ebook img

The Truth About Personal Finance (Collection) PDF

585 Pages·2010·2.1 MB·English
Save to my drive
Quick download
Download
Most books are stored in the elastic cloud where traffic is expensive. For this reason, we have a limit on daily download.

Preview The Truth About Personal Finance (Collection)

The Truth About Personal Finance (Collection) Steve Weisman Kay S. Bell The Truth About Protecting Your IRAs and 401(k)s Steve Weisman © 2009 by Pearson Education, Inc. Publishing as FT Press Upper Saddle River, New Jersey 07458 This book is sold with the understanding that neither the author nor the publisher is engaged in rendering legal, accounting, or other professional services or advice by publishing this book. Each individual situation is unique. Thus, if legal or financial advice or other expert assistance is required in a specific situation, the services of a competent professional should be sought to ensure that the situation has been evaluated carefully and appropriately. The author and the publisher disclaim any liability, loss, or risk resulting directly or indirectly from the use or application of any of the contents of this book. FT Press offers excellent discounts on this book when ordered in quantity for bulk purchases or special sales. For more information, please contact U.S. Corporate and Government Sales, 1-800-382-3419, Pearson Education Australia PTY, Limited. Pearson Education Singapore, Pte. Ltd. Pearson Education North Asia, Ltd. Pearson Education Canada, Ltd. Pearson Educatión de Mexico, S.A. de C.V. Pearson Education—Japan Pearson Education Malaysia, Pte. Ltd. Library of Congress Cataloging-in-Publication Data Weisman, Steve. The truth about protecting your IRAs and 401(k)s / Steve Weisman. p. cm. ISBN 0-13-233384-8 (pbk. : alk. paper) 1. Individual retirement accounts-- United States. 2. 401(k) plans. 3. Retirement income--United States--Planning. I. Title. HG1660.U5W45 2009 332.024’0145--dc22 2008034752 Vice President, Publisher Tim Moore Associate Publisher and Director of Marketing Amy Neidlinger Executive Editor Jim Boyd Editorial Assistant Pamela Boland Development Editor Russ Hall Operations Manager Gina Kanouse Digital Marketing Manager Julie Phifer Publicity Manager Laura Czaja Assistant Marketing Manager Megan Colvin Cover and Interior Designs Stuart Jackman, Dorling Kindersley Design Manager Sandra Schroeder Managing Editor Kristy Hart Senior Project Editor Lori Lyons Copy Editor Karen A. Gill Proofreader San Dee Phillips Senior Compositor Gloria Schurick Manufacturing Buyer Dan Uhrig Dedication “To laugh often and love much.. to appreciate beauty, to find the best in others, to give one’s self... this is to have succeeded.” Ralph Waldo Emerson This book is dedicated to my wife Carole, without whom there would be no success. Contents Introduction Truth 1. IRA Truth 2. Let’s get it started (IRA style) Truth 3. 59 1/2 and 70 1/2 Truth 4. Earned income Truth 5. IRA deductions Truth 6. Distributions from IRAs Truth 7. Minimum required distributions Truth 8. Withdrawal pains Truth 9. Spousal IRA Truth 10. Trusts as IRA beneficiaries Truth 11. Beneficiary designations Truth 12. Customizing beneficiary designation forms Truth 13. Self-directed IRAs Truth 14. Stretch IRA Truth 15. Disclaimers Truth 16. Inheriting an IRA Truth 17. Maximizing IRA benefits for a surviving spouse Truth 18. Roth IRA for children Truth 19. IRA conversions

See more

The list of books you might like

Most books are stored in the elastic cloud where traffic is expensive. For this reason, we have a limit on daily download.