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- Language: English
Six Areas of Financial Planning
Chapter One – Avoiding Tax Penalties on Distributions
Chapter Two – Beneficiary Rules and Regulations – How to convert Your Traditional IRA to a Roth and avoid the Required Minimum Distribution
Chapter Three – Stretch or Multi-Generational IRA
Chapter Four – Strategies to Protect IRA Assets and pass them on Tax Free!
Chapter Five – Should You Have a Living Trust as Beneficiary of your IRA?
Chapter Six – Questions to be concerned with your IRA or 401(k) Custodian
Chapter Seven – IRA Investment Planning for Retirees and Pre-Retirees
Chapter Eight – Women before and after Retirement
Chapter Nine – Sequence of Return Risk –are You going to Retire or Not?