AARP Retire Secure!
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AARP Retire Secure!: Pay Taxes Later--The Key to Making Your Money Last

AARP Retire Secure!: Pay Taxes Later--The Key to Making Your Money Last


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About the Book

Table of Contents:
Foreword by Larry King xxi Acknowledgments xxiii How to Read This Book xxv The Big Retirement Question xxix A Summary of Tax Reduction Strategies xxxi What's New! xxxvii Introduction by Ed Slott xliii Part One The Accumulation Years: The Best Way to Save for Retirement 1 1. Fund Retirement Plans to the Maximum 3 2. Traditional IRAs versus Roth IRAs 31 3. Traditional 401(k)s and 403(b)s versus Roth 401(k)s and Roth 403(b)s 49 Part Two The Distribution Years: Spend the Right Funds First and Other Critical Decisions You Face in Retirement 71 4. Optimal Spending Strategies for Retirees 73 5. Minimum Required Distribution Rules 85 6. Should You Transfer Your 401(k) Account to an IRA at Retirement?: Rollovers versus Trustee-to-Trustee Transfers and Other Strategies 95 7. Roth IRA Conversions 123 8. Annuitizing Your Financial Accumulations: Does It Make Sense for You? 139 9. Withdrawing Retirement Plans Funded with Company Stocks and Net Unrealized Appreciation 161 Part Three Estate Planning: It Is Never Too Early to Start 167 10. Eddie and Emily: A Retirement and Estate Planning Case Study 171 11. How to Reduce Your Federal Estate Tax Burden 181 12. The Most Certain and for Many the Best Way to Provide Financial Security for Your Children: Survivorship Life Insurance 203 13. Laying the Foundation for Estate Planning: Using the Minimum Required Distribution Rules after Death 225 14. Using Disclaimers in Estate Planning 235 15. The Ideal Benefi ciary Designation of Your Retirement Plan: Stretching and Disclaiming: Lange’s Cascading Benefi ciary Plan 249 16. Changing Benefi ciaries for Retirement Plans and IRAs 265 17. Trusts as Benefi ciaries of Retirement Plans 275 18. How Donors Can Do Well by Doing Good 287 19. A Point-by-Point Summary of the Whole Process 301 Thank you, Readers 305 Appendix: Life Expectancy Tables 309 About the Author 311 Index 313


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Product Details
  • ISBN-13: 9781118241387
  • Publisher: John Wiley & Sons Inc
  • Publisher Imprint: John Wiley & Sons Inc
  • Edition: Revised edition
  • No of Pages: 336
  • ISBN-10: 111824138X
  • Publisher Date: 19 Dec 2011
  • Binding: Digital (delivered electronically)
  • Language: English
  • Sub Title: Pay Taxes Later--The Key to Making Your Money Last


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AARP Retire Secure!: Pay Taxes Later--The Key to Making Your Money Last
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