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Product Details

  • Paperback: 156 pages
  • Publisher: People Tested Books (October 24, 2013)
  • Language: English
  • ISBN-10: 0985082097
  • ISBN-13: 978-0985082093
  • Product Dimensions: 9 x 6 x 0.3 inches
  • Shipping Weight: 10.4 ounces (View shipping rates and policies)
  • Average Customer Review: 4.3 out of 5 stars  See all reviews (7 customer reviews)
  • Amazon Best Sellers Rank: #79,170 in Books (See Top 100 in Books)

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Customer Reviews

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Most Helpful Customer Reviews

7 of 7 people found the following review helpful By Paul Picciano on January 18, 2014
Format: Paperback
If you've evolved beyond an invincible, self-absorbed twenty something, this book is worth your attention. The authors have done their homework and produced a convenient, digestible work that serves as a valuable resource on the complexities of health care in retirement. They make a strong case that informed strategy and planning are needed well before retirement age and illustrate the coupling between Medicare and Social Security that is typically neglected. Perhaps most useful are the citations they provide for the requirements and figures presented which allow the reader to verify and keep current as policies change in the future.
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7 of 7 people found the following review helpful By Scott D Tuxbury on October 30, 2013
Format: Paperback
If you want to make sure your retirment goes as planned, you have to read this book. We assist many clients approaching retirement with financial plans to ensure they do not run out of money. This book has changed our approach to our financial models and we think this will add thousands of dollars back into our clients pockets. It's not what you earn but what you keep!!!
We all work very hard to ensure we have enough money in retirement and this book illustrates the smartest ways Americans can take distributions from their retirement accounts.
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5 of 5 people found the following review helpful By Denise on February 4, 2014
Format: Paperback
The entire concept of "planning for retirement" is uprooted and left raw for analysis in this book. The knowledgable writers, all highly qualified professionals in their fields, remind readers with real-world applications and research, that no one is safe from the burdens or complexities of healthcare plans, Social Security, and Medicare. The [likely outdated] "reference materials" seen on bookshelves will not embrace the current realities of what we are up against as this book successfully outlines. This resource dissects several controversial items which must be discussed with a qualified advisor - one who will not only protect client's financial interests, but will also ensure their future well-being through healthcare options. It is without reservation that I recommend this resource to anyone seeking ways to protect their own future as well as the lives of those they love.
-Denise
Author, If Music Be the Food of Love
Teacher & STL Alzheimer's Association Volunteer
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3 of 3 people found the following review helpful By Joseph DiPrima on February 19, 2014
Format: Kindle Edition Verified Purchase
The information in this book provides new perspectives on financial planning to maximizes retirement income after taxes and Medicare surcharges for pre-retirees in the asset accumulation phase and retirees in the drawdown phase. There are number of modifications to the standard financial plans that should be considered in view of this information. The use of insurance products and annuities appears to be over stressed. It is important to have a financial advisor who is current with law changes that affect retirement matters.
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