Retire Securely: Insights on Money Management from an Award-Winning Financial Columnist

by Julie Jason

Overview

A curated collection of the best retirement advice from financial advisor Julie Jason’s acclaimed nationally syndicated column.
 
Being able to retire securely, with enough income to last—and allow you to enjoy—your post-work life, is a major concern not only for seniors, but for everyone. And you shouldn’t wait for the last minute to plan. To make sure you’re ready, take the advice of Julie Jason, an internationally recognized authority on retirement savings whose popular column receives fan mail . . . with plenty of questions. Organized in 10 sections, each following a theme, Retire Securely is her accessible, easy-to-read collection of need-to-know facts about a process that can be intimidating to even the most knowledgeable investors. Jason discusses investor protection, estate planning, college, 401(k)s and IRAs, the stock market, and more!

Winner of:

• The 2018 Best Books Award for Personal Finance/Investing
• The 2018 London Book Festival Runner-up for General Non-fiction
• The Fall 2018 National Association of Book Entrepreneurs (NABE) Pinnacle Book Achievement Award for Business
• The 2018 Instruction and Insightful Non-fiction (I&I) Book Award, a division of the Chanticleer International Book Awards (CIBAs), Semi-finalist
• The 2019 Feathered Quill Book Gold Award for the Informational category
• The 2019 Axiom Business Books Bronze Medal for Personal Finance/Retirement Planning/Investing
• The 2019 EIFLE Award (Excellence in Financial Literacy Education) 
• The 2019 CT Press Club award – Second Place in the “Nonfiction Books for Adult Readers – General Nonfiction” category

 
 

Product Details

ISBN-13:	9781454928850
Publisher:	Union Square & Co.
Publication date:	04/03/2018
Pages:	328
Product dimensions:	6.00(w) x 8.90(h) x 0.80(d)

About the Author

Julie Jason is a personal money manager who began her Wall Street career as a lawyer 30 years ago. She is the cofounder of Jackson, Grant Investment Advisers, Inc., of Stamford, CT, an SEC-registered investment advisor. A proponent of investor protection, Ms. Jason is a syndicated columnist (King Features) who writes and lectures on finance and investment topics. Her award-winning weekly column was launched 15 years ago by the Stamford Advocate and the Greenwich Time. Ms. Jason is also the author of Managing Retirement Wealth (Sterling), winner of the prestigious EIFLE Award (2012), the International Book Award (2012), and the Axiom Best Books Award (Silver Medal) for 2012. Her earlier books are You and Your 401(k) (Fireside), The 401(k) Plan Handbook (Prentice Hall Trade), JK Lasser's Strategic Investing After 50 (Wiley), and Julie Jason's Guide to Connecticut Probate (Author House).

Table of Contents

Acknowledgments vi

Who Should Read This book? vii

Foreword viii

Introduction 1

Section 1 History 7

Section 2 401(k)s and IRAs: The Working Years 49

Section 3 401(k)s and IRAs in Retirement 87

Section 4 Investors: Read Before You Buy or Sell 123

Section 5A Financial Advisers (Part 1: How to Judge) 157

Section 5B Financial Advisers (Part 2: Be a Skeptic) 179

Section 6 The IRS Isn't Calling: Scams and Shams 193

Section 7 Financial Literacy Starts Early 219

Section 8 Estate Planning 253

Section 9 Giving and Gifting 279

Eplogue 299

Appendix A S&P 500 Dividend Aristocrats Class of 2003 304

Appendix B S&P 500 Dividend Aristocrats Class of 2017 306

Appendix C Bull or Bear? 308

Index 310

About the Author 318