Description
Book SynopsisThe ICFP Personal Wealth Building Guides offer proven strategies and invaluable information for putting together the many pieces of a financial plan and reaching personal, long-term financial goals. Highly readable and interactive, these guides will help you establish clear-cut objectives and furnish you with the wherewithal for achieving them.
Table of ContentsGetting Started.
Your Retirement Plan.
Understanding Your Benefits Statement.
Government Retirement Plans.
Retirement Plans That You Control.
The 401(k) Plan.
Individual Retirement Account (IRA).
Tax-Sheltered Annuity (TSA).
Employee Stock Ownership Plan (ESOP).
Self-Employed Retirement Plans (Keogh).
Simplified Employee Pension (SEP) and Cash or DeferredArrangement (CODA).
Retirement Plan Payout Options.
Getting Money Out of Retirement Plans Your EmployerControls.
Getting Money Out of IRAs and Other Retirement Plans YouControl.
Lump-Sum Distributions.
IRA Rollovers and Trustee-to-Trustee Transfers.
Making Sure Your Spouse Gets Your Retirement Benefits.
Getting Started with Retirement Income.
Enhancing Your Retirement Income Using Life Insurance.
Retirement Expenses.
Long-Range Planning.
Appendix.
Afterword.
Index.
