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PART I: Planning Your Retirement: What You'll Need and What You'll Get.
Chapter 1: Get in the Game! Starting Your Savings.
Chapter 2: Gambling on Social Security.
Chapter 3: The Nation's Disappearing Pensions.
PART II: Getting Directions: A Guide to Financial Experts.
Chapter 4: The Best Advice That Money Can Buy: Wealth Management Services.
Chapter 5: Finding a Financial Planner.
Chapter 6: Working with Specialists.
Chapter 7: Instant Advice: Four Simple Shortcuts to Financial Success.
PART III: Vehicles to Get You There Safely.
Chapter 8: Managing Your 401(k) Like a Pro.
Chapter 9: The Forgotten Retirement Plans: 403(b)s, 457s, and Small Business Plans.
Chapter 10: The ABCs of IRAs (Individual Retirement Accounts).
Chapter 11: Inherited IRAs: What You Should Know.
PART IV: Stocks and Mutual Funds for the Savvy Investor.
Chapter 12: Stocks: Who, What, When, Where, and How.
Chapter 13: Stock Picking 101.
Chapter 14: Selecting the Right Mutual Funds.
Chapter 15: Index Funds and Exchange-traded Funds.
Chapter 16: Protecting Stocks and Mutual Funds from Taxes.
PART V: All About Bonds.
Chapter 17: A Bond Primer.
Chapter 18: Building a Bond Portfolio.
Chapter 19: Beyond Bonds: Other Income Alternatives.
PART VI: Cashing in Your Chips.
Chapter 20: Investing and Spending Strategies for Retirees.
Chapter 21: Wise Withdrawal Tactics for Retirement Funds.
Chapter 22: The Role of Annuities in Retirement.
Chapter 23: Estate Planning: Why It's Such a Big Deal.
Chapter 24: More Estate-Planning Basics.
Chapter 25: A Primer on Trusts.
Chapter 26: Hiring and Firing Trustees.
PART VII: Being Generous for All the Right Reasons.
Chapter 27: Managing the Family Dynamics of Inheritance.
Chapter 28: Getting Involved with Charitable Organizations.
Chapter 29: Charitable Gifts That Give Back to You.
PART VIII: Insuring Your Financial Health.
Chapter 30: The Impact of Insurance on Your Retirement Plans.
Appendix: Resource Guide.
Posted November 2, 2001
A Must have for anyone who is thinking about starting a retirement or just trying to maximize their current goals. This book covers everything from 401k to estate planning. Will also help one understand the tax shelters and how to get the most out of your funds. Don't underestimate the value of this bible!!!Was this review helpful? Yes NoThank you for your feedback. Report this reviewThank you, this review has been flagged.
Posted June 20, 2001
Until the recent downtrend in the economy I thought I was too young to worry about retirement. Now I realize I should be planning although it may be years away, and this book was a great help in setting priorities and goals. Highly recommended!Was this review helpful? Yes NoThank you for your feedback. Report this reviewThank you, this review has been flagged.
Posted July 17, 2001
I never cared much about bonds until the stock market collapsed. After that, I decided I better educate myself. At the bookstore, everything I looked at was lacking. But I was happy to discover this book has three excellent chapters on bond investing -- and a lot more. I especially appreciated the section on the pros and cons of individual bonds versus bond mutual funds. I also liked the book¿s online bond resources. After I finish reading it, I¿m going to lend it to my parents to read all the estate planning advise.Was this review helpful? Yes NoThank you for your feedback. Report this reviewThank you, this review has been flagged.