Some $7.4 trillion has flooded into IRAs, making them the nation's top retirement account. And with 10,000 Baby Boomers retiring every day, and the first Boomers about to take their required distributions, the second half of the retirement game has NEVER been more important.
Ed Slott's 2016 Retirement Decisions Guide includes 125 ways to save and stretch your wealth, walking you through IRA planning basics, the saving secrets of wealthy retirees and the how-to of protecting your IRA.
Ed also lays out the questions to ask before retirement, the Roth IRA conversion conversation and the IRA strategies needed to succeed.
The 2016 guide also provides you and your clients:
1. Additional saving and stretching wealth wisdom on Medicare and Social Security planning and how they both fit into the retirement planning puzzle.
2. An entire chapter devoted to RMD (required minimum distribution) planning - teach your clients how to handle the distribution phase while avoiding penalties and unnecessary taxes!
3. Ed Slott's 2016 tax update you won't read anywhere else. Learn more about qualified charitable distributions (QCDs) and 2016's new retirement account rules.
4. Up-to-date tax tables and IRA contribution limits so you can accurately plan in 2016.