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2 of 2 found the following review helpful:
 One of the best Mar 11, 2008
As a financial advisor in the senior market, I found this book to be an indepth source of advise to those seeking the proper way to protect their wealth.
1 of 1 found the following review helpful:
IRA facts Mar 04, 2008
Ed Slott is the guru of IRA plans. This is an excellent book that you should read to avoid mistakes with your IRA plan.
1 of 1 found the following review helpful:
Great even for novices Feb 08, 2008
i'm only part way through this,but it's going to be helpful for my business in assisting people plan for retirement. And it would be good for a lay person, easy to understand.
4 of 4 found the following review helpful:
 Great Book - Misleading Title Jan 10, 2008
Wish I had read the reviews before purchasing...from the title I expected a complete roadmap to retirement. Instead I got a complete roadmap to leveraging my 401Ks, IRAs, and 457s. There was excellent, easy to read information about these that I have put into practice. This info was new to me and I appreciated the author's practical, down-to-earth way of explaining it to me. I also wish there was a website with templates to download. It's hard to write in the little space provided on the forms in the hardbound book. So, bottom line, excellent information but not a complete roadmap to retirement.
38 of 39 found the following review helpful:
A Financial Guide, not a Complete Guide Feb 18, 2007
To me the title of this otherwise excellent book is somewhat misleading. It should say something like 'Your Complete FINANCIAL Planning Road Map.' That is, it doesn't go into things like should you move to the sunbelt, or how much money will you need, or medical aspects or any of these other subjects. Instead it is a very complete discussion on the tax issues of investing for retirement.
This book talks about IRA's, and Roth IRA's, and 401(k)'s, and all the other alphabet soup of the tax system in the United States. It is complete and up to date as recent as the 2006 changes to the tax laws.
A major part of the book consists of check lists that you should go over as part of your retirement/estate planning. These also are very well thought out and force you to think about things you would otherwise ignore.
A minor complaint, these checklists are printed in the book. I'd much rather see them on the web or in a CD bound into the book. He says you should fill them in using pencil in case you later want to make changes. I'd like it better to fill them in on a computer and then print them out. Once again, the information is there and more complete than you'd imagine, so you can consider this a minor complaint.
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