Stop the Retirement Rip-off: How to Keep More of Your Money for Retirement [NOOK Book]

Overview

While it may seem too good to be true, you can achieve these retirement goals, if you learn how to put the expenses of your retirement plan-whether it is a 401(k), 457, or 403(b)-in your pocket.
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Stop the Retirement Rip-off: How to Keep More of Your Money for Retirement

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Overview

While it may seem too good to be true, you can achieve these retirement goals, if you learn how to put the expenses of your retirement plan-whether it is a 401(k), 457, or 403(b)-in your pocket.
Read More Show Less

Product Details

  • ISBN-13: 9781118177846
  • Publisher: Wiley, John & Sons, Incorporated
  • Publication date: 10/19/2011
  • Sold by: Barnes & Noble
  • Format: eBook
  • Edition number: 2
  • Pages: 256
  • Sales rank: 1,344,027
  • File size: 8 MB

Meet the Author

David B. Loeper is the CEO of Financeware, Inc. Prior to founding Financeware in 1999, Loeper was managing director of strategic planning for the retail brokerage division of Wheat First Union and served on the Investment Advisory Committee of the almost $30 billion Virginia Retirement System. Loeper has been active in several industry associations, including the Investment Management Consultants Association (IMCA). He has also been a featured speaker at numerous industry events and often contributes to industry publications, as well as appearing on CNBC, Bloomberg TV, Fox Business, CNN, and Yahoo! FinanceVision.

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Table of Contents

Preface xi

Acknowledgments xvii

Introduction The Five Steps YOU Can Take 1

Chapter 1 Step One: Understanding the REAL and HIDDEN Expenses You Pay 9

Chapter 2 Deeply Hidden Expenses 23

Chapter 3 The Price to Your Lifestyle of Needless Expenses 33

Chapter 4 Step Two: Complaining without Sounding Like a Complainer 47

Chapter 5 Step Three: Rallying Your Troops-Just One Coworker Can Help 55

Chapter 6 Step Four: What Happens If My Employer Ignores Us? 61

Chapter 7 Step Five: Now That My Retirement Plan Is Fixed, How Can I Make the Most of My Life? 71

Chapter 8 Resources, Investment Selection, Asset Allocation, Tools, and Advice 83

Appendix A Lifestyle Prices of Excessive Retirement Plan Expenses 111

Appendix B Sample 401(k) Participant Statement 177

Appendix C Sample Summary Annual Reports 181

Appendix D Sample Annual Form 5500 Reports 185

About the Author 217

Index 219

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