We see that javascript is disabled or not supported by your browser - javascript is needed for important actions on the site. Read more

What's New - Home - Login

Member $avings: $81,532,540.49 | Books Available: 801,305 | Members Online: 46

Swap Used Books - Buy New Books at Great Prices!

How To Swap Books Sign Up Search submenu

PBS Market (New Books)

Gift Buying Guide

Book Browser Advanced Search Books Posted Today Member Book Reviews Award Winning Books NYT Best Sellers Amazon Best Sellers Most Traveled Copies Club Wish List

Discussion Forums Book Lists

Club Lists My Book Lists My Watched Lists Create a List

Blog Donations

School Donation Program In Memory of... Military Donation Program Friends of PBS

Box-O-Books Maps The Eclectic Pen Fun Stuff

20 Questions Sudoku Bookmark Creator

Top 100

Requests Posts Swappers Referrers Reviewers

Pulse of PBS Spread The Word

Invite Friends Bookmarks Facebook Page Facebook App More Ways...

Photo Gallery Recipes Club Tag Cloud Member Testimonials

Help Center submenu

How To Swap Books Browse Help Docs Ask the Librarian PBS Member Icons Live Help

Kiosk

PBS Market (New Books) Go Shopping Buy Credits Buy PBS Money Upgrade Membership Gift Certificates Transfer Credits

Need Help?

Search - 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

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

Your Complete Retirement Planning Road Map A Comprehensive Action Plan for Securing IRAs 401 s and Other Retirement Plans for Yourself and Your Family - k
Author: Ed Slott

This is the same diagnostic system I use with my own clients and with the financial advisors I train. So, going through it will be like having me sitting beside you, whispering in your ear, guiding you every step of the way.” — –from Your Complete Retirement Planning Road Map — — Corporate pensions are disappearing. Social Secur... more »ity 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 advisor, now offers expert advice on weathering the perfect storm of financial instability that looms on the horizon. Your Complete Retirement Planning Road Map, Slott’s most essential and accessible book yet, 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 helpfully focused sections, Slott combines crucial facts with interactive checklists and questionnaires (those he uses with his own clients) to teach investors and beneficiaries alike the best way to save and to maximize an inheritance. Inside you’ll discover

• My Account Inventory: an overview of every retirement savings account you own, whether you’re thirty or sixty-five–from what it is and where it is to who gets it and how, plus where to put important data for easy access and where to store your essential documents (hint: not in a safe-deposit box)

• The Account Owner’s Care Solution: how to properly fill out retirement account beneficiary forms so that whatever amount of money is left in your account after you’ve fully enjoyed retirement will go to whomever you choose and not to relatives who suddenly pop up out of nowhere

• The Account Beneficiary’s Care Solution: what to do when you inherit so that you won’t lose any of the tax benefits and other opportunities your benefactor has created for you, or make a mistake that could wipe out an inherited fortune that took years to build up

• The Special Issues Care Solution: how to handle the out-of-the-box issues that could affect you or your beneficiaries (e.g., life events such as divorce or incapacity; tax issues for unmarried partners; decisions about trusts)

• The Follow-up Care Solution: how to keep your planning on track and make adjustments when circumstances change, and how to determine whether your professional retirement advisor is really up to the task of preserving and protecting your money

• Plus: the most up-to-date information on tax laws, including the Pension Protection Act of 2006, 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.

From the Hardcover edition.

ISBN-13: 9780345494566
ISBN-10: 0345494563
Publication Date: 12/26/2007
Pages: 384
Edition: Reprint
Rating:

Currently 4/5 Stars.

4 stars, based on 3 ratings

Publisher: Ballantine Books
Book Type: Paperback
Reviews: Amazon | Write a Review

Genres:

Business & Money >> General
Business & Money >> Personal Finance >> General
Business & Money >> Personal Finance >> Retirement Planning

Back to the Top ↑

Search - 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

Loading...