Parlay Your IRA Into a Family Fortune: 3 Easy Steps for Creating a Lifetime Supply of Tax-Deferred, Even Tax-Free, Wealth for You and Your Family

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More About This Book

Overview

"America 's IRA expert"(Mutual Funds magazine) Ed Slott shows readers how to make the most out of their retirement plans.

? Achieve unlimited tax-free income after retirement and keep assets in the family
• Protect retirement funds from creditors, divorce, bankruptcy, lawsuits, or other problems that could expose it to loss
• Use a Roth IRA to build a tax-free fortune Slott's three-step strategy cuts through the tax laws and provides simple, easy-to-follow instructions for managing IRAs and other retirement income.

Product Details

  • ISBN-13: 9780143115168
  • Publisher: Penguin Group (USA) Incorporated
  • Publication date: 12/30/2008
  • Edition description: Revised
  • Pages: 288
  • Sales rank: 204,828
  • Product dimensions: 5.40 (w) x 8.30 (h) x 0.60 (d)

Meet the Author

Ed Slott is a highly sought-after professional speaker, CPA, and tax adviser. His diverse client list includes major corporations such as Fidelity Investments, American Express, Merrill Lynch, Nationwide Insurance, and Oppenheimer Funds. Ed Slott frequently appears in The Wall Street Journal, The New York Times, USA Today, and on broadcast television and radio programs nationwide. He is publisher of the popular monthly newsletter “Ed Slott’s IRA Advisor.”

Table of Contents

Introduction: What Comes After a Trillion? xi

Part 1 Keep It Together 1

1 The Ninth Wonder of the World 3

2 Your Incredibly Missing IRA Transition Strategy 25

3 Will Estate Tax and a Need for Cash Be an Issue for You? 40

4 Setting Up Your IRA for the Stretch 53

5 Who Can-Should-Inherit Your Stretch IRA? 71

6 Setting Up a Stretch IRA for Multiple Beneficiaries 112

7 Preserving the Stretch When Naming a Trust as Your IRA Beneficiary 122

Part 2 Parlay it Into a Fortune 139

8 Exercising Your Options-Decisions, Decisions 141

9 Taking Inherited IRA Distributions-What to Do When 154

10 Tax-Cutting Strategies for IRA Beneficiaries 176

Part 3 Choose the Right Ira Advisor 195

11 Why You Need and IRA Advisor 197

12 Is Your Advisor an IRA Expert? Let's Find Out! 201

13 The Green Berets of IRAs aka Ed Slott's Elite IRA Advisor Group 221

Appendices

I Resources That Make for Top-Notch IRA Advisors 227

II Uniform Lifetime Table and Joint Life Expectancy Tables 231

Index 257

Acknowledgments 265

Customer Reviews

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  • Anonymous

    Posted April 8, 2010

    If you are going to inherit or bequeath an IRA, read this book!

    A wise man once said that compound interest is the 8th wonder of the world. He was no doubt referring to tax-free compound interest. This book explains how to use the tax-deferred or even tax-free status of IRAs to maximum advantage in the transfer of wealth from one generation to the next. The basic strategy is for the beneficiary of an IRA to stretch the required withdrawals out over the maximum length of time by making only the IRS-required minimum withdrawal every year. If you do this, the effects of compound growth and time can turn an inherited IRA into a remarkable cash machine. And if it's a Roth IRA, all of that money is tax free! In order to do this, however, the IRA and the withdrawals have to be set up correctly, or the IRS will pounce. The author goes through all of the necessary steps with great clarity and even humor. If you are going to be either the donor or the beneficiary of an estate containing an IRA, you really need to read this book.

    2 out of 2 people found this review helpful.

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  • Anonymous

    Posted March 12, 2005

    Excellent strategic planning

    Ed Slott has produced a gem of a book. His message is targeted to those of us who don¿t plan to use up our entire IRA savings account during our own lifetimes, but plan to leave some of those savings for our heirs. If you can make that money grow by investing wisely, Slott shows you the secret of making that money last (he calls it `stretching¿) for the lifetime of your beneficiary (and even longer). It really is possible to convert your IRA into a family fortune. There are three important steps to take. The first is converting to a Roth IRA. The next is to carefully choose the correct beneficiary. It must be one person. More than one beneficiary is OK, but it¿s crucial to set up a new IRA account for each. Be certain that your beneficiaries understand the steps necessary to stretch their IRAs to last the lifetime of their heirs. The third step involves hiring an IRA advisor. The laws are tricky and things must be done just right. Fortunately, Slott provides directions on just how to get started. Although I was reluctant to take this step, he points out the importance of hiring an IRA advisor and how to go about finding one who is competent. It¿s too important to trust just anyone. By carefully reading this book and following the instructions, you can arrange for your savings to continue to compound ¿ tax deferred ¿ for years. If I found one fault with the book, it¿s that it lacks advice on just how to get the money in your IRA account to grow at a satisfactory rate. These are not the 1990¿s and one cannot simply park money in the stock market and watch it increase in value daily. Fortunately, I recently came across another new book that fills the gap. CREATE YOUR OWN HEDGE FUND describes a method of investing that taught me how to hedge (reduce the risk of owning) a portfolio of index funds (ETFs). The book is a tutorial on how and why this method is suitable for most investors. I recommend both books as a way to build your IRA account and make it last for generations.

    0 out of 1 people found this review helpful.

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  • Anonymous

    Posted March 3, 2009

    No text was provided for this review.

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