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Author
Summary
When you want or need to take money out of a retirement plan--whether you've inherited the plan or you're retiring, buying a house, or just in need of money--this book will help you make the best financial choices. Anyone who is approaching retirement, retiring early, changing jobs, or wondering what to do with an inherited plan will benefit from the advice in this book. Includes new rules from SECURE Act.
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In essence, a Roth IRA conversion requires paying taxes on the portion of your IRA or 401(k) that you convert, but then that money can grow income tax-free for the rest of your, your spouse's, your children's and grandchildren's lives. The advantage of a tax-savvy long-term Roth IRA conversion is often measured in the millions. The real eye-opener, however, is that Roth IRA conversions are great for older IRA owners, regardless of the benefits to...
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As more and more baby boomers reach retirement age and because retirement seems to come at an earlier age, the importance of saving for your nonworking years has become increasingly apparent. Many people find themselves worrying that they will not be able to maintain their current lifestyle once they retire. However, the strategies provided in this book will help turn your IRA into a wealth-building tool. The Complete Guide to IRAs and IRA Investing...
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From the basics down to investing, get the most out of your 401(k) and IRA in any economic environment
When you're ready to start setting aside (or withdrawing) money for your retirement-whenever that might be-401(k)s & IRAs For Dummies is here for you! It covers both types of retirement plans because they each have valuable tax benefits, and you may be able to contribute to both at the same time. With the practical advice in this book, you learn...
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Summary
At a time of fierce political divisiveness, From Here to Security is a refreshingly balanced, non-ideological guide to solving what may be our nation's most pressing policy challenge: achieving retirement security for all.
A pioneer of the 401(k) system, Robert L. Reynolds eschews radical calls for throwing out the 401(k) entirely and creating a new government-run savings system. Our best course, he shows, is to build on what we have: a flexible,...
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"From the #1 independent financial advisor in America, ranked three times by Barron's: a guide to making the most of your retirement plans and assuring long-term financial security. Everyone knows that saving for your retirement is important. Yet only half of all eligible Americans contribute to a retirement plan. That's because all plans--including the 401(k), 403(b), 457, and even the IRA--are complicated, confusing, and costly. New York Times bestselling...
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The U.S. Federal Trade Commission (FTC) presents the August 1998 consumer alert "Taxpayers with IRA's: FYI the IRS Does Not Approve IRA Investments" in PDF format. The alert warns that investors should be cautious of advertisements that claim certain types of investments for individual retirement accounts (IRAs) are approved by the U.S. Internal Revenue Service (IRS). The IRS does not approve investments for IRAs.