Retire and keep your hard-earned cash! When you retire, your potential tax deductions change considerably -- and if you're a baby boomer on your way to retirement, you'll want to keep your hands on as much of your money as possible. That's why you need Nolo's Essential Retirement Tax Guide, the first book of its kind that helps boomers and their parents understand their tax benefits in plain English.Find out how to save on taxes, step by step, by:doing volunteer work;accounting for increased medical expenses;buying a boat, RV or second home;making charitable donations;paying for a grandchild's education;living off your investments;selling or renting out a home;starting a business;giving financial help to your family.With Nolo's Essential Retirement Tax Guide, you get winning strategies and the legal information you need to keep the tax collector happy while saving you a bundle -- so you can have enough money to enjoy your golden years.
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Everthing you need to save on taxes after retirement. Plus: Make sure you don't miss a single deduction with easy-to-use checklists!
About the Author
John Suttle has been practicing law for 18 years. His practice consists of estate and trust planning; probate administration; federal, state and local tax counseling for high net worth individuals and retirement planning under ERISA. Co-author of IRAs, 401(k)s & Other Retirement Plans, he has served as an expert witness in numerous cases and lives in Atherton, California.
Twila Slesnick is an Enrolled Agent who specializes in tax and investment planning for retirees and prospective retirees, and does pension plan consulting for individuals and small businesses. She has conducted numerous seminars throughout the U.S. in the areas of retirement and tax planning. Slesnick has been featured on television and radio programs across the country and in publications including Money Magazine, U.S. News & World Report, Newsweek and Consumer Reports. She is the author (with John Suttle) of IRAs, 401(k)s and Other Retirement Plans: Taking Your Money Out (Nolo). Slesnick has a bachelor's, master's and Ph.D., all from the University of California, Berkeley. She lives in Dublin, California.
Twila Slesnick is an Enrolled Agent who specializes in tax and investment planning for retirees and prospective retirees, and does pension plan consulting for individuals and small businesses. She has conducted numerous seminars throughout the U.S. in the areas of retirement and tax planning. Slesnick has been featured on television and radio programs across the country and in publications including Money Magazine, U.S. News & World Report, Newsweek and Consumer Reports. She is the author (with John Suttle) of IRAs, 401(k)s and Other Retirement Plans: Taking Your Money Out (Nolo). Slesnick has a bachelor's, master's and Ph.D., all from the University of California, Berkeley. She lives in Dublin, California.
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Most Helpful Customer Reviews
5 of 5 people found the following review helpful:
5.0 out of 5 stars
A good resources on taxes and retiring,
By
This review is from: Nolo's Essential Retirement Tax Guide: Your Health, Home, Investments & More (Paperback)
Customer review from the Amazon Vine™ Program (What's this?)
Whether you're nearing retirement or simply want to know more about it, you can't go wrong with this NOLO publication. I'm decades from retiring, but it was interesting to learn about the implications that older folks may encounter when retiring. They explain a lot of the tax issues that might be encountered as well as the implications of selling property, renting property, selling investments, social security, what to do with your home, and preparing for major health concerns.
The explanations are well written and are presented simplistically without jargon. The book explains when you can and can't do certain things with your money and how it will/won't affect your taxes. There are too many examples to list here, but they are all laid out in the book. Anyone looking to learn more about the complex and sometimes tedious rules regarding the American tax system will learn a lot from this book. It's definitely a resource that I will consult in the future and have already suggested this book to my parents. The authors certainly have "done their homework" in presenting a lot of complicated, dry and uninteresting information in a cogent and approachable manner. Another great NOLO publication!
3 of 3 people found the following review helpful:
5.0 out of 5 stars
It's Really a Tax Guide for Everybody,
By Maggie Mae (Reno, Nevada) - See all my reviews
This review is from: Nolo's Essential Retirement Tax Guide: Your Health, Home, Investments & More (Paperback)
Customer review from the Amazon Vine™ Program (What's this?)
When I was offered several books to review, I got caught in a clicking frenzy and mistakenly clicked on this one and you can't take back one of those clicks. The book was on it's way to me. I was stuck with it. But so what, I didn't have to review it. They couldn't make me. However, when it came I couldn't help glancing through it.
