IRAs, 401(k)s & Other Retirement Plans: Strategies for Taking Your Money Out

good understand the righting for all person to know. You need not the big brane to read.

I am not a finance person but I am planning retirement. This book was well written --and helped me know some of the nuances to ask my accountant and attorney about retirement. This helped me ask better questions and have a sense of the changes in the law, especially in estate planning. It was up-to-date. Since the laws change depending on who is in office, some of the material was educated guessing. But it definitely makes you aware of milestones you have to meet if a spouse dies and explains definitions which i can go back and review.

a keep sake bookfor referece and get updated versions as needed

This book covers what investments to take out to avoid tax penalties.

Great layout. Very readable. I like the chapter headings saying who needs to read this chapter. The book weighs options at the end of each chapter.BUT: I bought the 14th ed., which was published shortly before the 12/2019 SECURE Act, which significantly alters a number of IRA & Retirement issues. Not their fault. What IS their fault is: the book promises updates on the NOLO website; but there is no such link & no such info. Too bad so much of the book's info is dated and simply incorrect, without the promised online correctives.

This is a must-have book for every tax practitioner's library. It is well organized, well written, very readable. Excellent reference book and even enjoyable to read if you read it cover to cover, as I did the first time I bought it (version from about 2004). Written clearly enough for the lay person to understand.

I learned one very important thing from the book: you cannot contribute to a Roth IRA after you stop being gainfully employed. The book clarifies the difference between the various types of retirement plans and how your assets in those plans are taxed as you contribute to and withdraw from them. Within are stiff warnings on how severe tax penalties can be when you don't follow the IRS guidelines. Each chapter begins with a bit of an abstract that lets you know if you really need to read the chapter or not; a nice feature. What's not included: a guide on how to make your money last; look elsewhere for that (Jane Bryant Quinn's "How to Make Your Money Last" is good). There is no advice on building, maintaining, or utilizing wealth. Bottom line, I got my money's worth from the book and will be referring to it again in the future.

Great book, Gives a lot of useful information.