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Author : James Lange
Publisher :
ISBN 13 : 9780990358886
Total Pages : pages
Book Rating : 4.3/5 (588 download)
Download or read book The IRA and Retirement Plan Owner's Guide to Beating the New Death Tax written by James Lange and published by . This book was released on 2020-08-28 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : James Lange
Publisher : John Wiley & Sons
ISBN 13 : 0470456051
Total Pages : 417 pages
Book Rating : 4.4/5 (74 download)
Download or read book Retire Secure! written by James Lange and published by John Wiley & Sons. This book was released on 2009-02-04 with total page 417 pages. Available in PDF, EPUB and Kindle. Book excerpt: A comprehensive and easy-to-understand guide to maximizing the benefits of IRAs and retirement assets. Retire Secure, Second Edition offers unbeatable recommendations for addressing the #1 fear facing most readers: Running Out of Money. Retire Secure, Second Edition also shows baby boomers nearing retirement how they can save tens of thousands to over one million dollars by paying taxes later. This practical guide delivers straight forward accumulation and distribution strategies for IRAs, Roth IRAs, the new Roth 401(k) and other retirement plans. More specifically, Lange gives readers tips on how to prepare for expected tax changes in 2010, details on converting to Roth IRAs, New Roth 401(k) and Roth 403(b) rules, and when IRA and retirement plan owners should consider second to die life insurance. Further, this book describes Lange's exceptional estate plan--a plan that has been featured in The Wall Street Journal and many other fine financial journals. This definitive guide enjoys glowing endorsements from Charles Schwab, Larry King, Ed Slott and 60 other financial authors and experts.
Author : James Lange
Publisher : John Wiley & Sons
ISBN 13 : 0470054174
Total Pages : 320 pages
Book Rating : 4.4/5 (7 download)
Download or read book Retire Secure! written by James Lange and published by John Wiley & Sons. This book was released on 2006-09-18 with total page 320 pages. Available in PDF, EPUB and Kindle. Book excerpt: Retire Secure! tackles the number one fear facing most IRA and retirement plan owners: running out of money too soon. Lange, a nationally recognized IRA expert, offers specific and practical strategies to successfully navigate the three stages of retirement planning: accumulation, distribution, and estate planning. Retire Secure! explains the tax advantages and long term wealth building strategies of selectively and strategically putting money into IRAs, Roth IRAs, 401(k)s, Roth 401(k)s and the myriad other retirement plan options available to individuals working in the corporate world, the non-profit sector, as well as individual proprietors. The book proves that putting money into tax advantaged retirement plans beats “traditional saving” in the after-tax environment. The book sheds new light on best practices for spending your IRA and retirement plan dollars and your traditional savings. Many readers will be surprised to discover that the order in which assets are spent is not a trivial consideration—it can make or break the bank. It also outlines Lange’s exceptional estate plan–a plan that has been featured in the Wall Street Journal and many other fine financial journals. The book offers financial planning strategies and tactics in plain English that everyone can understand—and using humor and interesting characters in real life situations the book escapes the dreaded dry financial tome tone. For example, Chapter 1 offers a great mini case study that charts the financial destiny of Mr. Pay Taxes Later and Mr. Pay Taxes Now. Both start saving when they are age 30, but when Mr. Pay Taxes Now reaches age 90, he is broke, while Mr. Pay Taxes Later has $1,946,949 left. Chapter 8 is devoted to a complete case study of “Eddie’s and Emily’s” entire retirement decision making process. The book is endorsed by more than 31 leading financial experts including Charles Schwab, and Roger G. Ibbotson, Yale Professor and perhaps the world’s foremost authority on asset allocation. As a bonus, readers who purchase this book can receive a free information-packed CD. "Retire Secure! is your playbook for winning the retirement game and beyond. It shows you how to capitalize on little known provisions of the tax law that will make your retirement savings last several lifetimes, leveraging your hard earned money into a family legacy. Best of all, you can rely on the advice here since it is written by one of the nation's leading retirement tax planning authorities.” Ed Slott, Author Parlay Your IRA into a Family Fortune and The Retirement Savings Time Bomb…and How to Defuse It James Lange (Pittsburgh, PA) , an attorney and CPA, is a nationally known IRA, 401(k), and retirement plan distribution expert with over 27 years of experience. His recommendations have appeared 23 times in theWall Street Journal as well as the New York Times, Newsweek, Kiplinger’s, and many other prestigious financial publications.
