Корично изображение Електронен

The Roth revolution pay taxes once and never again /

Основен автор: Lange, James, 1956-
Формат: Електронен
Език: English
Публикувано: New York : Morgan James Pub., ℗♭2011.
Предмети:
Онлайн достъп: http://search.ebscohost.com/login.aspx?direct=true&scope=site&db=nlebk&AN=525335
Подобни документи: Print version:: Roth revolution.
Съдържание:
  • What's new
  • Special notes to the reader regarding several technical issues
  • Topics that are not covered in The Roth revolution
  • Roth IRA conversions and the dream of tax-free income for generations
  • Measuring the benefits of a Roth conversion
  • Measuring the benefits of Roth IRA conversions in light of two new tax increases
  • A deathbed Roth IRA conversion story
  • My Roth IRA conversion story : how I got started with both Roth IRA conversions
  • The three buckets of money story
  • Typical Roth IRA conversion advice : it is not usually advantageous to convert the entire IRA
  • How much and when you should convert to a Roth IRA
  • Converting non-deductible IRAs and after-tax dollars in retirement plans without having to pay any taxes
  • An aggressive strategy, the Roth launcher, recharacterizing or undoing a Roth IRA conversion
  • The potential pitfalls of a Roth IRA conversion
  • The synergistic strategies of Roth IRA conversions and delaying or even returning your social security
  • Specific advice to taxpayers in different tax brackets
  • Times when you should spend your Roth IRA
  • Roth IRA conversions and charitable beneficiaries
  • Roth IRAs, Roth 401(K)s and Roth 403(B)s in the accumulation years
  • Estate planning for Roth IRA owners
  • Roth conversions now possible in 401(K) and 403(B) plans
  • Combining different strategies.