In the new edition of Retire Secure! CPA and attorney James Lange supplements his proven methods for making the most of your retirement plans with updated information, analysis and examples as well as offers recommendations for new tax-saving strategies for retirees and older Americans. Always a strong proponent of contributing as much as you can to all the tax-deferred retirement plans available to you, Jim makes a convincing case for adding a slight modification to his pay taxes later adage - pay taxes later, except for the Roth. On the accumulation side of the equation, when individuals are working to save money for retirement, he delves into great detail on the differences between traditional and Roth retirement plan options. Retire Secure! delivers the most sophisticated financial and legal advice in the most accessible of manners. Jim makes it possible for the reader to gain a unique understanding of these stages and plan for them.
Individual Retirement Account Answer Book provides clear, concise explanations, numerous examples, and comprehensive coverage of the issues involved in advising clients about investing in traditional IRAs, Roth IRAs, SIMPLE IRAs, SEP IRAs, ...
The Fifteenth Edition provides you with: Accurate answers to virtually every IRA question Clear explanations of IRA reporting and disclosure requirements Strategies for tax, estate, and retirement planning Full guidelines for establishing ...
Tom Delaney's Buyer's Guide to RRSPs
Part of this dedication must go to William V. Roth, Jr., for whom the Roth IRA is named. I was saddened to learn of his death shortly before this book went to press. The Roth IRA's success is partly built on the efforts of many people ...
Here is an example of how an employee who would not recover his or her cost within three years must report retirement pay : EXAMPLE Jones was 66 years old on March 14 , 1985. On April 1 he received his first monthly annuity check of ...
This book will quickly direct you to the information and tips that you'll need. Advance praise for Inheriting an IRA... "If you have inherited an IRA or expect to, read this book before you touch that account.
Successful Investing in No-load Funds
Pension Distribution Answer Book delivers fast, easy-to-understand guidance for interpreting statutes and regulations and complying with burdensome distribution tax and reporting rules.
Individual Retirement Account Answer Book provides clear, concise explanations, numerous examples, and comprehensive coverage of the issues involved in advising clients about investing in traditional IRAs, Roth IRAs, SIMPLE IRAs, SEP IRAs, ...
Individual Retirement Accounts Answer Book: Quick Reference to IRAs