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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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

3.41 of 5 stars 3.41  ·  rating details  ·  22 ratings  ·  5 reviews
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 generatio...more
ebook, 384 pages
Published November 19th 2008 by Ballantine Books (first published 2006)
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Sep 11, 2008 Angela rated it 5 of 5 stars  ·  review of another edition
Recommends it for: people planing their complex estates
I appreciated the forms included in this book and how the author conceptualized a pie-type strategy to make sure all the bases are covered. A person can't focus on every area at once, so taking small bites and seeing how everything was related to the big picture helped formulate a sound plan.
I read the first two chapters. Ultimately, it incentivized me to seek out professional financial planning help. It was approachable and well written but many of the topics didn't apply to my circumstances.
So boring... I couldn't even get through it. I'm sure it has useful information, but I kept falling asleep.
I only read the chapt. on Roth IRA and skimmed the rest. The Roth chapt. was informative and usefull.
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