Roth Ira Answer Book, Fifth Edition / Edition 5

Roth Ira Answer Book, Fifth Edition / Edition 5

by Gary S. Lesser, Susan D. Diehl, Robert S. Keebler
     
 

ISBN-10: 0735558809

ISBN-13: 9780735558809

Pub. Date: 10/14/2005

Publisher: Aspen Publishers, Inc.

In its coverage of all aspects of administration and operation of Roth IRAs, this valuable reference covers establishment, contributions, distributions, tax liability, favorable tax treatment, coversions, rollovers, annual contribution limits, reporting and more.  See more details below

Overview

In its coverage of all aspects of administration and operation of Roth IRAs, this valuable reference covers establishment, contributions, distributions, tax liability, favorable tax treatment, coversions, rollovers, annual contribution limits, reporting and more.

Product Details

ISBN-13:
9780735558809
Publisher:
Aspen Publishers, Inc.
Publication date:
10/14/2005
Pages:
680
Product dimensions:
1.50(w) x 10.00(h) x 7.00(d)

Table of Contents

List of Questions
Ch. 1Introduction to Roth IRAs
Ch. 2Annual Contributions to a Roth IRA
Ch. 3Conversion, Contribution Recharacterization, and Rollovers
Ch. 4Distributions
Ch. 5Required Minimum Distributions
Ch. 6Financial Planning
Ch. 7Roth IRA Trusts
Ch. 8Beneficiary Designations and Estate Planning
Ch. 9Required Reporting for Roth IRAs
App. ARoth IRA Charts and Tables
App. BExtracts from Relevant Code Sections
App. CRoth Legacy Trust - Sample Provisions
App. DExtracts from Treasury Regulations
App. EAnnouncements and Notices
App. FPension and Welfare Benefits Administration (PWBA) Opinion Letters
App. GRoth IRA State Law Summaries
App. HRoth IRA List of Required Modifications and Information Package (December 3, 1998)
Index

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