Smart Choices is the only book of its kind -- an up-to-date, objective resource aimed exclusively at plan sponsors and their advisors (e.g., brokers, consultants, accountants, etc.) This easy-to-read, comprehensive book will help companies ...
It also introduces the Money for Life retirement income rating system to help you choose the solution that works best for you.
IRAs, 401(k)s & Other Retirement Plans helps you make sense of the rules that govern distributions from retirement plans, and avoid the stiff penalties that lurk in the fine print.
Guide to Qualified Retirement Plans: A Plain Language Primer
This comprehensive, one-volume desk reference helps you ensure that every aspect of your plan runs smoothly and lets you avoid the pitfalls of poorly designed and administered plans.
Get your money early; take required distributions; make sense of inherited plans; avoid penalties; and more.
In plain English, this book discusses all common types of retirement plans, including 401(k)s and other profit-sharing plans, Keoghs, IRAs and tax-deferred annuities. It covers:tax strategies before and at re.
This helpful guide can help you make your way past the financial planners and investment advisors who promise you big returns, but rarely deliver on their promises.
This book examines fee considerations and country comparisons relating to defined contribution plans for retirement with a focus on increasing access to employer-sponsored plans, raising participation and contribution rates, helping ...
Inherited IRAs: What Every Practitioner Must Know