Description
A three-step program for maximizing the longevity of an IRA as well as its tax-favored status discusses how to parlay an IRA account for greatest return, the steps that beneficiaries need to take in order to protect IRA funds, what to look for in a financial adviser, and other essential tips on managing retirement income. Original.
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Slott, a nationally-known speaker, CPA, and tax advisor, outlines steps that will help IRA investors increase their investment, based on the idea that the longer an IRA is sheltered from taxes, the more it will grow. In addition to tips for beneficiaries, he explains how to stretch withdrawals, establish beneficiaries, convert to a Roth IRA, take advantage of tax laws, plan for estate taxes, set up trusts, take distributions, and choose the right financial advisor (also providing a link to a website listing those he recommends). This edition has been updated and includes recent tax law changes and retirement planning strategies. There is no bibliography. Annotation ©2009 Book News, Inc., Portland, OR (booknews.com)
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