General & Miscellaneous Law, Retirement Planning
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Overview
ROTH IRA ANSWER BOOK addresses all aspects of administration and operation of a Roth IRA; covering establishment, contributions, distributions, tax liability, favorable tax treatment, conversions, rollover, annual contributions limits, reporting, etc. It's a practical approach to the following topic, focusing on the unique features of the Roth IRA, how these features operate and the advantages they provide in different retirement, estate, and tax planning situations gives you an excellent framework for understanding when and how to use them.
Editorials
Booknews
Written in plain language in a question-and-answer format, this resource provides information on all aspects of the administration and operation of Roth IRAs for pension consultants, insurance agents, financial planners, plan administrators, and accountants, as well as those institutions that market, service, and provide technical support and related services for Roth IRAs. Topics covered include benefits of Roth IRAs, converting a traditional IRA to a Roth IRA, how a Roth IRA is established, limits on contributions, trustee and custodian disclosure requirements, and magnetic media reporting requirements. This third edition is updated with final regulations issued by the IRS, and contains a new chapter on required minimum distributions. Annotation c. Book News, Inc., Portland, OR (booknews.com)Book Details
Published
December 28, 2001
Publisher
Wolters Kluwer Law & Business
Pages
468
Format
Hardcover
ISBN
9780735506633