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#33: Your Retirement: A Roadmap for Your Retirement Planning

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.

#33: Your Retirement: A Roadmap for Your Retirement Planning
Price: $39.00   |   Pages: 25

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Our Idea of the Month are brief articles designed to help you save money, protect your assets, make more-informed decisions, and increase your personal and business wealth.


Tom MartinThe Ideas of the Month are principally written by Thomas J. Martin, publisher and president, author, lecturer, consultant, investment banker, college professor, and founder of our publishing company in 1977. For 39 years, Tom has helped hundreds of businesses and individuals on many of the topics covered on this website. The Case Studies are actual, real-life examples of how businesses and individuals solved problems, took advantage of opportunities, and met big challenges. For subjects covered, please see Solutions (15 Critical Subject Areas) in the Menu Bar at the left side of this page. Enjoy and we look forward to reading your comments

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