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Author Lange, James, 1956- author.

Title Retire secure! : a guide to getting the most out of what you've got / James Lange.

Publication Info. Pittsburgh, Pennsylvania : James Lange, [2015]
©2015.

Copies

Location Call No. Status
 Simsbury Public Library - Non Fiction  332.024 LANGE 2015    Check Shelf
Edition Third edition.
Description l, 369 pages : illustrations ; 23 cm
Contents Foreword / by Larry King -- The big retirement plan question -- A summary of tax reduction strategies -- What's new! -- Introduction / by Ed Slott -- Fund retirement plans to the maximum -- Traditional IRAs versus Roth IRAs -- Traditional 401(k)s and 403(b)s versus Roth 401(k)s and Roth 403(b)s -- Optimal spending strategies for retirees -- Required minimum distribution rules -- Should you transfer your 401(k) to an IRA at retirement? -- Roth conversions -- Annuitizing your financial accumulations : does it make sense for you? -- Withdrawing retirement plans funded with company stocks, and net unrealized appreciation -- Eddie and Emily : a retirement and estate planning case study -- The best ways to transfer wealth and cut taxes for the next generation -- Providing financial security for your children through life insurance -- Laying the foundation for estate planning -- Using disclaimers in estate planning -- The ideal beneficiary designation of your retirement plan stretching and disclaiming : Lange's cascading beneficiary plan -- Changing beneficiaries for retirement plans and IRAs -- Trusts as beneficiaries of retirement plans -- How donors can do well by doing good.
Subject Individual retirement accounts -- Law and legislation -- United States.
Pension trusts -- United States.
Tax planning -- Law and legislation -- United States.
Individual retirement accounts -- Law and legislation. (OCoLC)fst00970322
Pension trusts. (OCoLC)fst01057041
Tax planning -- Law and legislation. (OCoLC)fst01143819
United States. (OCoLC)fst01204155
ISBN 9780989997805
0989997804
9780990358831
0990358836
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