IRAs, 401(k)s & Other Retirement Plans: Strategies for Taking Your Money Out
By Twila Slesnick and John C. Suttle
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About this ebook
If you have a retirement plan, IRAs, 401(k)s & Other Retirement Plans is your comprehensive guide to taking money out of it. Make sense of the complex tax rules governing when you can — and when you need to — take money out of your plan, and how much you can take out. Most importantly, avoid the penalties that many folks have to pay because they don't take their required minimum distributions.
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:
- When do I need to start taking money out of my plan?
- How do I calculate my required minimum distributions?
- Can I take money out of my plan before I retire?
- Can I borrow money from my 401(k) to buy a house?
- Can I contribute to a Roth IRA?
- What should I do with my 401(k) when I switch jobs?
- What is a Roth 401(k)?
- What happens to my plan when I die?
- What are the different rules for taking money of out an inherited plan?
Twila Slesnick
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. Slesnick has a bachelor's, master's and Ph.D., all from the University of California, Berkeley.
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