Whatever you have—or haven’t—put away, if you are getting serious about retirement, this book can show you the right moves to make and the pitfalls to avoid. You may not be sure where to allocate your investments or how to structure a comfortable income that won’t run out. You may never have heard of the once-in-a-lifetime opportunity that can make retirement savings—capital gains and income—tax free, if you can control what you earn in your last year before retiring. By understanding what you have to decide and when, you can move into retirement on solid financial ground. The cost of not knowing the rules and of missing key deadlines is too high. “This book delivers what every investor is always pining for—an advantage that will trump mere guesswork.” —Jim Lowell, editor, Fidelity Investor

A vital resource for people structuring their retirement incomes, this audio overlooks nothing. Due to a complicated tax code, there are many rules to consider when tapping into company retirement plans, 401(k)s, IRAs, and other retirement-oriented tax shelters. Wills, trusts, and estates are considered, and the advice is broad enough to be useful to people with a variety of nest egg sizes and circumstances. Though the narration is overly serious--like a disaster documentary--the writing is fresh as it encourages people to be as proactive and open-minded as possible regarding their retirement planning. The issues and pitfalls are more than most people imagine, so time spent with this long but reasonably priced audio will be worth the effort. T.W. 2004 Audie Award Finalist (c) AudioFile 2004, Portland, Maine

 

Cracking Your Retirement Nest Egg (Without Scrambling Your Finances) by Margaret A. Malaspina
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