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Author: Ed Slott
Publisher: Ballantine Books
ISBN: 0307493563
Category : Business & Economics
Languages : en
Pages : 386
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Book Description
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.
Author: Ed Slott
Publisher: Ballantine Books
ISBN: 0307493563
Category : Business & Economics
Languages : en
Pages : 386
Get Book Here
Book Description
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.
Author: Keith W Ellis Jr
Publisher:
ISBN:
Category :
Languages : en
Pages : 114
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Book Description
Today's retirees are faced with many fears and challenges. Will I outlive my savings? Will my medical expenses be too high? Will I be able to afford my daily expenses? Will I be able to stay in my home if I become ill? As a retiree or pre-retiree, if you're asking yourself these same questions, fear not. The SHP Retirement Road Map(R) will provide you with the tools you need to guide yourself to and through retirement with ease. Your map to financial freedom starts here.Matthew Peck, CFP(R), CIMA(R), and his partners, Derek Gregoire and Keith Ellis, co-founders of SHP Financial, show you how to create a comprehensive retirement plan focusing on five critical areas of your financial life in retirement: income, investments, tax planning, health care and estate planning. Matthew, Derek and Keith are accomplished financial authors and radio show hosts, and they have been helping retirees and pre-retirees develop retirement plans for over 12 years. They have helped hundreds of clients plan for lasting income, protect their wealth and reduce unnecessary taxes.In this book, Matthew, Derek and Keith cover: -Planning for income in a volatile market-Optimizing Social Security benefits-How hidden fees in your investments could ruin your retirement-Ways to reduce future taxes on your investment accounts-How to help your family avoid the costly and time-consuming effects of probate
Author: Matthew X. Smith
Publisher: Wiley
ISBN: 9780470553008
Category : Business & Economics
Languages : en
Pages : 240
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Book Description
An objective resource for managing your firm's 401(k) plan With the recent uncertainty in the economy and financial markets, 401(k) plans are now under more scrutiny than ever. Written for finance and benefit professionals who are responsible for the management, operations, or oversight of their company's 401(k) plan, Managing Your Firm's 401(k) Plan offers a guide to designing and managing a 401(k) with a focus on financial, fiduciary, and regulatory standards. While there are plenty of books on 401(k) plans written for the individual investor, there are very few resources for professionals involved in 401(k) management. This book effectively fills that void It was specifically written for professionals involved in 401(k) management It includes regulatory and fiduciary information needed for compliance purposes It was created by experienced experts in the defined contribution plan arena Topics covered throughout this insightful guide include measuring retirement readiness, establishing plan governance, managing the plan's investment menu, monitoring record keeper performance, communicating effectively with employees, helping participants manage their retirement income, and much more.
Author: Bret Elam
Publisher:
ISBN: 9781978274358
Category :
Languages : en
Pages : 188
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Book Description
Roadmap to Retirement: Navigating Your Way to Peace of Mind is an important and beneficial guide, whether you're close to retiring or still years away. Bret Elam and David Bezar interview professionals who share valuable advice on legal matters, taxes, and other issues that can help you overcome obstacles and properly plan ahead to live the retirement lifestyle of your choice.
Author: Zachary B. Gray
Publisher: Createspace Independent Publishing Platform
ISBN: 9781976424014
Category :
Languages : en
Pages : 46
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Book Description
Most people put off planning for retirement because they're overwhelmed and there a little bit frightened by the process. Now you can go through our painless process that puts things in an easy to understand format so you can easily implement the strategies for a more confident retirement.
Author: Sara Zeff Geber
Publisher: Mango Media Inc.
ISBN: 1633537692
Category : Self-Help
Languages : en
Pages : 212
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Book Description
A practical yet humorous guide to aging solo gracefully and achieving a happy retirement. In Essential Retirement Planning for Solo Agers, certified retirement coach Sara Zeff Geber coins the term “Solo Ager” to refer to the segment of society that either does not have adult children or is single and believes they will be on their own as they grow older. This book explores the path ahead for this group. That includes choices in housing, relationships, legal arrangements, finances, and more. Geber reviews the role of adult children in an aging parent’s world and suggests ways in which Solo Agers can mitigate the absence of adult children by relationship building and rigorous planning for their future. Geber shares her expertise on what constitutes a fulfilling older life and how Solo Agers can maximize their opportunities for financial security, physical health, meaning and purpose in the second half of life, and, finally, planning for the end game. Through real-life stories and anecdotes, the author explores housing choices, relationships, and building a support system. You will learn about: · different levels of care and independence in various types of living arrangements · how to initiate discussions among friends and relatives about end-of-life treatment · “what if” scenarios · who to talk to about legal and financial decisions And it’s not just the Solo Ager that can learn from this book. Financial advisors, elder law and estate attorneys, senior care managers, and others whose clientele is on the far side of sixty will benefit as well.
