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JK Lasser's New Rules for Retirement and Tax
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More About This Title JK Lasser's New Rules for Retirement and Tax

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PAUL WESTBROOK, CFP, is the President of Westbrook Financial Advisors in Ridgewood, New Jersey. He manages his own financial and retirement planning firm, where he counsels individuals and conducts seminars for corporations. Westbrook was formerly the national director of the Financial and Retirement Planning Practice for Buck Consultants, the international benefits firm. His previous books include Word Smart for Business, Math Smart for Business, and Business Companion.
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English

Summary of New Tax Law Highlights for Retirement.

Chasing the Big R through Four Financial Steps.

Step 1: Getting Started—Your 10-12-15 Percent Solution.

Investing Is Three Parts Technical, Two Parts Psychological, One Part Faith.

The Sanctity of Savings (aka IRAs, 401(k)s, Keoghs) and the Dangers of Debt.

Your Financial Engine: Your Career.

Step 2: Mid-Career—Setting Your Glide Path to Retirement.

Good News and Bad News for Boomers.

Social Security Insecurity.

Just How Long Will You Live?

Discriminate against the Older Person at Your Own Peril.

The Why of Retirement: How Each Generation Creates Its Own Retirement.

Retirement on a Shoestring.

Step 3: At the Cusp of Retirement—Time for the "I'm about to Retire Worksheet".

The Technical Side of Retiring.

Step 4: In Retirement—Fine-Tuning Your Investments and Expenses.

Estate Planning, Long-Term Care, and Leaving Money.

The Chase Is Over: How You Can Enjoy Retirement Once There.

Appendix A: Retirement and Tax FAQs.

Appendix B: Econ 301: Some Thorny Economic Issues.

Glossary.

Index.

About the Author.

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