Your Complete Retirement Planning Road Map: A Comprehensive Action Plan for Securing IRAs, 401(k)s, and Other Retirement Plans for Yourself and Your Family

Your Complete Retirement Planning Road Map: A Comprehensive Action Plan for Securing IRAs, 401(k)s, and Other Retirement Plans for Yourself and Your Family

by Ed Slott

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Product Details

ISBN-13: 9780345494566
Publisher: Random House Publishing Group
Publication date: 12/26/2007
Edition description: Reprint
Pages: 384
Product dimensions: 5.19(w) x 8.00(h) x 0.79(d)

About the Author

Ed Slott is a nationally recognized retirement account expert and a professional speaker at conferences nationwide. He hosts www.irahelp.com, which provides retirement resources for both consumers and professional advisors. He created Ed Slott’s Elite IRA Advisor Group, an exclusive registry of financial advisors. Slott is the author of Parlay Your IRA into a Family Fortune and The Retirement Savings Time Bomb and How to Defuse It. He publishes “Ed Slott’s IRA Advisor,” a monthly newsletter for financial professionals. He is a frequent contributor to The New York Times, The Washington Post, Newsday, The Wall Street Journal, Los Angeles Times, Time, Newsweek, Fortune, Forbes, Money, and USA Today, and has appeared on all major networks. He lives on Long Island.

Table of Contents


Author's Note     ix
Introduction: The Long, Happy Life of Your Retirement Savings     xiii
My Account Inventory     1
General Information-Each Owned Account     8
General Information-Each Inherited Account     10
Summary Information-All Owned/Inherited Accounts     13
The Account Owner's Care Solution     15
My Beneficiary Form Checklist     19
My Custodial Agreement Checklist     29
My Stretch Opportunity Checklist     37
My Retirement Assets and Estate Plan Checklist     45
My RMD Calculations Checklist     55
My Rollover/Lump-Sum Decision Checklist     65
The Account Beneficiary's Care Solution     79
The Nonspouse Beneficiary's (an Individual) Checklist     83
The Spouse Beneficiary's Checklist     95
The Multiple Beneficiaries' Checklist     107
The Successor Beneficiary's Checklist     117
The Tax Breaks for Beneficiaries Checklist     127
The IRD Checklist     137
The Special Issues Care Solution     149
The Naming a Charity-As-Beneficiary Checklist     153
The Naming a Trust-As-Beneficiary Checklist     165
The Disclaimer Planning Checklist     179
The Divorce Checklist     193
The Early-Distribution Exceptions-72(t) Payments Checklist     203
The Early-Distribution-Other Exceptions Checklist     215
The Tax Breaks for Lump-Sum Distribution Checklist     227
The Incapacity Checklist     243
The Same Sex and Unmarried Couple Checklist     253
The Alternative Investments and Prohibited Transactions Checklist     261
The Roth IRA Conversion Checklist     275
The Follow-Up Care Solution     291
My Year-end Checklist     295
My Advisor Checkup Tool     303
Single Life Expectancy Table     309
Uniform Life Expectancy Table     311
Joint Life Expectancy Table     313
Retirement Planning Resources for Consumers and Financial Advisors     333
Index     337
Acknowledgments     349

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