500. ‡iLCMARC/AWI-7905
040 . ‡aDLC ‡beng ‡cDLC ‡dDLC ‡dUtOrBLW
043 . ‡an-us---
08200. ‡a343.7305/233 ‡221
092 . ‡a343.7305233 ‡bSLE
1001 . ‡aSlesnick, Twila. ‡0(CARDINAL)761302
24510. ‡aIRAs, 401(k)s & other retirement plans : ‡btaking your money out / ‡cby Twila Slesnick & John C. Suttle.
2463 . ‡aIRAs, 401(k)s, and other retirement plans
24630. ‡aTaking your money out
250 . ‡aFirst edition.
264 1. ‡aBerkeley : ‡bNolo Press, ‡c1998.
300 . ‡a1 volume (various pagings) : ‡billustrations, forms ; ‡c23 cm
336 . ‡atext ‡2rdacontent
337 . ‡aunmediated ‡2rdamedia
338 . ‡avolume ‡2rdacarrier
500 . ‡aIncludes index.
50500. ‡g1 ‡tTypes of Retirement Plans -- ‡gA. ‡tQualified Plans ‡g4 -- ‡gB. ‡tIndividual Retirement Accounts ‡g10 -- ‡gC. ‡tAlmost-Qualified Plans ‡g14 -- ‡gD. ‡tNonqualified Plans ‡g15 -- ‡g2 ‡tBasic Tax Rules for Distributions -- ‡gA. ‡tTaxation Fundamentals ‡g3 -- ‡gB. ‡tGeneral Income Tax Rules for Retirement Plans ‡g8 -- ‡gC. ‡tIncome Tax on Qualified Plans and Qualified Annuities ‡g12 -- ‡gD. ‡tSpecial Income Tax Rules for Tax-Deferred Annuities ‡g31 -- ‡gE. ‡tSpecial Income Tax Rules for IRAs ‡g32 -- ‡gF. ‡tHow Penalties Can Guide Planning ‡g35 -- ‡g3 ‡tTaxes on Early Distributions -- ‡gA. ‡tExceptions to the Tax ‡g2 -- ‡gB. ‡tReporting the Tax ‡g9 -- ‡gC. ‡tSpecial Rules for IRAs ‡g13 -- ‡g4 ‡tAvoiding the Early Distribution Tax: Substantially Equal Periodic Payments -- ‡gA. ‡tGeneral Rules for Computing Payments ‡g2 -- ‡gB. ‡tComputing Periodic Payments ‡g5 -- ‡gC. ‡tImplementing and Reporting Your Decision ‡g14 -- ‡gD. ‡tModifying the Payments ‡g17 -- ‡g5 ‡tWhen Must You Begin to Take Your Money? -- ‡gA. ‡tRules ‡g2 -- ‡gB. ‡tPenalty ‡g7 -- ‡gC. ‡tWaiver ‡g13 -- ‡g6 ‡tDistributions You Must Take During Your Lifetime -- ‡gA. ‡tRequired Beginning Date ‡g5 -- ‡gB. ‡tRecalculating Life Expectancies ‡g10 -- ‡gC. ‡tComputing the Required Amount ‡g17 -- ‡gD. ‡tDesignating a Beneficiary ‡g25 -- ‡gE. ‡tSpecial Rules for Annuities ‡g30 -- ‡gF. ‡tDivorce or Separation ‡g34 -- ‡g7 ‡tDistributions to Your Beneficiary If You Die Before Age 70 1/2 -- ‡gA. ‡tFive-Year Rule and Exception ‡g3 -- ‡gB. ‡tSpouse Beneficiary ‡g8 -- ‡gC. ‡tNon-Spouse Beneficiary ‡g11 -- ‡gD. ‡tNo Designated Beneficiary ‡g12 -- ‡gE. ‡tMultiple Beneficiaries--Separate Accounts ‡g13 -- ‡gF. ‡tMultiple Beneficiaries--One Account ‡g14 -- ‡gG. ‡tTrust Beneficiary ‡g20 -- ‡gH. ‡tRollovers ‡g22 -- ‡gI. ‡tAnnuities ‡g30 -- ‡gJ. ‡tDivorce or Separation ‡g31 -- ‡g8 ‡tDistributions to Your Beneficiary If You Die After Age 70 1/2 -- ‡gA. ‡tAdministrative Details ‡g3 -- ‡gB. ‡tSpouse Beneficiary ‡g5 -- ‡gC. ‡tNon-Spouse Beneficiary ‡g11 -- ‡gD. ‡tNo Designated Beneficiary ‡g15 -- ‡gE. ‡tMultiple Beneficiaries--Separate Accounts ‡g17 -- ‡gF. ‡tMultiple Beneficiaries--One Account ‡g17 -- ‡gG. ‡tTrust Beneficiary ‡g19 -- ‡gH. ‡tRollovers ‡g20 -- ‡gI. ‡tAnnuities ‡g25 -- ‡gJ. ‡tDivorce or Separation ‡g25 -- ‡g9 ‡tRoth IRAs -- ‡gA. ‡tTaxation of Distributions ‡g3 -- ‡gB. ‡tEarly Distribution Tax ‡g13 -- ‡gC. ‡tOrdering of Distributions ‡g16 -- ‡gD. ‡tRequired Distributions ‡g17 -- ‡gA ‡tIRS Forms, Notices and Schedules -- ‡gB ‡tLife Expectancy Tables.
650 0. ‡aIndividual retirement accounts ‡xLaw and legislation ‡zUnited States ‡vPopular works.
650 0. ‡aPension trusts ‡xTaxation ‡xLaw and legislation ‡zUnited States ‡vPopular works.
7001 . ‡aSuttle, John C. ‡0(CARDINAL)649177
902 . ‡aMARCIVE 201809
901 . ‡a544951 ‡bISxN ‡c544951 ‡tbiblio

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