100+
Roth IRA Examples and Flowcharts
By
Barry Picker and Robert Keebler
100+
Roth Examples and Flowcharts contains an extensive set of
examples
pertaining to Roth IRAs and the intricacies of this investment vehicle.
Common misconceptions and misunderstandings regarding Roth IRAs are
clarified in this set of examples. The examples address issues such as:
- Roth contribution
limitations
- Roth conversions,
recharacterizations
- Rules related to
conversions
and distributions
- Asset protection issues
and a myriad of other issues.
In
addition, the much anticipated 2010 repeal of the Modified Adjusted
Gross Income (MAGI) limitation for Roth IRA conversions is illustrated.
The 100+ examples are a great tool to aid in the comprehension of the
expansive rules related to Roth IRA contributions and conversions.
Order
today and pay only $49.95, plus $4.95 shipping and
handling.
To order via mail, you
may send a check with a printed
order form or to order by phone call:
1-800-809-0015.
|
Barry
Picker's Guide to Retirement Distribution Planning
By
Barry C. Picker
This
40-page guide is a clear, complete, accurate
explanation of minimum distribution choices clients face. The revised
edition contains all the
changes to the retirement distribution rules as
contained in the final regulations. All of the life expectancy tables
have been updated.
Includes:
- The
new distribution rules
- Computing the distribution
- Who or what is a beneficiary?
- Can the beneficiary be changed?
- If you don't name a beneficiary
- Choosing the beneficiary
- Taking employer stock from a
company plan
- More than one IRA account
- Rules for inherited accounts
- A trust as beneficiary
- IRA Custodians and Retirement Plan
Administrators
- Finding a competent advisor
- Using disclaimers
The
guide also includes a checklist, worksheets and
tables.
Order
today and pay only $24.95, plus $1.75 shipping and
handling.
To order via mail, you
may send a check with a printed
order form or to order by phone call:
1-800-809-0015.
|
