Your Complete Retirement Planning Road Map: The Leave-Nothing-To-Chance, Worry-Free, All-Systems-Go Guide

Author and IRA expert Slott (Parlay Your IRA into a Family Fortune) gives aging baby boomers a guide to the tricky process of managing and accessing their retirement funds while avoiding costly missteps. This is not an investment handbook, but rather focuses on the savings one already has, providing the steps necessary for ""protecting, preserving and passing the balance (if any) in their retirement account to their heirs."" Each chapter covers a different aspect of the retirement process (beneficiaries, custodians, ""stretch opportunity""), addressing ""What it Does,"" ""What's in it for me?"" and ""What if I don't?"" Worksheets are included in each chapter, giving readers a complete set of tools for organizing and calculating. Once you've filled out all the worksheets, Slott also provides some tips on how to find a financial advisor-not as easy as it sounds, Slott warns, because ""99% of all the financial advisors in this country are not prepared...to work on the care of your retirement accounts."" This volume is similarly rare, a straightforward nuts-and-bolts financial guide with a welcoming voice and easy-to-follow advice.