Author : James Lange
Publisher : John Wiley & Sons
ISBN 13 : 111824138X
Total Pages : 359 pages
Book Rating : 4.1/5 (182 download)
Download or read book AARP Retire Secure! written by James Lange and published by John Wiley & Sons. This book was released on 2011-12-19 with total page 359 pages. Available in PDF, EPUB and Kindle. Book excerpt: AARP Digital Editions offer you practical tips, proven solutions, and expert guidance. A comprehensive and easy-to-understand guide to maximizing the benefits of IRAs and retirement assets. Retire Secure, Second Edition offers unbeatable recommendations for addressing the #1 fear facing most readers: Running Out of Money. Retire Secure, Second Edition also shows baby boomers nearing retirement how they can save tens of thousands to over one million dollars by paying taxes later. This practical guide delivers straight forward accumulation and distribution strategies for IRAs, Roth IRAs, the new Roth 401(k) and other retirement plans. More specifically, Lange gives readers tips on how to prepare for expected tax changes in 2010, details on converting to Roth IRAs, New Roth 401(k) and Roth 403(b) rules, and when IRA and retirement plan owners should consider second to die life insurance. Further, this book describes Lange's exceptional estate plan--a plan that has been featured in The Wall Street Journal and many other fine financial journals. This definitive guide enjoys glowing endorsements from Charles Schwab, Larry King, Ed Slott and 60 other financial authors and experts.
Author : Twila Slesnick
Publisher : Nolo
ISBN 13 : 141332875X
Total Pages : 489 pages
Book Rating : 4.4/5 (133 download)
Download or read book IRAs, 401(k)s & Other Retirement Plans written by Twila Slesnick and published by Nolo. This book was released on 2021-06-11 with total page 489 pages. Available in PDF, EPUB and Kindle. Book excerpt: Save your nest egg from the IRS About to retire? Over 72 and facing mandatory withdrawal rules? Just inherited money from a retirement plan? Whether you have an IRA, Roth IRA, 401(k), Keogh or other retirement plan, this book will help you make sense of the rules for taking your money out. Even more important, it will show you how to avoid the stiff taxes and penalties that lurk in the fine print. It covers: tax strategies before and after retirement required distributions and how much you need to take penalties for taking money out early and how to avoid them how to divide a plan at divorce what happens to your retirement plan after your death, and different rules for taking money out of an inherited plan. The 15th edition covers all of the latest changes, including: new start age for required distributions big changes to distribution rules for inherited retirement plans and IRAs new rules regarding the taxation and repayment of Covid-related distributions, and new life expectancy tables for mandatory distributions.
Author : James Lange
Publisher : Morgan James Publishing
ISBN 13 : 1600378579
Total Pages : 298 pages
Book Rating : 4.6/5 (3 download)
Download or read book The Roth Revolution written by James Lange and published by Morgan James Publishing. This book was released on 2011-01-11 with total page 298 pages. Available in PDF, EPUB and Kindle. Book excerpt: Millions of IRA and retirement plan owners have a feeling there is something they should be doing with their money but they don’t know what to do. They are also afraid of future tax increases and want to protect themselves. There are thousands of books trying to tell you how to invest your money. "The Roth Revolution", however, offers proven strategies regarding Roth IRA conversions and other complementary strategies to help readers preserve and accumulate and pass on wealth by drastically reducing their taxes. "The Roth Revolution" provides a thorough and clear explanation, as well as a step-by-step guide on what IRA and retirement plan owners should do to maximize their retirement and estate plan.
Author : Ed Slott
Publisher : Penguin
ISBN 13 : 1101589965
Total Pages : 467 pages
Book Rating : 4.1/5 (15 download)
Download or read book The Retirement Savings Time Bomb . . . and How to Defuse It written by Ed Slott and published by Penguin. This book was released on 2012-01-03 with total page 467 pages. Available in PDF, EPUB and Kindle. Book excerpt: "The best source of IRA advice" (The Wall Street Journal), extensively revised and updated for new tax rules With the possible exception of home property, the most valuable asset for most Americans is their retirement fund. Yet most people don't know how to avoid the costly mistakes that cause a good chunk of those savings to be lost to needless and excessive taxation. Now, in this fully updated edition of The Retirement Savings Time Bomb, renowned tax advisor Ed Slott explains in clear-cut layman's terms what people need to know to keep their money and pass it on to their families. This book is for every American with savings who is planning to retire.
