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
"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...
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"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? xiPart 1 Keep It Together 11 The Ninth Wonder of the World 32 Your Incredibly Missing IRA Transition Strategy 253 Will Estate Tax and a Need for Cash Be an Issue for You? 404 Setting Up Your IRA for the Stretch 535 Who Can-Should-Inherit Your Stretch IRA? 716 Setting Up a Stretch IRA for Multiple Beneficiaries 1127 Preserving the Stretch When Naming a Trust as Your IRA Beneficiary 122Part 2 Parlay it Into a Fortune 1398 Exercising Your Options-Decisions, Decisions 1419 Taking Inherited IRA Distributions-What to Do When 15410 Tax-Cutting Strategies for IRA Beneficiaries 176Part 3 Choose the Right Ira Advisor 19511 Why You Need and IRA Advisor 19712 Is Your Advisor an IRA Expert? Let's Find Out! 20113 The Green Berets of IRAs aka Ed Slott's Elite IRA Advisor Group 221AppendicesI Resources That Make for Top-Notch IRA Advisors 227II Uniform Lifetime Table and Joint Life Expectancy Tables 231Index 257Acknowledgments 265
