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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 Kindle Edition

35 customer reviews

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Length: 384 pages Word Wise: Enabled Enhanced Typesetting: Enabled
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Editorial Reviews

Review

“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.

About 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.

Product Details

  • File Size: 12444 KB
  • Print Length: 384 pages
  • Publisher: Ballantine Books (November 19, 2008)
  • Publication Date: November 19, 2008
  • Sold by: Random House LLC
  • Language: English
  • ASIN: B000YJ857M
  • Text-to-Speech: Enabled
  • X-Ray:
  • Word Wise: Enabled
  • Lending: Not Enabled
  • Enhanced Typesetting: Enabled
  • Amazon Best Sellers Rank: #455,739 Paid in Kindle Store (See Top 100 Paid in Kindle Store)
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More About the Author

Ed Slott was named "The Best Source for IRA Advice" by The Wall Street Journal. He is a nationally recognized IRA-distribution expert, a professional speaker, and the creator of several public television specials, including Ed Slott's Retirement Rescue!, viewed by millions of Americans.

Ed established the IRA Leadership Program and Ed Slott's Elite IRA Advisor Group, which were developed specifically to help financial institutions and advisors become recognized leaders in the IRA marketplace.

He hosts the popular websites, http://www.irahelp.com and http://www.theslottreport.com, and regularly presents continuing professional-education seminars on IRA distribution planning for financial advisor firms, mutual fund companies, brokerage firms, insurance professionals, financial planners, banks, CPAs, and attorneys all across the country. His diverse client list includes Fidelity Investments, Nationwide Financial, New York Life, Jackson National, Transamerica, Met Life, Northwestern Mutual, Sammons Securities Company, Genworth Financial, Brokers International as well as a host of other major financial companies.

Ed is the author of the best-selling books, Ed Slott's 2014 Retirement Decisions Guide (IRA Help, LLC 2014), Fund Your Future: A Tax-Smart Savings Plan in Your 20s and 30s (IRA Help, LLC 2012) The Retirement Savings Time Bomb and How to Defuse It (Penguin, 2012), Stay Rich for Life! (Ballantine Books, 2009), Parlay Your IRA into a Family Fortune (Penguin, 2008) and Your Complete Retirement Planning Road Map (Ballantine Books, 2007). He is also a personal finance columnist for numerous financial publications and websites.

Ed has been quoted in The New York Times, Newsday, The Wall Street Journal, The Washington Post, Money Magazine, and Forbes. He has appeared on NBC, ABC, CBS, CNBC, CNN, FOX, PBS, Public Television, NPR, and Bloomberg TV and radio.

You can learn more at: www.IRAhelp.com
Read informative articles at: www.theslottreport.com

Customer Reviews

Most Helpful Customer Reviews

59 of 59 people found the following review helpful By Searcher on January 11, 2009
Format: Paperback
There are pros and cons with this book. The biggest "con" is the title. This book is not about Retirement Planning (Social Security, pensions, spending your time, health, long term care insurance, etc) but about Retirement Accounts (IRAs, Roths, 401k's) and everything you need to know about them. I think the title should have been "Your Complete Retirement Accounts Road Map".

With that out of the way, you should know that Ed Slott is an expert on these accounts and the writing is quite readable. This book does not talk about what to invest in, but rather the rules and options to consider for these accounts. About 1/3 of the book discusses the ownership of these accounts (accumulation and retirement distribution phases), 1/3 discusses inheriting these assets (which very few books talk about), and 1/3 talks about special cases, such as divorce, incapacity, early distributions, converting traditional IRAs to a Roth, etc. He talks about things that can go wrong and how to prevent them, from listing beneficiaries incorrectly to following up to see that the custodian (investment company) followed your instructions correctly. The emphasis is on IRAs, rather than 401k's since there are too many ways that a company can customize their 401k plan.

The reason I did not give this 5 stars is that possibly the presentation could be better. Each chapter has a checklist that often has items that point to other chapters for detailed info. There are also many Q&A boxes sprinkled throughout the text. Although the question and his answer are usually interesting, they break up the flow of the text.

Anyone who has significant assets in an IRA or hopes to some day should read this book, whether or not (s)he uses a financial adviser. There are topics mentioned that most people don't think about that should be discussed with the adviser and the reader will have a good background after reading this.
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43 of 47 people found the following review helpful By Lawrence Towers on December 19, 2008
Format: Paperback Verified Purchase
Like most financial guides a lot of fluff and low on details. Almost every other sentence is consult with a professional...
We don't buy these books for generalizations and common sense information. We buy them for details that we can't find elsewhere. To use the roadmap analogy, this book is like using a single sheet US Roadmap to plan a hike through the northwest forests.
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16 of 17 people found the following review helpful By James Lange on January 27, 2009
Format: Paperback
Most retirement plan and IRA books cover general principles but never get down to helping you implement the advice given. Ed gives specific instructions to help you get your IRAs and retirement plans in order. If you read this book and do what Ed advises, you will be ahead of 99% of IRA and retirement plan owners.

James Lange, CPA/JD, Author Retire Secure! Pay Taxes Later
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15 of 17 people found the following review helpful By Mike on October 11, 2008
Format: Paperback Verified Purchase
I purchased this book after seeing Ed on a PBS station. Well written and very informative. IF you didn't realize how important it is to pay attention to your financial's for your family, this will point you in the right direction with the facts.
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17 of 21 people found the following review helpful By Steven E. Kelly on January 10, 2009
Format: Paperback Verified Purchase
Most of this book is a fill in the blanks approach to retirement advise. There is a beginning paragraph or two followed by blocks and pages for you to write your personalized lists and calulations. I mistakenly thought this might be an upgrade to some years earlier publications. There are double pages that offer lines for making calculations followed by more empty boxes of "to do" lists. Don't waist your money on this one.
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4 of 4 people found the following review helpful By Harvest Eve on July 19, 2012
Format: Paperback
Let's not blame Ed Slott for accurately describing the state of affairs in such excruciating detail. Granted, planning for the tax consequences of your retirement accounts can make your head hurt...the laws are that complex. Ed Slott has simply provided the best structured, checklist-based method for examining your entire qualified account portfolio from the perspective of taxes on both you and your beneficiaries. This, in combination with the rationale from his Time Bomb book, will give you what you need to know to make good decisions. While the topic may be a snoozer, the planning he suggests - and then leads the reader through - is commendable. Thanks Mr. Slott.
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18 of 24 people found the following review helpful By R. J. Marty on June 21, 2008
Format: Paperback
Got the book. So much information and easy to follow. Made this whole scary, complex area more manageable.

Bob
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7 of 9 people found the following review helpful By T. A. Barbagallo on January 31, 2010
Format: Paperback Verified Purchase
Requirement: You should be 60 years old, or retiring soon before purchasing this book. Main thing I received from book: hire a lawyer to go through your estate planning. That way your childern do not have to go through probate to get your money. The more you have in writing for your childern the better. You don't need a book to tell you that.
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