Whether you’re approaching retirement, changing jobs, or simply looking to borrow money from your 401(k), IRAs, 401(k)s & Other Retirement Plans will guide you through the minefield of IRS rules that govern distributions from retirement plans. You’ll learn how to:
- avoid penalties for taking money out early
- minimize taxes before and after retirement
- leave your retirement plan to your heirs
Includes step-by-step instructions on completing tax forms required by the IRS!