| Document Type
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BL
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| Record Number
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1003731
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| Doc. No
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b758101
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| Main Entry
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Lange, James,1956-
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| Title & Author
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Retire secure! : : pay taxes later : the key to making your money last as long as you do /\ James Lange.
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| Publication Statement
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Hoboken, N.J. :: John Wiley & Sons,, ©2006.
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| Page. NO
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1, 264 pages :: illustrations ;; 24 cm
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| ISBN
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0470043547
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: 188693973X
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: 9780470043547
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: 9781886939738
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| Notes
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Includes index.
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| Contents
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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.
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| Subject
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Individual retirement accounts-- Law and legislation-- United States.
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Pension trusts-- Law and legislation-- United States.
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Tax planning-- United States.
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| Subject
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Individual retirement accounts-- Law and legislation.
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Pension trusts-- Law and legislation.
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| Subject
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Tax planning.
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| Subject
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United States.
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| Dewey Classification
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343.7305/238
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| LC Classification
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KF6297.Z9L265 2006
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