Roth IRA Book: An Investor's Guide

Enactment of the Roth IRA law has not only revolutionized retirement planning, it may forever change the way we save for other major life goals-- from purchasing a home, financing a college education to establishing an estate trust fund. Regardless of whether you are an individual concerned about retirement or a professional financial advisor, you will find that this book provides an invaluable guide to the mechanics and subtleties of the Roth IRA legislation. Highlights of this book: Quick Start overview that can be read in 15 minutes. All rules explained in simple, non-jargon English. Easy 5-step retirement planning method clarifies goals. Analysis of 11 profiles (ages 25 to 85) using state-of-the-art software. Comparison with 401(k) savings / capital gains funds. New technology shows how partial Roth Conversions can maximize assets. Enhancing estate plans with the Roth IRA. Reference forms (5305, 5329) and TCA Sections 408A, 219 and 408. Includes current legislation: Technical Corrections Act (July) 1998.