The Roth revolution : pay taxes once and never again
(2011)

Nonfiction

Book

Call Numbers:
332.024/LANGE,J

0 Holds on 1 Copy

Availability

Locations Call Number Status
Adult Nonfiction 332.024/LANGE,J Due: 5/8/2024 Linkn On Loan

Details

PUBLISHED
New York : Morgan James Pub., [2011]
©2011
DESCRIPTION

xx, 276 pages : illustrations, charts ; 23 cm

ISBN/ISSN
9781600378577 (pbk.), 1600378579 (pbk.), 9781600378577
LANGUAGE
English
NOTES

What's new -- Special notes to the reader regarding several technical issues -- Topics that are not covered in the Roth Revolution -- Roth IRA conversions and the dream of tax-free income for generations -- Measuring the benefits of a Roth conversion -- Measuring the benefits of Roth IRA conversions in light of two new tax increases -- A deathbed Roth IRA conversion story -- MY Roth IRA conversion story: how I got started with both Roth IRA conversions -- Three buckets of money story -- Typical Roth IRA conversion advice: it is not usually advantageous to convert the entire IRA -- How much and when you should convert to a Roth IRA -- Converting non-deductible IRAs and after-tax dollars in retirement plans without having to pay any taxes -- An aggressive strategy - the Roth launcher - recharacterizing or undoing a Roth IRA conversion -- Potential pitfalls of a Roth IRA conversion -- Synergistic strategies of Roth IRA conversions and delaying or even returning your social security -- Specific advice to taxpayers in different tax brackets -- Times when you should spend your Roth IRA -- Roth IRA conversions and charitable beneficiaries -- Roth IRAs, Roth 401 (K)s and Roth 403 (B)s in the accumulation years -- Estate planning for Roth IRA owners -- Roth conversions now possible in 401(K) and 403 (B) plans -- Combining different strategies