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"America 's IRA expert"(Mutual Funds magazine) Ed Slott shows readers how to make the most out of their retirement plans. ? Achieve unlimited tax-free income after retirement and keep assets in the family ? Protect retirement funds from creditors, divorce, bankruptcy, lawsuits, or other problems that could expose it to loss ? Use a Roth IRA to build a tax-free fortune Slott's three-step strategy cuts through the tax laws and provides simple, easy-to-follow instructions for managing IRAs and other retirement income.
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.
To coincide with his new public television special, airing on PBS stations starting in March 2009, Ed Slott's proven plan for generating enough personal wealth to last you the rest of your life Given the challenging economic times, we will all welcome Ed Slott's concrete advice for generating enormous wealth. In this must-have book you'll learn how to: * Retire with more money than you ever could have imagined and still take care of your loved ones * Move your money from FOREVER taxed to NEVER taxed * Make your IRA and 401(k) safer during rocky periods * Pick the best financial advisor and learn what pitfalls to avoid * Think and plan like a multimillionaire * Make Uncle Sam work for you Based on Slott's fundamental principles of building, protecting, and preserving wealth for you and your loved ones,Stay Rich for Lifeis filled with real life stories.
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 MapCorporate 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 ofYour 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.From the Hardcover edition.
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