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Quick start overview that can be read in 15 minutes; all rules explained in simple, non-jargon English; easy 5-step retirement planning method clarifies goals; simple tables eliminate complex calculations; anaysis of 11 profiles (ages 25 to 85) using state-of-the-art software; comparison with 401(k) savings/capital gains funds; strategies for fianancing Roth Conversion taxes; new technology shows how parital Roth conversions can maximize assets; enhancing estate plans with the Roth IRA; reference forms, TCA 98 section 408, IRS Regs and Q & A's; includes current legislation: Technical Corrections Act (July) 1998.
Quick start overview that can be read in 15 minutes; all rules explained in simple, non-jargon English; easy 5-step retirement planning method clarifies goals;
Roth IRA Answer Book provides in-depth coverage of the administration and operation of Roth IRAs. A team of practicing experts analyzes the most recent developm
Quick reference guide for parents and kids. Money management skills include: appreciating the benefits of a Roth IRA and the rules for contributing, identifying
This book (2015 edition) makes it easy to learn how you can get the most from Roth accounts, including Roth IRAs and Roth accounts in 401k and other employer pl
The Self Directed IRA Handbook explains how investors can own alternative retirement plan assets in their IRAs. These assets typically include; real estate, pri
