Answered questions I could not find correctly answered by other estate professionals. How best to handle your assets when a lot is in IRA, ROTH, 401K or other retirement plans. The ideal solution for most of us (estate under $5 million) is simple, but there are some twists and turns to be considered to best enhance the outcome for your heirs. Highly recommend.
I love the checklists Ed Slott provides in this early edition of his guide for Retirement Planning. Also get a copy of The Retirement Savings Time Bomb and how to defuse it. by Ed Slott for updated information on the changes in law affecting IRAs and 401ks, 403bs etc. since the publication of Ed's Retirement Planning Road Map. Both books are indispensable!
after watching Ed Slott on PBS I got this book to help me understand what I need to do to keep my retirement money mostly intact & not be overly taxed. Good info. Easy to read/understand.
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