Author: Ed Slott
Publisher: Penguin
ISBN: 014313454X
Category : Business & Economics
Languages : en
Pages : 450
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Book Description
AS SEEN ON PUBLIC TELEVISION New for 2021—The complete action plan from Ed Slott, "the best source of IRA advice" (Wall Street Journal), to help you make sure your 401(k)s, IRAs, and retirement savings aren't depleted by taxes by the time you need to use them. If you're like most Americans, your most valuable asset is your retirement fund. We diligently save money for years, yet most of us don't know how to avoid the costly mistakes that cause a good chunk of those savings to be lost to needless and excessive taxation. Now, in the midst of a financial crisis, there is more need than ever to protect your assets. The New Retirement Savings Time Bomb, by renowned tax advisor Ed Slott, shows you in clear-cut layman's terms how to take control over your retirement savings plan. This easy-to-follow plan helps you place your assets to avoid the latest traps set out by congress in addition to any that might be set down the road, so you can keep your hard-earned money no matter what. And, it's fully up-to date with information on the SECURE Act and everything you need to know about how the coronavirus relief bills will affect your savings down the road. This book is required reading for every American with savings and investments who is planning to retire, be it five years from now or fifty.
Author: Fritz Gilbert
Publisher: Sourcebooks, Inc.
ISBN: 1646113403
Category : Business & Economics
Languages : en
Pages : 155
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Book Description
You're finally retired! Learn how to make these the best years of your life. Congrats on your retirement! But now what will you do with all that free time? With Keys to a Successful Retirement, you'll discover everything you need to know to get your retired years off to a great start. Covering topics like finances, embracing your passions, and dealing with feelings of aimlessness, grief, and depression that may crop up, this in-depth guide to retired living answers all the burning questions you want to ask—as well as those you're afraid to. Take a complete look at your newfound freedom and explore what it really means to have a successful retirement. This in-depth guide includes: Essential basics—Make sure you're retirement ready with advice for managing your savings, dealing with healthcare, staying fit, and more. Handling tough times—Dig into the more challenging aspects of retirement, like how to best handle the effects it can have on your mental health. Be your own boss—Get guidance that teaches you how to decide what you want your retirement to be and how you can lean into the things that you love. An exciting new chapter of your life is starting—get a helping hand ensuring it's the best it can be!
Author: Harriet Edleson
Publisher: Rowman & Littlefield
ISBN: 1538114755
Category : Business & Economics
Languages : en
Pages : 153
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Book Description
Learn how to save and prepare for retirement no matter your age or your income. 12 Ways to Retire on Lessoffers a roadmap for anyone seeking financial security and peace of mind for their retirement years ahead, regardless of savings or income in the present moment. In a time when fewer retirees have the kind of pension many of their parents had, those looking to retire can be especially vulnerable. But here, the author outlines those steps people can take to ensure their security and enjoy those activities they look forward to in the future. Offering case studies and actionable steps in the form of bullet points, questions and lists, the book focuses on the importance of planning and analyzing one’s total financial picture in the context of goals, hopes, and dreams.
Author: Alan Bernstein
Publisher: McGraw Hill Professional
ISBN: 0071467874
Category : Business & Economics
Languages : en
Pages : 224
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Book Description
Create a new life plan to thrive in your retirement "In Your Retirement, Your Way, Alan and John lead the way to a new and dynamic definition of retirement. They begin with this exciting premise: the more you clearly identify your own personal style, the more you will experience a powerful and fulfilling next chapter in your life. With the variety of guides and road maps they provide, including a sample version of the Birkman® (a mini-Birkman®), readers can navigate their way to a more confident phase of life that offers both purpose and renewal." --Dr. Roger W. Birkman, Chairman, Birkman International, Inc. After years of focusing on career and family, most of us embark on the next phase of life with only a vague idea of what will make us happy. But you can guarantee yourself a long and successful retirement with Your Retirement, Your Way! Its revolutionary retirement planning approach combines a powerful self-assessment system based on the Birkman Method®--a personality assessment system used by companies and government agencies worldwide--with sophisticated financial planning tools and step-by-step guidelines that allow you to: Define your ideal retirement environment Determine where you are now, financially, and where you want to be Map out a solid plan for realizing your dreams in the shortest time possible
