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Book

IRAs, 401(k)s & other retirement plans : strategies for taking your money out

Call Numbers

  • 343.05233 S6327 2025 (CEN, OSH)
  • LAW 343.05233 S6327 2025 (CEN)

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Edition

17th edition.

Publication Information

[Berkeley, California] : Nolo, 2025

Physical Description

420 pages : charts, forms ; 23 cm

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.

Notes

Includes index.

Contents

  • Types of retirement plans
  • An overview of tax rules
  • Early distributions: taking your money out before the law allows
  • Substantially equal periodic payments
  • Reuired distributions: taking money out when you have to
  • Required distributions during your lifetime
  • Distributions to your beneficiary if you die before you required beginning date
  • Distributions to your beneficiary if you die after your required beginning date
  • Roth TRAs
  • Roth 401(k) plans
  • Appendixes.

Subjects

Added Authors

Nolo (Firm),