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IRAs, 401(k)s & other retirement plans strategies for taking your money out

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When you want or need to take money out of a retirement plan--whether you've inherited the plan or you're retiring, buying a house, or just in need of money--this book will help you make the best financial choices. Anyone who is approaching retirement, retiring early, changing jobs, or wondering wha...

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Main Authors: Slesnick, Twila (Author), Shea, Tracy A. (Author)
Format: Books Print Book
Language:English
Published: [Berkeley, California] : Nolo, 2025
Edition:17th edition.
Subjects:
Individual retirement accounts > Law and legislation > United States > Popular works.
401(k) plans > Law and legislation > Popular works.
Deferred compensation > Law and legislation > United States > Popular works.
Law for laypersons.
Self-instructional works.
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Summary:When you want or need to take money out of a retirement plan--whether you've inherited the plan or you're retiring, buying a house, or just in need of money--this book will help you make the best financial choices. Anyone who is approaching retirement, retiring early, changing jobs, or wondering what to do with an inherited plan will benefit from the advice in this book. Includes new rules from SECURE Act.
Item Description:Includes index.
Physical Description:420 pages : charts, forms ; 23 cm
ISBN:9781413333275
1413333273
Author Notes:Tracy A. Shea is a Certified Financial Planner® who helps clients pre- and post-retirement. She's also a Chartered Life Underwriter®, Chartered Financial Consultant®, and Certified Divorce Financial Analyst® and holds her FINRA Series 7 & 66 and her Life, Health, and Variable Annuity licenses.

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