Download e-book for kindle: AARP Retire Secure!. Pay Taxes Later—The Key to Making Your by James Lange

By James Lange

ISBN-10: 0470456051

ISBN-13: 9780470456057

AARP electronic variations provide you with useful assistance, confirmed recommendations, and professional counsel.

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But, no matter how you read the book, the important point is: Take action to make your retirement and estate planning the best it can be for you and your family. I have tried to spice up the content by including some true stories (modified for confidentiality), an occasional sarcastic comment, at least one witty quote per chapter, and perhaps the most fun, the cartoons. I hope you enjoy them. What Retire Secure! Doesn’t Cover Retire Secure! does not provide direct investment advice nor do I recommend any specific stocks, bonds, mutual funds, or even asset allocation models.

Frankel, PhD Author, Nice Girls Don’t Get the Corner Office “A clear, concise, and well-written book that explains where and how to save for retirement so that you don’t outlive your assets, pay too much in taxes, or have too little to pass on to your heirs. In non-technical terms, James Lange compares and contrasts various strategies for the accumulation, preservation, and the distribution of wealth. ” —Gary S. Lesser, JD Author, Roth IRA Answer Book “Jim Lange is a clear and concise communicator.

How Do Roth 401(k)/403(b) Accounts Differ from a Roth IRA? Advantages and Disadvantages of Roth 401(k)/403(b) Contributions Availability of the Roth 401(k)/403(b) Choosing between the Roth and Traditional 401(k)/403(b) Additional Advantages for Higher Income Taxpayers Effects of a Higher Liquidation Tax Rate What if Your Tax Rates Drop in Retirement? A Higher Liquidation Rate May Be Appropriate Extremely Lower Tax Brackets in Retirement Higher Liquidation Rates Should Again Be Considered What if You Need the Money, Not Your Heirs: Spending Down the Roth 401(k) Conclusion Making It Happen Part Two - THE DISTRIBUTION YEARS Chapter 4 - Optimal Spending Strategies for Retirees Which Assets Should I Spend First?

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AARP Retire Secure!. Pay Taxes Later—The Key to Making Your Money Last by James Lange


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