The Resource Retire secure! : pay taxes later : the key to making your money last as long as you do, James Lange

Retire secure! : pay taxes later : the key to making your money last as long as you do, James Lange

Label
Retire secure! : pay taxes later : the key to making your money last as long as you do
Title
Retire secure!
Title remainder
pay taxes later : the key to making your money last as long as you do
Statement of responsibility
James Lange
Creator
Subject
Language
eng
Cataloging source
DLC
http://library.link/vocab/creatorDate
1956-
http://library.link/vocab/creatorName
Lange, James
Dewey number
343.7305/238
Illustrations
illustrations
Index
index present
LC call number
KF6297.Z9
LC item number
L265 2006
Literary form
non fiction
Nature of contents
dictionaries
http://library.link/vocab/subjectName
  • Tax planning
  • Individual retirement accounts
  • Pension trusts
  • Individual retirement accounts
  • Pension trusts
  • Tax planning
  • United States
Label
Retire secure! : pay taxes later : the key to making your money last as long as you do, James Lange
Link
Instantiates
Publication
Note
Includes index
Carrier category
volume
Carrier category code
nc
Carrier MARC source
rdacarrier
Content category
text
Content type code
txt
Content type MARC source
rdacontent
Contents
PART ONE: THE ACCUMULATION YEARS: THE BEST WAY TO SAVE FOR RETIREMENT: Fund retirement plans to the maximum -- Traditional IRAs and nonmatched retirement plan contributions versus Roth IRAs -- PART TWO: THE DISTRIBUTION YEARS: SPEND THE RIGHT FUNDS FIRST: Approaching retirement and during retirement -- Minimum required distribution rules -- Critical decisions you face at retirement: rollovers versus trustee-to-trustee transfers and other strategies -- Annuitizing your financial accumulations: does it make sense for you? -- Withdrawing retirement plans funded with company stocks and net unrealized appreciation (NUA) -- PART THREE: ESTATE PLANNING: IT IS NEVER TOO EARLY TO START: Eddie and Emily: a retirement and estate planning case study -- How to reduce your federal estate tax burden -- Laying the foundation for estate planning: using the minimum required distribution rules after death -- The answer to the problem: using disclaimers in estate planning -- The ideal beneficiary designation of your retirement plan -- Changing beneficiaries for retirement plans and IRAS -- Trusts as beneficiaries of retirement plans -- How greedy givers can benefit their families while also benefiting charity: doing well by doing good -- A point-by-point summary of the whole process -- A letter to the reader -- Appendix
Extent
1 online resource (1, 264 pages
Form of item
online
Media category
unmediated
Media MARC source
rdamedia
Media type code
n
Other physical details
illustrations)
Specific material designation
remote
System control number
(OCoLC)1036810954
Label
Retire secure! : pay taxes later : the key to making your money last as long as you do, James Lange
Link
Publication
Note
Includes index
Carrier category
volume
Carrier category code
nc
Carrier MARC source
rdacarrier
Content category
text
Content type code
txt
Content type MARC source
rdacontent
Contents
PART ONE: THE ACCUMULATION YEARS: THE BEST WAY TO SAVE FOR RETIREMENT: Fund retirement plans to the maximum -- Traditional IRAs and nonmatched retirement plan contributions versus Roth IRAs -- PART TWO: THE DISTRIBUTION YEARS: SPEND THE RIGHT FUNDS FIRST: Approaching retirement and during retirement -- Minimum required distribution rules -- Critical decisions you face at retirement: rollovers versus trustee-to-trustee transfers and other strategies -- Annuitizing your financial accumulations: does it make sense for you? -- Withdrawing retirement plans funded with company stocks and net unrealized appreciation (NUA) -- PART THREE: ESTATE PLANNING: IT IS NEVER TOO EARLY TO START: Eddie and Emily: a retirement and estate planning case study -- How to reduce your federal estate tax burden -- Laying the foundation for estate planning: using the minimum required distribution rules after death -- The answer to the problem: using disclaimers in estate planning -- The ideal beneficiary designation of your retirement plan -- Changing beneficiaries for retirement plans and IRAS -- Trusts as beneficiaries of retirement plans -- How greedy givers can benefit their families while also benefiting charity: doing well by doing good -- A point-by-point summary of the whole process -- A letter to the reader -- Appendix
Extent
1 online resource (1, 264 pages
Form of item
online
Media category
unmediated
Media MARC source
rdamedia
Media type code
n
Other physical details
illustrations)
Specific material designation
remote
System control number
(OCoLC)1036810954

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