|Objective: To help you design a retirement plan that sets aside sufficient money for retirement, maximizes the amount available to you by taking advantage of all legal and tax options, and shelters as much of that money as possible from taxes.
Retirement funds are a highly regulated area. There are very specific rules on how much current income you can place in your retirement fund – and when and how; on how much you can withdraw each year in retirement; and how much the tax bill will be on those withdrawals – and how and when those taxes are assessed and collected.
This Resource Report will help you design a retirement plan that maximizes income, minimizes taxation, and steers you clear of legal and regulatory traps.
Other topics: Types of retirement accounts and the rules, annuity contracts, selection of beneficiaries and settlement options, rules on rollovers and investments, compliance and penalties, tax reporting, methods of distribution, voluntary contributions, and record keeping requirements.
Price: $39.00 | Pages: 25
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