How to Use Roth and IRA Accounts to Provide a Secure Retirement 2023 Edition (Paperback) (ISBN-13: 9781732486577)

It's possible with a Roth IRA or Roth 401(k) account!

In this compact explanation updated for the Proposed IRS Regulations for the SECURE Act and for SECURE 2.0 Act (enacted December 29, 2022, ) Michael Gray, CPA gives the highlights of what you need to know to build a big, tax-deferred or tax-free retirement account and get the maximum benefits from it.

* How do the advantages and disadvantages of a Roth account compare to those of an IRA account?

* How can you use a rollover from a 401(k) or other employee retirement account to create a big Roth or IRA account?

* Many people have become disenchanted with the stock market. How can you use a self-directed Roth or IRA account to make alternative investments, such as in real estate or private mortgages?

* What are the prohibited transactions that can result in disqualification (treated as instant distribution) of your Roth or IRA account?

* When can a Roth or IRA be required to pay income taxes? Should you go ahead with an investment that generates income taxes for the Roth or IRA anyway?

And much more!

Author: Thi Nguyen, Michael Gray
ISBN-10: 1732486573
ISBN-13: 9781732486577
Publisher: Silicon Valley Publishing Company
Language: English
Published: 04/26/2023
Pages: 114
Format: Paperback
Weight: 0.36lbs
Size: 9.00h x 6.00w x 0.24d