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| Your Complete Retirement Planning Road Map: A Comprehensive Action Plan for Securing IRAs, 401(k)s, and Other Retirement Plans for Yourself and Your Family
Paperback
Author: Ed Slott
Publisher: Ballantine Books
Release Date: 2007-12-26
ISBN-10: 0345494563
ISBN-13: 9780345494566
List Price: $15.95
Average Customer Rating:
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Summaries and Customer Reviews are supplied by Amazon.com
Corporate pensions are disappearing. Social Security is in trouble. And the sizable postwar generation is reaching retirement age. With the futures of millions of Americans at stake, Ed Slott, the country’s foremost retirement planning adviser, now offers expert advice on weathering the perfect storm of financial instability that looms on the horizon. Your Complete Retirement Planning Road Map provides clear step-by-step directions through the highways and byways of IRAs, 401(k)s, 403(b)s, and other major accounts.
In five focused sections, Slott combines crucial facts with checklists and questionnaires to teach investors and beneficiaries alike the best way to save and to maximize an inheritance. Inside you’ll discover
• an overview of every retirement savings account you own–from what it is and where it is to who gets it and how, plus where to put important data
• how to properly fill out retirement account beneficiary forms so that money goes to whomever you choose and not to relatives who pop up out of nowhere
• what to do when you inherit so that you won’t lose any tax benefits or make a mistake that could wipe out an inherited fortune that took years to build up
• how to handle out-of-the-box issues such as divorce or incapacity; tax issues for unmarried partners; decisions about trusts
• how to determine whether your professional retirement adviser is really up to the task of preserving and protecting your money
• the most up-to-date information on tax laws, including the Pension Protection Act, which provides major new retirement incentives that you can take advantage of
Your Complete Retirement Planning Road Map is an indispensable planning solution that is sure to become the standard how-to on a complex subject that is becoming relevant to more people every day.
“IRA savant Ed Slott [helps] you make the most of your retirement earnings or inherited account.”
–USA Today
“Ed Slott knows more about the care and feeding of IRAs than anybody else.”
–Newsday
Looking for the "other" side of retirement?
| Customer Rating:  | This is great book for the financial aspects of retirement. But, if you'd like a book that contains not only information about money but all the other areas of retirement - relocation, working, travel, volunteering, psychological aspects, etc., get a copy of The New Retirement: Revised and Updated: The Ultimate Guide to the Rest of Your Life
I received The New Retirement as a birthday gift, and it has everything in it about retirement. |
Put your financial house in order
| Customer Rating: | | This is a textbook for putting your financial house in order in order to protect your estate for your children and grandchildren. I found it extremely useful |
Got it!
| Customer Rating: | I got this book within the time limit although it arrived too late for my vacation so it has not been read yet. It was in the condition as described and I would order from this site again. I love not having to pay full price for books now and so far, have had good luck. I will continue to do this type of ordering.
Suggestion to Amazon: Show a little "blerb" on the condition the customer was seeking with your request for review. This will remind us what condition we expected to receive the book in originally. If you buy many books at once, you forget how they described it and you have to look up the order to see if it matched what you received. Thanks |
Really Helpful Info
| Customer Rating: | Got the book. So much information and easy to follow. Made this whole scary, complex area more manageable.
Bob |
A Good Investment
| Customer Rating: | Being retired or on the way to retirement, this is a good source of information.
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