| For baby boomers reaching retirement age and the millions of other Americans who keep most of their assets invested in IRAs, 401(k)s, and similar retirement plans, financial expert Ed Slott's eye-opening guide is a must-have resource to help protect those savings from the IRS. Through his simple 5-Step Action Plan, Ed Slott's down-to-earth, clear-cut, and often humorous approach shows everyday investors how to distribute, roll over, withdraw, and secure their retirement savings (and their inherited nest eggs) against Uncle Sam. |
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Must Read
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| Review Date: June 12, 2010 |
| Reviewer: Gary A. Jones, |
| Saving for Retirement without Living like a Pauper by Gail Marks Jarvis is a must read for anyone just starting their first job or getting ready to retire in 10 years. The book makes understanding investing easy to understand without knowing anything about stocks, bonds, money market funds, 401k and IRA's. You will feel confident when talking to your financial planner and will have the tools to put you on the correct path for your retirement needs.Saving for Retirement without Living Like a Pauper or Winning the Lottery |
Best book ever for everyday people
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| Review Date: December 12, 2009 |
| Reviewer: Heidi, California USA |
I was incredibly intimidated by the retirement investment world. This book changed all that. Excellent. Easy to read. Makes the scary understandable. Specific. Gave me lots of confidence and optimism. Wish there were more like this.
- Marie |
Easy to digest
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| Review Date: June 28, 2009 |
| Reviewer: Julie Jason, Stamford, CT |
I first met financial columnist, Gail MarksJarvis, about five years ago in Chicago at a Morningstar conference. I remember being impressed by her curiosity, thoughtfulness, energy and drive - all of which is reflected in the award winning personal finance column that she writes for the Tribune.
When her book was released, we met over a cup of coffee at the Barclay InterContinental at 48th and Lex to discuss her foray into books. She was in New York speaking before the National Association of State Treasurers forum on public funds management and touring for the release of her new book, "Saving for Retirement (without living like a pauper or winning the lottery)," published by FT Press.
I asked Gail what motivated her to publish.
"When I talk to readers, there is a common theme," said Gail. "They are confused about financing retirement and they are desperate for help."
"They think they should know the answers -- that somehow through osmosis, they will figure out what they need to do," she continued. "Of course, that's not the case - that's why I wrote the book - to give them the background to make good decisions."
In her book, Gail tackles 401(k)s and IRAs, the stock market, mutual funds, and asset allocation, as well as when to start investing and how to figure out how much you need in retirement - all topics "people are supposed to know," said Gail, "but don't."
If you are a novice, you'll find the book easy to digest - with plenty of references to cooking, I might add.
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Excellent book for the beginner and even those who are not beginners!
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| Review Date: October 4, 2008 |
| Reviewer: L. Boni, Michigan |
This book is great. I found it to be written so that anyone could understand retirement planning and immediately use the information to change the way you see retirement planning.
I've read dozens of books and this is one of my top pic's! |
Terrific guide for retirement that anyone can use!
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| Review Date: September 27, 2008 |
| Reviewer: Melissa Kaye, Texas |
This is a GREAT book on retirement investing that readers can actually use. It takes the "mystery" out of retirement plans and investing. I walked away with a better understanding of my retirement plan options and a good strategy for investing the money. I was able to take what I learned and change my 401k investments with confidence.
The book includes discussions of the types of retirement accounts (401k, IRAs, Roth IRAs, SEP-IRAs, etc) and how they work. The author includes information for all income levels ("do you earn too much for an IRA"; "advice for low-income people").
The best part of the book explains how to create a diversified portfolio of retirement investments. The book explains different types of mutual funds (large-cap, mid-cap, etc) and how to pick a good balance. Then the author shows how this can be applied to pretty much any 401k plan. There are discussions on "dollar-cost-averaging" (which she recommends) and "timing the market" (which she doesn't recommend).
Besides being full of great information, the book is also very readable (not too dry and boring). This is a book that even the novice investor can use to get started and I highly recommend it. |
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