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 Book PDF, ePub eBook

Join our eBook service for unlimited books & audiobooks. Get a free 7 day subscription! ↓↓↓↓↓


Book Descriptions:
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 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 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.

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 by Ed Slott

From reader reviews:

William Chapman:

The guide with title 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 has a lot of information that you can understand it. You can get a lot of help after read this book. This specific book exist new know-how the information that exist in this guide represented the condition of the world now. That is important to yo7u to learn how the improvement of the world. This particular book will bring you inside new era of the syndication. You can read the e-book on your own smart phone, so you can read the idea anywhere you want.

Gayle Stalder:

Typically the book 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 has a lot details on it. So when you make sure to read this book you can get a lot of advantage. The book was compiled by the very famous author. Tom makes some research prior to write this book. This kind of book very easy to read you can obtain the point easily after reading this article book.

Eli Gaddy:

Beside this kind of 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 in your phone, it could give you a way to get more close to the new knowledge or details. The information and the knowledge you will got here is fresh from the oven so don't be worry if you feel like an aged people live in narrow town. It is good thing to have 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 because this book offers to you readable information. Do you sometimes have book but you rarely get what it's facts concerning. Oh come on, that will not end up to happen if you have this with your hand. The Enjoyable blend here cannot be questionable, just like treasuring beautiful island. Techniques you still want to miss this? Find this book and read it from today!

Jonathan Sanders:

Do you like reading a reserve? Confuse to looking for your chosen book? Or your book ended up being rare? Why so many problem for the book? But just about any people feel that they enjoy for reading. Some people likes reading, not only science book but also novel and 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 or others sources were given information for you. After you know how the fantastic a book, you feel desire to read more and more. Science publication was created for teacher or even students especially. Those textbooks are helping them to increase their knowledge. In different case, beside science reserve, any other book likes 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 to make your spare time a lot more colorful. Many types of book like this one.