YOUR COMPLETE RETIREMENT PLANN（ISBN=9780345494566） 英文原版 下载 pdf 2025 网盘 epub 在线 mobi 免费

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

Author's Note

Introduction: The Long, Happy Life of Your Retirement Savings

SECTION I:  MY ACCOUNT INVENTORY

SECTION Ih  THE ACCOUNT OWNER'S CARE SOLUTION

SECTION IIh  THE ACCOUNT BENEFICIARY'S CARE SOLUTION

SECTION IV: THE SPECIAL ISSUES CARE SOLUTION

SECTION V:  THE FOLLOW-UP CARE SOLUTION

Appendix I: Single Life Expectancy Table

Appendix II: Uniform Life Expectancy Table

Appendix III: Joint Life Expectancy Table

Appendix IV: Retirement Planning Resources for Consumers and

Financial Advisors

Index

Acknowledgments

Ed Slott is a nationally recognized retirement account expert

and a professional speaker at conferences nationwide. He hosts

www.irahelp.com, which provides retirement resources for both

consumers and professional advisors. He created Ed Slott’s Elite

IRA Advisor Group, an exclusive registry of financial advisors.

Slott is the author of Parlay Your IRA into a Family Fortune and

The Retirement Savings Time Bomb and How to Defuse It. He publishes

“Ed Slott’s IRA Advisor,” a monthly newsletter for financial

professionals. He is a frequent contributor to The New York Times,

The Washington Post, Newsday, The Wall Street Journal, Los Angeles

Times, Time, Newsweek, Fortune, Forbes, Money, and USA Today, and

has appeared on all major networks. He lives on Long Island.

From the Hardcover edition.

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编辑推荐

“Ed Slott knows more about the care and feeding of IRAs than

anybody else.”

–Newsday

“It would be tough to find anyone who knows more about IRAs than

CPA Slott.”

–USA Today

“The best source of IRA advice.”

–The Wall Street Journal

From the Hardcover edition.

书籍介绍

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