Ernst & Young's Retirement Planning Guide: Take Care of Your Finances Now...And They'll Take Care of You Later [Paperback]

Ernst & Young (Author), Robert J. Garner (Author), William J. Arnone (Author), Glenn M. Pape (Author), Norman A. Barker (Author), Martin Nissenbaum (Author), Kenneth R. Rouse (Author), David C. Voss (Author)

Book Description

Series: Ernst and Young's Retirement Planning Guide | Publication Date: August 8, 1997

The most trusted name in financial planning helps you secure a sound retirement

Now is the time to plan for the retirement of your dreams. But where do you start? There's no better resource than Ernst & Young's Retirement Planning Guide. Drawing on the experience of the nation's premier tax and financial planners, it gives you a comprehensive set of tools to help you build a healthy nest egg--whether your retirement is just around the corner or years away.

This hands-on guide highlights the key financial issues you need to consider during your preretirement and retirement years, including essential information on the changing rules of the retirement game. From guidance on portfolio diversification and Social Security to 401(k) plans, IRAs, and Keoghs, Ernst & Young's Retirement Planning Guide provides the insight and assistance you need to enjoy a financially secure future.

The latest financial instruments for retirement savings
* Wealth-building techniques to help you retire early
* Unique retirement issues facing executives, the self-employed, women and nontraditional families
* Worksheets, quizzes, and action items, as well as additional resources and Web sites
* Strategies to overcome adverse financial events like corporate downsizing and personal disability
* Practical tips and easy-to-understand charts and tables.


Visit the Ernst & Young Tax and Financial Planning Corner on the World Wide Web! http://www.wiley.com/ey.html.

Editorial Reviews

From the Publisher

The reliable firm of Ernst and Young gives the reader a much needed guide to retirement planning. Providing detailed coverage of everything you need to know to plan for your retirement. How and where you'll live, how you'll save and invest for that retirement. Chapters are devoted to a wide-range of topics consisting of: 401K type plans, social security information, tax issues, insurance related topics and also possible adverse events.

From the Back Cover

The most trusted name in financial planning helps you secure a sound retirement

Now is the time to plan for the retirement of your dreams. But where do you start? There's no better resource than Ernst & Young's Retirement Planning Guide. Drawing on the experience of the nation's premier tax and financial planners, it gives you a comprehensive set of tools to help you build a healthy nest egg—whether your retirement is just around the corner or years away.

This hands-on guide highlights the key financial issues you need to consider during your preretirement and retirement years, including essential information on the changing rules of the retirement game. From guidance on portfolio diversification and Social Security to 401(k) plans, IRAs, and Keoghs, Ernst & Young's Retirement Planning Guide provides the insight and assistance you need to enjoy a financially secure future.

The latest financial instruments for retirement savings

• Wealth-building techniques to help you retire early
• Unique retirement issues facing executives, the self-employed, women and nontraditional families
• Worksheets, quizzes, and action items, as well as additional resources and Web sites
• Strategies to overcome adverse financial events like corporate downsizing and personal disability
• Practical tips and easy-to-understand charts and tables.

Visit the Ernst & Young Tax and Financial Planning Corner on the World Wide Web! http://www.wiley.com/ey.html.

See all Editorial Reviews

Product Details

• Paperback: 288 pages
• Publisher: Wiley; 1 edition (August 8, 1997)
• Language: English
• ISBN-10: 047119557X
• ISBN-13: 978-0471195573
• Product Dimensions: 9.2 x 7.4 x 0.7 inches
• Shipping Weight: 13.6 ounces
• Average Customer Review: 4.7 out of 5 stars  See all reviews (3 customer reviews)
• Amazon Best Sellers Rank: #800,548 in Books (See Top 100 in Books)

Customer Reviews

Most Helpful Customer Reviews

19 of 19 people found the following review helpful:

5.0 out of 5 stars The best calculator I've found for financial planning..., April 7, 2000

By A Customer

This review is from: Ernst & Young's Retirement Planning Guide: Take Care of Your Finances Now...And They'll Take Care of You Later (Paperback)

Although this book deals with many aspects of retirement and retirement planning, what distinguishes it from the dozens of similar books I have read is a truly outstanding calculator for determining how much money will be available then and how much needs to be saved or invested to eliminate any shortfall. It includes pensions, social security, and savings and investments. It factors in life expectancy, income sources that will automatically increase with inflation and those that won't, savings and investment growth rates, withdrawl rates that must increase with inflation(which--unbelievably--some calculators don't consider). It allows for early retirement (that is, it doesn't factor in social security until it's available). Similarly, it allows for staggered commencement of retirement income sources (for example, a pension that starts at age 65 while you may start social security at age 62). I've not found another calculator that does ALL of these things! I couldn't recommend it more highly.

16 of 16 people found the following review helpful:

4.0 out of 5 stars Excellent pre and post retirement planning information., October 23, 1997

By A Customer

This review is from: Ernst & Young's Retirement Planning Guide: Take Care of Your Finances Now...And They'll Take Care of You Later (Paperback)

This guide provides excellent pre-retirement planning suggestions. Has traps, obstacles and helpers outlined for quick review and advice. Has a number of "tools" in the form of worksheets to assist in planning for both before and after retirement events. Presents a number of post-retirement ideas with several suggestions of how to manage and/or increase your income in retirement. Authors are somewhat short on information for the mid 50's retiree concerning how to access 401k and IRA funds without penalty between 55 and 59 1/2. No info on what forms are needed and where they are available, or what needs to be filed and where. Has one slight reference in the appendix on how to accomplish withdrawals without penalty. Having read a number of retirement planning books available on the bookshelf, I found this volume excels in providing useful information not found in similar guide books.

11 of 13 people found the following review helpful:

5.0 out of 5 stars Excellent, comprehensive, easy to read, useful tips, August 28, 1999

By A Customer

This review is from: Ernst & Young's Retirement Planning Guide: Take Care of Your Finances Now...And They'll Take Care of You Later (Paperback)

This guide really lays out, step by step, how to think and act to plan your retirement. I found this a surprisingly quick read, comprehensive, easy to understand and specific -- from spending, lifestyle, insurance, investing issues. The book makes a great gift for friends or parents because too many of us are not paying attention to the easy "Action Items" that each chapter ends with. Highly recommended!