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The fastest, easiest way to learn the principles of investing - Go Roth!
Our guide to all types of Roth accounts, including Roth IRAs and Roth accounts in 401k and other employer plans - Capital Gains, Minimal Taxes
Explains tax rules and strategies for people who buy and sell stocks, mutual funds and options - Consider Your Options
How to handle stock options and other forms of equity compensation you receive from your employer - Equity Compensation Strategies
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Go Roth! 2012
Your guide to the Roth IRA and other Roth accounts
This new edition is now available from Amazon.com. Please contact us if interested in a bulk purchase of 20 or more copies.
Print: $23.95
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Kindle: $9.95
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The world of tax-free retirement savings is open to more people than ever, as employers add Roth accounts to 401k and other plans and Congress relaxes restrictions on Roth IRAs. This book explains how you can use Roth accounts to build and preserve retirement wealth.
Who it's for
Go Roth! is written in plain language so anyone with an interest in retirement savings will understand the clear explanations. It starts at the beginning, including such topics as how to start a Roth IRA, and covers basics of how to invest a retirement account.
The book provides thorough coverage of all the important rules and strategies, however, making it suitable for use as a reference by financial advisors or other professionals dealing with these kinds of accounts.
What it covers
Go Roth! is a complete guide to the rules and strategies for Roth accounts, organized around their life cycle, from the decision to use a Roth to the final liquidation of the account.
Part I: What Hath Roth Wrought
An introduction to the subject.
Part II: To Roth or Not to Roth
Understanding the benefits of using a Roth account — and the situations where it's better to use a traditional retirement account.
Part III: Contributions to Roth Accounts
All the rules for contributions to Roth IRAs and Roth accounts in employer plans; qualifying for the retirement savings contributions credit; strategies such as backdoor Roth IRA contributions.
Part IV: Roth Conversions
An explanation of how Roth conversions work, including IRA conversions, direct conversions of employer accounts, and the new in-plan conversion opportunity; covers both basic and advanced conversion strategies.
V. Managing Your Account
Tax rules for investments; a general guide to investing a retirement account; rollovers and direct transfers.
Part VI: Taking Money Out
Rules for qualifying distributions; tax consequences of nonqualifying distributions; liquidating an account for a loss; rules for inherited Roth accounts.
About this edition
The 2012 edition is the third edition of this book. It reflects legal authorities as of July 31, 2012, and includes expanded coverage of strategies for making the best use of these retirement accounts. This edition is currently available from Amazon.com.
Go Roth!
Your guide to the Roth IRA and other Roth
accounts
by Kaye A. Thomas
Fairmark Press Inc.
2012 edition published August 2012
Trade paperback, 306 pages
ISBN 978-1-938797-00-2
Cover design by
Laura Zavetz
$23.95