J.K. Lasser's New Rules for Retirement and Tax

Whether you are a professional financial planner or someone who just wants to know more about retirement planning, you will find something in this book for you.In 200 pages, this book covers what you need to know about retirement planning with clarity and depth, including the new tax changes in 2001, the maximum contribution limits and deductibles for IRA and 401(k). In fact, most of the complex material is covered in just about 30 pages and yet it covers the same material with greater clarity than some of the other books who spend over 300 pages. For those who want more details, the book also includes worksheets for calculations. It also includes discussion of thorny issues like pension income, social security, and projecting 3 stages of retirement spending levels.I would highly recommend this book.

Whether you are a professional financial planner or just someone who wants to know more about retirement planning, you will find something in this book for you. In 200 pages, this book covers the material that some of the other books who spend far more pages could not have done. In fact, the really complex material is covered in just about 30 pages and it takes some of the other books almost 300 pages to cover the same thing.This book tells you exactly what you need to know, including the updates from the tax law in 2001 and how it impacts retirement savings. All the confusion with the maximum contributions and deductible limits with IRA and 401(k) are all explained. But it goes beyond that to include actual worksheets for those who want more details. It also explains some of the more thorny issues like Pension income and the 3 stages of retirement spending levels.Overall, I would highly recommend this book.

I expected a typically, dry, boring book, but I was pleasantly surprised. It was well written and gave me insightful advice, including useful worksheets, tax advice, and many other ideas. I recommend it highly for anyone planning to retire.

As a longtime fan of Paul Westbrook's, and having benefited greatly from his advice, I'm admittedly biased in his favor. I can say with all honesty that this book is a thorough, well-written guide, easily accessible to the uninitiated. It should be a boon to anyone who wants to understand how to plan his or her financial future.