IRAs 401 Other Retirement Plans Taking Your Money Out 8th Edition by Twila Slesnick,John Attorney 9781413307740 1413307744
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Product details:
ISBN 10:1413307744
ISBN 13:9781413307740
Author:Twila Slesnick,John Attorney
Don’t give your nest egg away to the IRS! Perhaps your retirement is on the horizon, or you’re changing jobs, or are about to turn 70.5 years old… Whatever is going on with your retirement account, IRAs, 401(K)s & Other Retirement Plans is for you! Make sense of the rules that govern distributions from retirement plans — and avoid the stiff taxes and penalties that lurk in the fine print. In plain English, this book discusses all common types of retirement plans, including 401(k)s and other profit-sharing plans, Keoghs, IRAs and tax-deferred annuities. It covers tax strategies before and at retirement, penalties for taking money out early, minimizing taxes, distributions you must take and distributions to your heirs. The 8th edition is completely updated with the latest tax rates, tables and methods for calculating required distributions. It also reflects the Pension Protection Act of 2006; a huge update to various retirement programs. With IRAs, 401(K)s & Other Retirement Plans as your guide, you’ll know the rules, avoid the penalties and save for your future like a pro.
IRAs 401 Other Retirement Plans Taking Your Money Out 8th Table of contents:
1. Types of Retirement Plans
Qualified Plans
Individual Retirement Accounts
Almost-Qualified Plans
Nonqualified Plans
2. An Overview of Tax Rules
Taxation Fundamentals
General Income Tax Rules for Retirement Plans
Income Tax on Qualified Plans and Qualified Annuities
Special Income Tax Rules for Tax-Deferred Annuities
Special Income Tax Rules for IRAs
How Penalties Can Guide Planning
3. Early Distributions: Taking Your Money Out Before the Law Allows
Exceptions to the Early Distribution Tax
Calculating the Tax
Reporting the Tax
Special Rules for IRAs
4. Substantially Equal Periodic Payments
Computing Periodic Payments
Implementing and Reporting Your Decision
Modifying the Payments
5. Required Distributions: Taking Money Out When You Have To
Your RMD Age
Life Expectancy Tables
Required Distributions During Your Lifetime
Death Before Required Beginning Date
Death After Required Beginning Date
Special Rules for Tax-Deferred Annuities
Special Rules for Roth IRAs
Penalty
Reporting the Penalty
Waiver
6. Required Distributions During Your Lifetime
Required Beginning Date
Computing the Required Amount
Designating a Beneficiary
Special Rules for Annuities
Divorce or Separation
7. Distributions to Your Beneficiary If You Die Before Your Required Beginning Date
Determining the Designated Beneficiary
Distribution Methods
Designated Beneficiary
Eligible Designated Beneficiary
No Designated Beneficiary
Multiple Beneficiaries, Separate Accounts
Multiple Beneficiaries, One Account
Trust Beneficiary
Estate as Beneficiary
Annuities
Divorce or Separation
Reporting Distributions From IRAs
8. Distributions to Your Beneficiary If You Die After Your Required Beginning Date
Administrative Details
Distribution Methods
Designated Beneficiary
Eligible Designated Beneficiary
No Designated Beneficiary
Multiple Beneficiaries, Separate Accounts
Multiple Beneficiaries, One Account
Trust Beneficiary
Estate as Beneficiary
Annuities
Divorce or Separation
9. Roth IRAs
Taxation of Distributions
Early Distribution Tax
Ordering of Distributions
Required Distributions
10. Roth 401(k) Plans
Taxation of Distributions
Early Distribution Tax
Ordering of Distributions
Required Distributions
Appendixes
A. IRS Forms, Notices, and Schedules
Certification for Late Rollover Contribution
Form 4972, Tax on Lump-Sum Distributions
Tax Rate Schedule for 1986
Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts
Form 5330, Return of Excise Taxes Related to Employee Benefit Plans
Form 5498, IRA Contribution Information
Form 8606, Nondeductible IRAs
Form 8915-E, Qualified 2020 Disaster Retirement Plan Distributions and Repayments
Form 8915-F, Qualified Disaster Retirement Plan Distributions and Repayments
Notice 2022-6
B. Life Expectancy Tables for 2021 and Earlier
Table I: Single Life Expectancy
Table II: Joint Life and Last Survivor Expectancy
Table III: Uniform Lifetime Table
Table IV: Survivor Benefit Limits
C. Life Expectancy Tables for 2022 and Later
Table I: Single Life Expectancy
Table II: Joint Life and Last Survivor Expectancy
Table III: Uniform Lifetime Table
Table IV: Survivor Benefit Limits
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