Stop the Retirement Rip-off: How to Avoid Hidden Fees and Keep More of Your Money
Buy Rights Online Buy Rights

Rights Contact Login For More Details

More About This Title Stop the Retirement Rip-off: How to Avoid Hidden Fees and Keep More of Your Money

English

David B. Loeper is the founder and CEO of Financeware, Inc. He has appeared on CNBC and Bloomberg TV, served on the Investment Advisory Committee of the $30 billion Virginia Retirement System, and was chairman of the Advisory Council for the Investment Management Consultants Association (IMCA). He earned the CIMA designation (Certified Investment Management Analyst) from Wharton Business School in 1990 in conjunction with IMCA.

English

Preface.

Acknowledgments.

Introduction The Five Steps YOU Can Take.

Chapter 1 Step One: Understanding the REAL and HIDDEN Expenses You Pay.

Chapter 2 Deeply Hidden Expenses.

Chapter 3 The Price to Your Lifestyle of Needless Expenses.

Chapter 4 Step Two: Complaining without Sounding Like a Complainer.

Chapter 5 Step Three: Rallying Your Troops—Just One Coworker Can Help.

Chapter 6 Step Four: What Happens If My Employer Ignores Us?

Chapter 7 Step Five: Now That My Retirement Plan Is Fixed, How Can I Make the Most of My Life?

Chapter 8 Resources, Investment Selection, Asset Allocation, Tools, and Advice.

Appendix A Lifestyle Prices of Excessive Retirement Plan Expenses.

Appendix B Sample 401(k) Participant Statement.

Appendix C Sample Summary Annual Reports.

Appendix D Sample Annual Form 5500 Reports.

About the Author.

Index.

loading