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Parlay Your IRA into a Family Fortune
3 Easy Steps for creating a lifetime supply of tax-deferred, even tax-free, wealth for you and your family
by Ed Slott
List Price: 15.00
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Paperback: 320 pages
Publisher: Penguin (Non-Classics) (December 27 2005)
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Read an Excerpt

What Comes After a Trillion?
IRA exposure to taxation is unavoidable. The tax rules generally require that sheltered retirement money begin to leave its nest when the owner turns 70½ or dies, whichever comes first.

Chapter 1: Keep It Together
One would assume that most estate planners (as well as books on estate planning) address this issue. But they don't. Yes, they cover how to inherit a house, stocks, insurance, and so on, because these are easy to inherit.

Chapter 1: Keep It Together, Part 2
There can be only one designated beneficiary to an IRA. So, if you have multiple IRAs, you need to designate a beneficiary for each of them to gain the stretch for all the accounts.



Book Description

"The best source of IRA advice" (The Wall Street Journal) introduces a three-step plan for turning an IRA into a lifetime of tax-deferred, even tax-free, wealth.

Ed Slott's book The Retirement Savings Time Bomb . . . and How to Defuse It taught Americans how to protect their hard-earned cash from the IRS's coffers. Now, "America's IRA expert" (Mutual Funds Magazine) returns with a bulletproof plan for ensuring your IRA's continued longevity, tax-favored, for generations.

In Parlay Your IRA, Ed Slott shows you how to make the most out of your retirement plan. Slott's three-step strategy cuts through the tax laws and provides simple, easy-to-follow instructions for managing your IRA and other retirement income. Learn what you can do to parlay it into a fortune during your lifetime, and what you must do now to ensure that your beneficiaries will have all the options available to capitalize on the opportunity you've created for them to keep your money growing.

Packed with strategies, tips, answers to frequently asked questions Parlay Your IRA into a Family Fortune offers real solutions to making the most of your retirement money.

Learn how to:

  • Achieve unlimited tax-free income when you retire.
  • Pass more assets on to loved ones and other beneficiaries
  • Keep retirement assets in the family for decades, even generations, and pay minimal or no taxes
  • Protect your retirement account from creditors, divorce, bankruptcy, lawsuits, or other problems that could expose it to loss
  • Use a Roth IRA to build a tax-free fortune

And much, much more.

About the Author

Ed SlottEd Slott

Ed Slott is a highly sought-after professional speaker, CPA, and tax adviser. His diverse client list includes major corporations such as Fidelity Investments, American Express, Merrill Lynch, Nationwide Insurance, and Oppenheimer Funds. Ed Slott frequently appears in The Wall Street Journal, The New York Times, USA Today, and on broadcast television and radio programs nationwide.

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