The Complete Guide to Ira's & Ira Investing: Wealth-Building Strategies Revealed

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ISBN: 9781601382023 | 1601382022
Cover: Paperback
Copyright: 12/1/2009

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This new book will show you how to take control of your investment future and make sure your investments are performing for you. You will learn about Roth IRAs, traditional IRAs, SEP IRAs, SIMPLE IRAs, and self-directed IRAs, and learn how to choose the right plan. This book will provide you with all the information you need to know, while effectively combining essentials, insight, and insider secrets to help you secure financial victory after retirement.

Foreword	p. 13
Introduction	p. 19
Understanding Iras	p. 23
What is an IRA?	p. 25
Your Ticket to a Secure Financial Future	p. 25
History of IRAs	p. 26
How Does an IRA Work?	p. 30
IRAs and Income Tax	p. 32
Traditional IRAs	p. 35
Tax Benefits	p. 35
Types of Investments	p. 37
Rules and Restrictions	p. 38
Withdrawals	p. 41
What You Cannot Do With a Traditional IRA	p. 43
Common Strategies with a Traditional IRA	p. 46
Simplified Employee Pension (SEP) IRAs	p. 54
Advantages of an SEP	p. 58
Education IRAs: Coverdell Education Savings Accounts (CESAs)	p. 60
Simple Iras	p. 62
Roth IRAs	p. 65
Rules and Restrictions	p. 65
Conversions and Rollovers from Other IRAs and Retirement Plans	p. 73
Reporting a Loss on a Roth IRA	p. 78
Common Strategies with Roth IRAs	p. 79
IRAs, 401 (k)s, Profit-Sharing Plans	p. 83
Profit-Sharing Plans	p. 83
Stock Bonus Plans	p. 86
Money Purchase Pension Plans	p. 86
Employee Stock Ownership Plans (ESOPs)	p. 87
Defined Benefit Plans	p. 87
Target Benefit Plans	p. 88
Keogh Plans	p. 88
IRAs and 401 (k)s	p. 89
What to Do with Your 401 (k) When You Leave a Company	p. 90
Setting Up And Managing An Ira	p. 95
How to Set Up an IRA	p. 97
What are Your Investment Objectives?	p. 97
How Much Do You Need for Retirement?	p. 98
Considerations in Planning Your IRA	p. 99
Leaving an IRA to a Charity	p. 104
When Should You Open an IRA?	p. 104
How to Find an IRA	p. 107
Financial Advisors	p. 111
Contributions	p. 112
Achieving Your Goals	p. 116
Your Portfolio	p. 123
Building Your Portfolio	p. 124
Investment Styles	p. 126
Modern Portfolio Theory	p. 132
Asset Allocation	p. 144
Your Portfolio	p. 149
Self-Directed IRAs	p. 171
The Major Players	p. 172
Choosing an Administrator	p. 173
Funding a Self-Directed IRA	p. 177
Checkbook Control	p. 178
Managing Risk	p. 179
Real Estate	p. 181
Real Estate Options	p. 184
Taking RMDs	p. 192
Loans	p. 192
Precious Metals	p. 193
Prohibited Transactions	p. 193
Making Withdrawals From An Ira	p. 197
Early Withdrawals	p. 199
Early Distributions - 59V2 Rule	p. 199
Early Withdrawals of Nondeductible Contributions from Traditional IRAs	p. 205
Early Withdrawals from Roth IRAs	p. 206
Required Minimum Distributions (RMD)	p. 211
When Do You Begin Taking the RMD?	p. 211
Calculating Your RMD	p. 212
How Do You Take Your RMD?	p. 214
RMDs for Multiple IRAs	p. 215
An Extra Amount Withdrawn One Year Cannot Be Credited to a Later Year	p. 215
Penalty For Failure to Take Your RMD	p. 216
Effect of RMDs on Your Finances	p. 217
IRAs and Your Taxes	p. 219
Income Tax Brackets	p. 220
Basis	p. 223
Tax Deductions for Losses on Investments in Your IRA	p. 225
Investments in Taxable and Non-Taxable Accounts	p. 227
Additional Tax Penalties	p. 229
Iras And Estate Planning	p. 231
Planning for Your Beneficiaries	p. 233
Tax Consequences of Inheriting an IRA	p. 234
Your IRA and Your Will	p. 239
Naming Your Beneficiaries	p. 240
Your Custodial Agreement	p. 248
Stretching an IRA	p. 249
Convert to a Roth IRA	p. 253
Keep All Your IRA Documents in One Place	p. 254
When You Inherit an IRA	p. 255
How Large is Your Inherited IRA?	p. 256
Do You Need Cash?	p. 257
What Are Your Tax Liabilities?	p. 257
Life Expectancy Rule	p. 258
The First Step: Name a Successor Beneficiary	p. 259
Spouse Sole Beneficiary	p. 260
Non-Spouse Beneficiary	p. 263
Multiple Beneficiaries	p. 265
Reporting Distributions From an Inherited IRA	p. 268
Special Circumstances	p. 269
Divorce or Separation	p. 269
Common IRA Mistakes	p. 274
What to Do When You Make a Mistake	p. 277
Ineligible Contribution to a Roth IRA	p. 280
Private Letter Ruling	p. 281
Your IRA and the Economic Crisis of 2008 - 2009	p. 283
Things May Never Be the Same Again	p. 284
Perception and Trust	p. 290
What the Government Can Do	p. 292
Managing Your IRA in a Down Economy	p. 293
Acronyms	p. 299
Glossary	p. 303
Useful Web Sites	p. 317
Federal Government Publications and Forms	p. 329
Lifetime Expectancy Tables
Bibliography	p. 351
Author Biography	p. 355
Index	p. 357
Table of Contents provided by Ingram. All Rights Reserved.

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The Complete Guide to Ira's & Ira Investing: Wealth-Building Strategies Revealed

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