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Your Complete Retirement Planning Road Map: A Comprehensive Action Plan for Securing IRAs, 401(k)s, and Other ... | Ed Slott | Ed Slott
 
 


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 Your Complete Reti...  

Your Complete Retirement Planning Road Map: A Comprehensive Action Plan for Securing IRAs, 401(k)s, and Other ...
Ed Slott

Ballantine Books, 2007 - 384 pages

average customer review:based on 8 reviews
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     highly recommended  highly recommended



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


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Put your financial house in order

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


Ed Slott

Am I rating the company that sold me the book or am I rating the book,The Complete Retirement Planning Road Map?
The book is excellent. Everyone who has an IRA should study this book.
The order number was 1030543868-7939401. The book arrived well within the promised time, well packaged and in excellent condition. The seller should get a five star rating.


Looking for the "other" side of retirement?

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.


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What an eye opener!

I purchased this book after seeing Ed on a PBS station. Well written and very informative. IF you didn't realize how important it is to pay attention to your financial's for your family, this will point you in the right direction with the facts.


Very good information

I learned something that I did not know before. I will put these knowledge into practice.


reviews: page 1, 2



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