Purchase
Your Complete Retirement Planning Road Map
Ed Slott
The Leave-Nothing-to-Chance, Worry-Free, All-Systems-Go Guide
Ballantine
January 2007
On Sale: December 26, 2006
384 pages
ISBN: 0345494555
EAN: 9780345494559
Hardcover
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Self-Help Organization
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.
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