Author : Ed Slott
Publisher : Penguin
ISBN 13 : 0525506357
Total Pages : 448 pages
Book Rating : 4.5/5 (255 download)
Download or read book The New Retirement Savings Time Bomb written by Ed Slott and published by Penguin. This book was released on 2021-03-02 with total page 448 pages. Available in PDF, EPUB and Kindle. Book excerpt: AS SEEN ON PUBLIC TELEVISION New for 2021—The complete action plan from Ed Slott, "the best source of IRA advice" (Wall Street Journal), to help you make sure your 401(k)s, IRAs, and retirement savings aren't depleted by taxes by the time you need to use them. If you're like most Americans, your most valuable asset is your retirement fund. We diligently save money for years, yet most of us don't know how to avoid the costly mistakes that cause a good chunk of those savings to be lost to needless and excessive taxation. Now, in the midst of a financial crisis, there is more need than ever to protect your assets. The New Retirement Savings Time Bomb, by renowned tax advisor Ed Slott, shows you in clear-cut layman's terms how to take control over your retirement savings plan. This easy-to-follow plan helps you place your assets to avoid the latest traps set out by congress in addition to any that might be set down the road, so you can keep your hard-earned money no matter what. And, it's fully up-to date with information on the SECURE Act and everything you need to know about how the coronavirus relief bills will affect your savings down the road. This book is required reading for every American with savings and investments who is planning to retire, be it five years from now or fifty.
Author : Ed Slott
Publisher : Penguin
ISBN 13 : 059351257X
Total Pages : 465 pages
Book Rating : 4.5/5 (935 download)
Download or read book The Retirement Savings Time Bomb Ticks Louder written by Ed Slott and published by Penguin. This book was released on 2024-06-11 with total page 465 pages. Available in PDF, EPUB and Kindle. Book excerpt: “This book is required reading.” —Robert Powell, editor of Retirement Daily Whether your retirement dreams are five years away or fifty—the single greatest threat standing in your way is taxes. Unlike losses in the stock market, money lost to taxes never recovers. With untaxed retirement accounts likely to become your largest asset, you face an explosive landscape of costly tax traps, penalties, and a complex maze of rules when it comes time to tap into those savings. Renowned tax advisor Ed Slott returns in The Retirement Savings Time Bomb Ticks Louder with the ultimate guide to reclaim control of your financial future and keep more of your money—no matter what Congress comes up with next. With fully up-to-date information, including SECURE Act 2.0, this book provides an easy-to-follow plan that is an entertaining and informative must-read for any American with a retirement savings account.
Author : Ed Slott
Publisher : Penguin
ISBN 13 : 1101202882
Total Pages : 324 pages
Book Rating : 4.1/5 (12 download)
Download or read book Parlay Your IRA into a Family Fortune written by Ed Slott and published by Penguin. This book was released on 2005-12-27 with total page 324 pages. Available in PDF, EPUB and Kindle. Book excerpt: "America 's IRA expert"(Mutual Funds magazine) Ed Slott shows readers how to make the most out of their retirement plans. • Achieve unlimited tax-free income after retirement and keep assets in the family • Protect retirement funds from creditors, divorce, bankruptcy, lawsuits, or other problems that could expose it to loss • Use a Roth IRA to build a tax-free fortune Slott's three-step strategy cuts through the tax laws and provides simple, easy-to-follow instructions for managing IRAs and other retirement income.
Author : Diane Kennedy
Publisher : John Wiley & Sons
ISBN 13 : 0470087110
Total Pages : 258 pages
Book Rating : 4.4/5 (7 download)
Download or read book The Insider's Guide to Tax-Free Real Estate Investments written by Diane Kennedy and published by John Wiley & Sons. This book was released on 2007-02-26 with total page 258 pages. Available in PDF, EPUB and Kindle. Book excerpt: This guide from bestselling real estate authors de Roos and Kennedy shows you how to use tax-free retirement funds to invest in real estate. Using real estate IRAs, you can combine the tax benefits of retirement funds with the high rates of appreciation in the real estate market, growing your retirement investments by leaps and bounds. This handy book shows you how.
Author : Louis A. Mezzullo
Publisher : American Bar Association
ISBN 13 : 9781590319390
Total Pages : 182 pages
Book Rating : 4.3/5 (193 download)
Download or read book An Estate Planner's Guide to Qualified Retirement Plan Benefits written by Louis A. Mezzullo and published by American Bar Association. This book was released on 2007 with total page 182 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written for the non-ERISA specialist, this practical guide provides expert advice on how to structure benefits from qualified retirement plans and IRAs. Incorporating significant changes made by the Pension Protection Act of 2006 and the final regulations regarding the required minimum distribution rules, it clarifies distribution options, summarizes the rules of defined benefit and defined contribution plans, discusses tax rules, regulations, and penalties, and highlights the dangers of some traditional estate planning techniques. Includes appendices on CD-ROM.
