Your Complete Retirement Planning Road Map (Paperback)
A Comprehensive Action Plan for Securing IRAs, 401(K)s, and Other Retirement Plans for Yourself and Your F
Ballantine Books, 9780345494566, 358pp.
Publication Date: December 26, 2007
Other Editions of This Title:
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.
About the Author
Praise For Your Complete Retirement Planning Road Map: A Comprehensive Action Plan for Securing IRAs, 401(K)s, and Other Retirement Plans for Yourself and Your F…
“Ed Slott knows more about the care and feeding of IRAs than anybody else.”
“It would be tough to find anyone who knows more about IRAs than CPA Slott.”
“The best source of IRA advice.”
–The Wall Street Journal