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Retire Early Book Shelf - Taxes & Estate Planning.

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Retire Early Book Shelf - Taxes and Estate Planning.


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This article was updated on May 12, 1999.

The selections below provide detailed information on taxes and estate planning.

IRAs, 401(k)s & Other Retirement Plans, Taking Your Money Out.

by Twila Slesnick, Ph.D. & John C. Suttle, CPA
Nolo Press, Berkeley, CA, 3nd edition (May 2001), 336 pp.

Click here to order IRAs, 401(k)s & Other Retirement Plans, Taking Your Money Out. Today!


Note: Readers who purchased the second edition published in 2000 can buy the revised edition directly from Nolo Press at a 35% discount. Call 1-800-728-3555 for details.

The rules surrounding IRAs and 401ks are often confusing to early retirees. This book includes a very readable explaination of the three IRS approved "substantially equal periodic payment" methods. It also includes comprehensive coverage of how heirs should handle distributions from IRAs after the death of the account holder.

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Consider Your Options: Get the Most From Your Equity Compensation.

by Kaye A. Thomas



248 pages (January 10, 2000) Fairmark Press, Inc.;

Today, many folks have a sizable number of stock options in addition to their 401(k) and IRA retirement accounts. This book by tax attorney Kaye Thomas offers plain language guidance on all the popular forms of equity compensation: stock grants, nonqualified options, incentive stock options and employee stock purchase plans. It also covers the pitfalls of the alternative minimum tax (AMT) as it relates to option plans.

Click here to order Consider Your Options Today!

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The Living Trust : The Failproof Way to Pass Along Your Estate to Your Heirs Without Lawyers, Courts, or the Probate System .

by Henry W. Abts, III
NTC Contemporary Publishing, 1998, 359 pp.

Click here to order The Living Trust : The Failproof Way to Pass Along Your Estate to Your Heirs Without Lawyers, Courts, or the Probate System . Today!

This is a popular guide book to avoiding probate. This edition also includes new information on planning with an individual retirement account, protecting against frivolous lawsuits and catastrophic illnesses, and getting organized to meet future financial goals.

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Copyright 1999 John P. Greaney, All rights reserved.

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