NABET, NABET 2015 Faculty Conference

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Planning for Retirement (revised)
Patricia Z Galletta

Last modified: 2015-09-22

Abstract


This paper discusses the different plans which exist to save for retirement and other methods to consider in saving for retirement such as reverse mortgages, home equity loans and annuities.  Contribution limitations, required minimum distributions and catch up distributions for the current tax year related to each of the plans are discussed.   Several legal cases dealing with fraud against retirement savings are examined for purposes of determining lessons learned.

Keywords


Accounting