IRAs, 401(k)s and Other Retirement Plans

It’s generally easy to make contributions into what are commonly known as “qualified” retirement plans. Qualified refers to the fact that they qualify for either tax deductions, tax-deferred accumulation, or both.

While contributing to a tax-qualified retirement plan is basically easy, there are important points that people need to know when it’s time to get your money out. That can often happen at unexpected times such as changing jobs, needing to borrow money for a new home or college education, or actually inheriting plan assets. Having a tax strategy in place and understanding any potential penalties for taking money out early is the key to maximizing the benefits that have grown within the plan.

This informative book provides many tax tips, as well as strategies for taking distributions and how to time them properly. In addition, specific types of investments are analyzed and discussed in layman’s terms. Twila Slesnick, Ph.D., and attorney John C. Suttle, CPA specialize in retirement planning and, since that is all that they do, their book is a great reference tool and covers the entire retirement spectrum. A helpful glossary of terms are defined throughout the book. The location of these terms is at the beginning of specific chapters so the reader never feels as though he or she is “over their heads” in financial lingo.


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