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Personal Finance After 50 For Dummies, 2nd Edition
book

Personal Finance After 50 For Dummies, 2nd Edition

by Eric Tyson, Robert C. Carlson
September 2018
Beginner content levelBeginner
480 pages
10h 40m
English
For Dummies
Content preview from Personal Finance After 50 For Dummies, 2nd Edition

Chapter 5

Grasping Retirement Accounts and Their Rules

IN THIS CHAPTER

check Reviewing the features of retirement accounts

check Surveying the different types of accounts you can choose from

check Taking care of your 401(k) balances

check Naming beneficiaries for your retirement accounts

check Becoming familiar with RMDs

One of the virtues and drawbacks of living in the United States is that you have plenty of choices … sometimes too many. And that’s certainly the case with the numerous types of retirement accounts and variety of investments; far more options exist here than in just about any other country in the world.

With so many choices you may be confused about which option is best for you. Selecting the best ones is important because you can end up saving yourself more tax dollars and making more after-tax money in the long run. And whether you’re entering retirement or still a decade (or more) away, you need to understand the nuances and rules of each type of account so you can not only make good decisions ...

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Publisher Resources

ISBN: 9781119543633Purchase book