List Books » Parlay Your IRA Into a Family Fortune: 3 Easy Steps for Creating a Lifetime Supply of Tax-Deferred, Even Tax-Free, Wealth for You and Your Family
Authors: Ed Slott
ISBN-13: 9780143115168, ISBN-10: 0143115162
Format: Paperback
Publisher: Penguin Group (USA)
Date Published: December 2008
Edition: Revised
Ed Slott has been a CPA and financial adviser for more than twenty years. He is regularly consulted by major media outlets and corporations alike.
"America 's IRA expert"(Mutual Funds magazine) Ed Slott shows readers how to make the most out of their retirement plans.
• Achieve unlimited tax-free income after retirement and keep assets in the family
• Protect retirement funds from creditors, divorce, bankruptcy, lawsuits, or other problems that could expose it to loss
• Use a Roth IRA to build a tax-free fortune Slott's three-step strategy cuts through the tax laws and provides simple, easy-to-follow instructions for managing IRAs and other retirement income.
Introduction: What Comes After a Trillion? xi
Part 1 Keep It Together 1
1 The Ninth Wonder of the World 3
2 Your Incredibly Missing IRA Transition Strategy 25
3 Will Estate Tax and a Need for Cash Be an Issue for You? 40
4 Setting Up Your IRA for the Stretch 53
5 Who Can-Should-Inherit Your Stretch IRA? 71
6 Setting Up a Stretch IRA for Multiple Beneficiaries 112
7 Preserving the Stretch When Naming a Trust as Your IRA Beneficiary 122
Part 2 Parlay it Into a Fortune 139
8 Exercising Your Options-Decisions, Decisions 141
9 Taking Inherited IRA Distributions-What to Do When 154
10 Tax-Cutting Strategies for IRA Beneficiaries 176
Part 3 Choose the Right Ira Advisor 195
11 Why You Need and IRA Advisor 197
12 Is Your Advisor an IRA Expert? Let's Find Out! 201
13 The Green Berets of IRAs aka Ed Slott's Elite IRA Advisor Group 221
Appendices
I Resources That Make for Top-Notch IRA Advisors 227
II Uniform Lifetime Table and Joint Life Expectancy Tables 231
Index 257
Acknowledgments 265