What struck me most was that it was easy going. Kind of interesting too. What struck me second was that a lot of this stuff applied to me and I'm one heck of a long way from retiring. This book will guide not only oldsters, but youngsters too through a myriad of tax forms and it tackles just about every circumstance a normal person might find herself in. And this book will talk you though just about any kind of legitimate deduction you can think of and heck, why should you pay the government one lickin' stickin' cent more than you have to. It's your money, after all. You worked for it, Uncle Sam didn't. Of course, there are specific references in the book that apply to retirees, but as far as I can tell, this really is a tax guide for everybody. It informs, helps and guides you through the maze of laws and forms that our government has deemed necessary for it's citizens to pay their taxes. It's going to help me this April and if you're an average person like me, I bet it can help you too.
2 of 2 people found the following review helpful:
3.0 out of 5 stars
Great guide but not as in depth as I would have liked...,
By
This review is from: Nolo's Essential Retirement Tax Guide: Your Health, Home, Investments & More (Paperback)
Customer review from the Amazon Vine™ Program (What's this?)
So when I saw this guide I jumped on it because I thought of my MIL who is near retirement age. I received it today and jumped on in.
I found this NOL essential guide to be truly very informative and helpful as it claims it will be. The downside is that it felt as if it was a regular tax guide and they threw in the word retirement wherever it would suffice. I found myself being able to use this guide for myself & Hubby. We are 27 and 32 respectively! No where near retirement age as the guide seems to call out for that market. They threw in a chapter about GIFTS & when the become tax deductible etc. I am assuming because they are reaching for that "retirement" audience they throw in examples about lending to you Grandchildren, or giving gifts for your Grandchildren. Is this their way of satisfying the "Retirement" part of their "Nolo's Essential Retirement Tax Guide: Your Health, Home, Investments & More" in the title?? I dissapointedly came to that conclusion half way through the book. In one chapter where they discussed IRA's & Annuities/Withdrawals; a section that I was specifically interested in for my MIL, they directed me to another publication. How is that helpful? Don't get me wrong... It is a very easy read and does make the tax jargon much easier to digest. As someone who does our taxes online every year, these were things that I have learned through H&R Blocks tutorial. This books wasn't necessary. This was a nice little on the surface lesson, that will have you digging deeper if you need more info for you situation. I am 27... I didn't think that anything would apply to me, and this whole book did, minus the retirement/Grandchildren verbiage. Buy it on sale... or look for something more in depth. I am waiting for my Ronnie Deutch book so that I can compare.
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Inside This Book
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Key Phrases - Statistically Improbable Phrases (SIPs):
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tax strategy, contribution limits, selling your home, additional child tax credit, nondeductible expenses, other retirement plans, higher education expense deduction, total acquisition debt, expensing deduction, grandfathered debt, home office portion, rental portion, unamortized points, sales tax deduction, home equity debt, personal use days, investment interest expense deduction, regular tax purposes, portfolio management fees, medical expense deduction, gift tax rules, capital gain property, depreciable basis, standard mileage rate, dependency exemption Key Phrases - Capitalized Phrases (CAPs): (learn more)
Social Security, Hope Credit, United States, Saver's Credit, Declining Balance Depreciation Method Convention, Income You May Elect, Which Method Should You Use, Claim Start-Up Expenses, Taking Your Money Out, Selling Assets, Depreciating Assets, Sales of Business Property, Loss From Business, Exemption Phase-Out, Which Payments Count, Lifetime Learning Credit Browse Sample Pages:
Front Cover | Table of Contents | First Pages | Index | Surprise Me!
tax strategy, contribution limits, selling your home, additional child tax credit, nondeductible expenses, other retirement plans, higher education expense deduction, total acquisition debt, expensing deduction, grandfathered debt, home office portion, rental portion, unamortized points, sales tax deduction, home equity debt, personal use days, investment interest expense deduction, regular tax purposes, portfolio management fees, medical expense deduction, gift tax rules, capital gain property, depreciable basis, standard mileage rate, dependency exemption Key Phrases - Capitalized Phrases (CAPs): (learn more)
Social Security, Hope Credit, United States, Saver's Credit, Declining Balance Depreciation Method Convention, Income You May Elect, Which Method Should You Use, Claim Start-Up Expenses, Taking Your Money Out, Selling Assets, Depreciating Assets, Sales of Business Property, Loss From Business, Exemption Phase-Out, Which Payments Count, Lifetime Learning Credit Browse Sample Pages:
Front Cover | Table of Contents | First Pages | Index | Surprise Me!
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