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Summary
Summary
This text offers a fresh take on one of today's hottest money matters by outlining ways to tap most effectively into the retirement nest egg that you're currently nurturing. Malaspina shows instead how to maximize what you're (hopefully) already building so you'll (hopefully) always have what you need.
Author Notes
Margaret A. Malaspina is principal of Malaspina Communications, a Massachusetts-based firm that serves some of the country's largest investment companies. A former vice president at Fidelity Investments, Malaspina helped forge Fidelity's corporate communications strategies in the early 1980s. She created the firm's book publishing venture, launched the writing career of fund-manager-turned-best-selling-author Peter Lynch, and was part of the executive management team that started Worth magazine.
Reviews 1
Library Journal Review
Personal finance writer and financial education specialist Malaspina presents an excellent summary of the many options and decisions likely to be faced by the massive baby boomer population as they near retirement. She discusses such related topics as how to take money out of retirement plans, how to create a paycheck, how to manage assets as part of an estate or inherited from someone else's estate, how to provide for a spouse and transfer wealth to heirs, and how to seek guidance in selecting a financial advisor. This work's user-friendly approach to the complex decisions that have to be made about retirement savings set it apart from the crowd of other programs available. With narration by Susan O'Malley, this is highly recommended for all public libraries.ÄDale Farris, Groves, TX (c) Copyright 2010. Library Journals LLC, a wholly owned subsidiary of Media Source, Inc. No redistribution permitted.
Table of Contents
| Acknowledgments | p. viii |
| Introduction | p. 1 |
| Part 1 How Retirement Income Has Changed | p. 16 |
| Chapter 1 The Myth of Yesterday's Bountiful Retirement | p. 18 |
| Chapter 2 Why Tomorrow's Retirement Will Be Different--and What That Means to You | p. 26 |
| Part II Zeroing in on Your Retirement Resources | p. 34 |
| Chapter 3 Where to Go, What to Ask--and Why | p. 36 |
| Part III Retirement Countdown | p. 66 |
| Chapter 4 The Big Picture | p. 68 |
| Chapter 5 Your Workplace Savings: Take It, Leave It, or Roll It Over? | p. 112 |
| Part IV How to Get the Most from Your Retirement Savings | p. 150 |
| Chapter 6 The Promise of Lifetime Income from Your Employer's Pension Plan | p. 154 |
| Chapter 7 It's Your Nickel! Your Workplace Retirement Savings Plans | p. 172 |
| Chapter 8 On Your Own: Your Individual Retirement Savings | p. 188 |
| Part V Turning Your Assets into Income | p. 196 |
| Chapter 9 Creating Your Retirement Paycheck | p. 198 |
| Chapter 10 Minimum Distributions, Maximum Challenge: When the IRS Says "Show Me the Money" | p. 224 |
| Part VI Your Retirement Assets as Part of Your Estate | p. 238 |
| Chapter 11 Who Gets Your Retirement Assets after You're Gone? | p. 240 |
| Chapter 12 When You Inherit Retirement Plan Assets | p. 252 |
| Resources | p. 261 |
| Glossary | p. 267 |
| Index | p. 272 |