RETIREMENT PLANNING+EMPLOYEE..-W/ACCESS

by Michael A. Dalton, James F. 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, 2020

Reviews

[Jacqueline Waite · Rating 3 out of 5]

So much info, my brain hurt. Nothing against Dalton, but I feel the retirement section of the exam should cover more retirement planning and strategy rather than structure and regulation surrounding pension plans, but what do I know.