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Index
Cover
PRAISE
Cover
HALFTITLE
copyright
CONTENTS
FOREWORD
ACKNOWLEDGEMENTS
HOWTOREAD
QUESTION
TAX
NEW
INTRODUCTION
Part One The Accumulation Years: The Best Way to Save for Retirement
1. Fund Retirement Plans to the Maximum
2. Traditional IRAs versus Roth IRAs
3. Traditional 401(k)s and 403(b)s versus Roth 401(k)s and Roth 403(b)s
Part Two The Distribution Years: Spend the Right Funds First and Other Critical Decisions You Face in Retirement
4. Optimal Spending Strategies for Retirees
5. Required Minimum Distribution Rules
6. Should You Transfer Your 401(k) to an IRA at Retirement?
7. Roth Conversions
8. Annuitizing Your Financial Accumulations: Does It Make Sense for You?
9. Withdrawing Retirement Plans Funded with Company Stocks, and Net Unrealized Appreciation
Part Three Estate Planning: It Is Never Too Early to Start
10. Eddie and Emily: A Retirement and Estate Planning Case Study
11. The Best Ways to Transfer Wealth and Cut Taxes for the Next Generation
12. Providing Financial Security for Your Children through Life Insurance
13. Laying the Foundation for Estate Planning
14. Using Disclaimers in Estate Planning
15. The Ideal Beneficiary Designation of Your Retirement Plan Stretching and Disclaiming: Lange’s Cascading Beneficiary Plan
16. Changing Beneficiaries for Retirement Plans and IRAs
17. Trusts as Beneficiaries of Retirement Plans
18. How Donors Can Do Well by Doing Good
19. A Point-by-Point Summary of the Whole Process
Part Four Valuable Resources
APPENDIX
AUTHOR
LLC
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