Retirement Planning and Employee Benefits

by James F. Dalton, Michael A. Dalton

How does money keep on working when the individual doesn't? Everything about money changes with retirement - when the working mindset goes from production to protection. This comprehensive text explains all the ways to make retirement work. How much is needed to retire? Inside are clever rule of thumbs you can put to work in seven seconds or less. How much money is really money in a retirement plan? With this text, you'll know. How can you save a business owner $40,000, while contributing only $200 for younger employees? Is it better to tax today or during retirement? The answers are inside. Using real data and ample real-life examples, Retirement Planning and Employee Benefits guides you through the intricacies of Roth and other IRAs; ISOs, NQSOs, SERPs, ESPPs and 83(b); Social Security; and the difference between pension, profit sharing, 401(k), 457, and all the other retirement plans. If it's about retirement, it's inside.

Paperback

Published January 1, 2017

Reviews

[Heather · Rating 4 out of 5]

I read this behemoth for my Masters Degree in Personal Financial Planning. There is no other reason anyone would read this sucker if they didn't have to. But, I will say that Money Education does a great job putting the content together in a readable format. I don't mind reading these books other than we have to read so much in a short amount of time. There is no way I'm not giving myself GR credit for reading this book.

[JP · Rating 4 out of 5]

Cfp, good resource