Your Complete Retirement Planning Road Map: A Comprehensive Action Plan for Securing IRAs, 401(k)s, and Other Retirement Plans for Yourself and Your Family

Overview

Corporate 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 adviser, now offers expert advice on weathering the perfect storm of financial instability that looms on the horizon. Your Complete Retirement Planning Road Map provides clear step-by-step directions through the highways and byways of IRAs, ...
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Your Complete Retirement Planning Road Map: A Comprehensive Action Plan for Securing IRAs, 401(k)s, and Other Retirement Plans for Yourself and Your Family

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Overview

Corporate 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 adviser, now offers expert advice on weathering the perfect storm of financial instability that looms on the horizon. Your Complete Retirement Planning Road Map 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 focused sections, Slott combines crucial facts with checklists and questionnaires to teach investors and beneficiaries alike the best way to save and to maximize an inheritance. Inside you’ll discover

• an overview of every retirement savings account you own–from what it is and where it is to who gets it and how, plus where to put important data
• how to properly fill out retirement account beneficiary forms so that money goes to whomever you choose and not to relatives who pop up out of nowhere
• what to do when you inherit so that you won’t lose any tax benefits or make a mistake that could wipe out an inherited fortune that took years to build up
• how to handle out-of-the-box issues such as divorce or incapacity; tax issues for unmarried partners; decisions about trusts
• how to determine whether your professional retirement adviser is really up to the task of preserving and protecting your money
• the most up-to-date information on tax laws, including the Pension Protection Act, which provides major new retirement incentives that you can take advantage of

Your 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.

“IRA savant Ed Slott [helps] you make the most of your retirement earnings or inherited account.”
–USA Today

“Ed Slott knows more about the care and feeding of IRAs than anybody else.”
–Newsday

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Editorial Reviews

From the Publisher
“Ed Slott knows more about the care and feeding of IRAs than anybody else.”
–Newsday

“It would be tough to find anyone who knows more about IRAs than CPA Slott.”
–USA Today

“The best source of IRA advice.”
–The Wall Street Journal

From the Hardcover edition.

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Product Details

  • ISBN-13: 9780345494566
  • Publisher: Random House Publishing Group
  • Publication date: 12/26/2007
  • Edition description: Reprint
  • Pages: 384
  • Sales rank: 382,949
  • Product dimensions: 5.19 (w) x 8.00 (h) x 0.79 (d)

Meet the Author

Ed Slott is a nationally recognized retirement account expert and a professional speaker at conferences nationwide. He hosts www.irahelp.com, which provides retirement resources for both consumers and professional advisors. He created Ed Slott’s Elite IRA Advisor Group, an exclusive registry of financial advisors. Slott is the author of Parlay Your IRA into a Family Fortune and The Retirement Savings Time Bomb and How to Defuse It. He publishes “Ed Slott’s IRA Advisor,” a monthly newsletter for financial professionals. He is a frequent contributor to The New York Times, The Washington Post, Newsday, The Wall Street Journal, Los Angeles Times, Time, Newsweek, Fortune, Forbes, Money, and USA Today, and has appeared on all major networks. He lives on Long Island.

From the Hardcover edition.

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Table of Contents


Author's Note     ix
Introduction: The Long, Happy Life of Your Retirement Savings     xiii
My Account Inventory     1
General Information-Each Owned Account     8
General Information-Each Inherited Account     10
Summary Information-All Owned/Inherited Accounts     13
The Account Owner's Care Solution     15
My Beneficiary Form Checklist     19
My Custodial Agreement Checklist     29
My Stretch Opportunity Checklist     37
My Retirement Assets and Estate Plan Checklist     45
My RMD Calculations Checklist     55
My Rollover/Lump-Sum Decision Checklist     65
The Account Beneficiary's Care Solution     79
The Nonspouse Beneficiary's (an Individual) Checklist     83
The Spouse Beneficiary's Checklist     95
The Multiple Beneficiaries' Checklist     107
The Successor Beneficiary's Checklist     117
The Tax Breaks for Beneficiaries Checklist     127
The IRD Checklist     137
The Special Issues Care Solution     149
The Naming a Charity-As-Beneficiary Checklist     153
The Naming a Trust-As-Beneficiary Checklist     165
The Disclaimer Planning Checklist     179
The Divorce Checklist     193
The Early-Distribution Exceptions-72(t) Payments Checklist     203
The Early-Distribution-Other Exceptions Checklist     215
The Tax Breaks for Lump-Sum Distribution Checklist     227
The Incapacity Checklist     243
The Same Sex and Unmarried Couple Checklist     253
The Alternative Investments and Prohibited Transactions Checklist     261
The Roth IRA Conversion Checklist     275
The Follow-Up Care Solution     291
My Year-end Checklist     295
My Advisor Checkup Tool     303
Single Life Expectancy Table     309
Uniform Life Expectancy Table     311
Joint Life Expectancy Table     313
Retirement Planning Resources for Consumers and Financial Advisors     333
Index     337
Acknowledgments     349
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