The Legal Bible for Retirement Plans


This is not for the faint of heart as it is written by an attorney for attorneys and retirement plan professionals, but this is the Bible when it comes to planning that relates to group retirement plans and IRAs. IRAs and 401(k)s may seem simple, but when it comes to death, RMDs, and inheritance options, they are anything but simple. This is evidenced by the fact that this book is 624 pages of legal information related to these plans. If you ever inherit a retirement plan, please be sure to . There are a lot of things that can go wrong when it comes to making smart decisions with inherited retirement plans.

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