Author : David J. Cartano
Publisher : CCH
ISBN 13 : 9780808020011
Total Pages : 1172 pages
Book Rating : 4.0/5 (2 download)
Download or read book Taxation of Individual Retirement Accounts written by David J. Cartano and published by CCH. This book was released on 2009-04 with total page 1172 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Joe O. Luby, III
Publisher :
ISBN 13 : 9780615541334
Total Pages : 198 pages
Book Rating : 4.5/5 (413 download)
Download or read book Keep It! written by Joe O. Luby, III and published by . This book was released on 2011-09-01 with total page 198 pages. Available in PDF, EPUB and Kindle. Book excerpt: Are you doing everything you can to protect your retirement accounts from the impending tax bite? Many families will lose one-third or more of their retirement assets to taxes. IRA expert Joe Luby shows you how to protect your financial future with advanced strategies to help you KEEP IT! - Avoid excessive taxation of your retirement accounts. - Learn how proper valuation of IRA assets can affect your financial security. - Take advantage of the tax laws and IRA rules to reduce your tax bill. - Extend your tax protected legacy and pass more wealth to future generations. - BONUS chapter on creditor protection for IRAs. This easy to read guide provides IRA owners and professional advisors with the bueprint and confidence to take action now.
Author : Kaye A. Thomas
Publisher : Fairmark Press Inc.
ISBN 13 : 0967498104
Total Pages : 242 pages
Book Rating : 4.9/5 (674 download)
Download or read book Fairmark Guide to the Roth IRA written by Kaye A. Thomas and published by Fairmark Press Inc.. This book was released on 2004-01-15 with total page 242 pages. Available in PDF, EPUB and Kindle. Book excerpt: A complete, authoritative guide to Roth IRAs, covering all the rules -- and explaining strategies that will help build and preserve retirement wealth.
Author : Frank Selden
Publisher : 22 Lions
ISBN 13 :
Total Pages : 175 pages
Book Rating : 4.:/5 (661 download)
Download or read book Mastering Estate Planning written by Frank Selden and published by 22 Lions. This book was released on 2023-09-19 with total page 175 pages. Available in PDF, EPUB and Kindle. Book excerpt: Attention all Self-Directed Qualified Account (SDQA), Self-Directed IRA (SDIRA), SoloK, or Rollover Business Startup (ROBS) holders! Are you prepared for the intricacies of estate planning specific to these types of accounts? This book is your ultimate resource, providing invaluable knowledge to help you avoid prohibited transactions, distributions, and even account disqualification. The consequences of mishandling the transfer of SDQA assets after the death of the Account Owner (AO) can be severe. But fear not, because this book is here to guide you through the process with clear, concise explanations of the proper procedures, making compliance a breeze. Behind the expertise of this book is the author, a former personal banker who found his passion for SDQAs after a career-altering merger. Enrolling in law school and serving in the military, he later faced a back injury that led him to discover the world of self-directed IRAs and ROBS. Armed with his knowledge and experience, he now shares his insights with you to ensure your estate plan is properly prepared for the seamless transfer of assets when the time comes. Why waste tens of thousands of dollars on unnecessary taxes and legal fees when you don't have to? Just like a brief, six-minute phone call saved a caller from a hefty tax bill, this book has the potential to provide you with the same invaluable advice. Not all professionals possess the answers to the questions tackled in this book, so it's crucial to empower yourself with the knowledge found within these pages. And if you find it helpful, don't hesitate to share it with others who could also benefit. Remember, though, that reading this book does not replace professional advice, and if you require legal assistance with the IRS, seek the services of a qualified professional. Dive into the world of self-directed qualified accounts and the nuances of estate planning, taking control of your financial future. This comprehensive guide will demystify the complexities and ensure a smooth transfer of wealth. Don't miss the opportunity to save thousands and pave the way for a stress-free estate planning process. Key features of this book: - Detailed explanations of the estate planning nuances specific to Self-Directed Qualified Accounts. - Step-by-step guidance to help you avoid prohibited transactions, distributions, and account disqualification. - Insights from a former personal banker and expert in the field. - Real-life examples of how proper estate planning can save you from hefty tax bills. - A roadmap to navigate the complexities and ensure the seamless transfer of wealth. - Sharing-worthy knowledge that not all professionals possess. Master estate planning for your Self-Directed Qualified Account with expert guidance. Prepare for a seamless transfer of wealth and avoid costly mistakes. Empower yourself with invaluable knowledge today!
Author : Ed Slott
Publisher : Ballantine Books
ISBN 13 : 0345494555
Total Pages : 385 pages
Book Rating : 4.3/5 (454 download)
Download or read book Your Complete Retirement Planning Road Map written by Ed Slott and published by Ballantine Books. This book was released on 2006-12-26 with total page 385 pages. Available in PDF, EPUB and Kindle. Book excerpt: A financial adviser presents a how-to handbook that uses a series of diagnostic tools and checklists for assessing retirement savings requirements, and offers advice on how to address deficiencies and create a plan for optimizing benefits.
