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
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
This is the same diagnostic system I use with my own clients and with the financial advisors I train. So, going through it will be like having me sitting beside you, whispering in your ear, guiding you every step of the way.”
–from Your Complete Retirement Planning Road Map
Corporate pensions are disappearing. Social Security is in trouble. And the sizable postwar generation is reaching retirement age. With the futures of millions of Americans at stake, Ed Slott, the country’s foremost retirement planning advisor, now offers expert advice on weathering the perfect storm of financial instability that looms on the horizon. Your Complete Retirement Planning Road Map, Slott’s most essential and accessible book yet, provides clear step-by-step directions through the highways and byways of IRAs, 401(k)s, 403(b)s, and other major accounts.
In five helpfully focused sections, Slott combines crucial facts with interactive checklists and questionnaires (those he
Rating: 
(out of 17 reviews)
List Price: $ 15.95
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Review by Searcher for 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
Rating:
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.
Review by Lawrence Towers for 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
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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.
Review by Mike for 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
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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.
Review by James Lange for 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
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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
Review by Steven E. Kelly for 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
Rating:
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.