What is included with this book?
Foreword | |
Acknowledgments | |
How to Read This Book | |
What Retire Secure! Doesn't Cover | |
Additional Resources for the Reader | |
A Note Specifi cally for Financial Professionals | |
The Big Retirement Question | |
A Summary of Tax Reduction Strategies | |
The Clear Advantage of IRA and Retirement Plan Savings during the Accumulation Stage | |
Spend Your After-Tax (Nonretirement or Non-IRA) Money First during the Distribution Stage | |
My Best Advice-Read Th is Book | |
An Outline Overview of the Whole Process | |
What's New!Consider Establishing a One-Person 401(k) Plan | |
Roth IRA Conversions Available to Everyone in 2010 The New Roth 401(k) and Roth 403(b) | |
All Non-Spouse Benefi ciaries of an IRA May Be Entitled to the "Stretch" Benefi ts of an Inherited IRA, 401(k), and 403(b) | |
Unexpected Roth IRA Conversion Opportunities for Non-Spouse Benefi ciaries of Inherited Retirement Plans | |
Direct Roth IRA Conversion from 401(k) and 403(b) Plans | |
Introduction by Ed Slott | |
The Accumulation Years: The Best Way to Save for Retirement | |
Fund Retirement Plans to the Maximum | |
Traditional IRAs versus Roth IRAs | |
Traditional 401(k)s and 403(b)s versus Roth 401(k)s and Roth 403(b)s | |
The Distribution Years: Spend the Right Funds First and Other Critical Decisions You Face in Retirement | |
Optimal Spending Strategies for Retirees | |
Minimum Required Distribution Rules | |
Should You Transfer Your 401(k) Account to an IRA at Retirement: Rollovers versus Trustee-to-Trustee Transfers and Other Strategies | |
Roth IRA Conversions | |
Annuitizing Your Financial Accumulations: Does It Make Sense for You? | |
Withdrawing Retirement Plans Funded with Company Stocks and Net Unrealized Appreciation | |
Estate Planning: It Is Never Too Early to Start | |
Eddie and Emily: A Retirement and Estate Planning Case Study | |
How to Reduce Your Federal Estate Tax Burden | |
The Most Certain and for Many the Best Way to Provide Financial Security for Your Children: Survivorship Life Insurance | |
Laying the Foundation for Estate Planning: Using the Minimum Required Distribution Rules after Death | |
Using Disclaimers in Estate Planning | |
The Ideal Benefi ciary Designation of Your Retirement Plan: Stretching and Disclaiming: Lange's Cascading Benefi ciary Plan | |
Changing Benefi ciaries for Retirement Plans and IRAs | |
Trusts as Benefi ciaries of Retirement Plans | |
How Donors Can Do Well by Doing Good | |
A Point-by-Point Summary of the Whole Process | |
Appendix: Life Expectancy Tables | |
About The Author | |
Index | |
Table of Contents provided by Publisher. All Rights Reserved. |
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