Cover image for Ernst & Young's retirement planning guide
Ernst & Young's retirement planning guide
Arnone, William J.
Special tax edition.
Publication Information:
New York : Wiley, [2002]

Physical Description:
xii, 308 pages : illustrations, map ; 24 cm
General Note:
Includes index.
Added Author:
Added Corporate Author:
Format :


Call Number
Material Type
Home Location
Item Holds
HG179 .E733 2002 Adult Non-Fiction Central Closed Stacks

On Order



Use the New Tax Law to Retire on Your Terms

Are you planning your retirement with the Economic Growth and Tax Relief Reconciliation Act of 2001 in mind? If not, you could be missing out on important changes that could help you build a larger nest egg or even retire early. Drawing on the experience of the nation's premier tax and financial planners, Ernst & Young's Retirement Planning Guide, Special Tax Edition shows you how to use the new tax law to plan for a secure future-whether you're just getting started or on the verge of retirement.

This practical guide highlights key financial and personal issues you need to consider during your pre-retirement and retirement years, including essential information on how the new tax law will affect your retirement.

From guidance on portfolio diversification and Social Security to the new tax rules that will impact IRAs and 401(k) plans, Ernst & Young's Retirement Planning Guide, Special Tax Edition provides the insight and assistance you need to take advantage of the new tax law and plan for a financially secure future.
* The effect the new tax law will have on your retirement plan-from pension withdrawals to IRA limits and new tax-deferred plans
* The latest financial instruments for retirement savings
* Worksheets, tips, and action items, as well as additional resources, including Web sites
* Strategies to overcome adverse financial events
* Wealth-building techniques to help you retire early
* Practical ideas and easy-to-understand charts and tables

Author Notes

ERNST & YOUNG LLP is one of the nation's leading professional services firms, providing tax, assurance, and advisory business services to thousands of individuals as well as domestic and global businesses. The firm is the author of the bestselling Ernst & Young Tax Guide, The Ernst & Young Tax Saver's Guide, Ernst & Young's Profit from the New Tax Law, and a wide array of books on business and finance. Visit Ernst & Young's Web site at

Table of Contents

About the Authorsp. vii
Acknowledgmentsp. x
Introductionp. xi
1 Wake-Up Callp. 1
2 Will You Have Enough to Retire?p. 11
3 Spendingp. 37
4 Investingp. 47
5 Lifestylep. 75
6 Tax-Deferred Savings Plans for Retirementp. 83
7 Tax and Plan Distribution Issuesp. 99
8 Social Security Issuesp. 115
9 Insurance Issuesp. 125
10 Personal and Transitional Issuesp. 145
11 Spending in Retirementp. 169
12 Investing in Retirementp. 183
13 Alternative Retirement Scenarios and Postretirement Opportunitiesp. 203
14 Retirement Issues Affecting Executivesp. 211
15 Retirement Issues Affecting the Self-Employedp. 219
16 Retirement Issues Affecting Womenp. 231
17 Retirement Issues Affecting Nontraditional Familiesp. 245
18 Retirement and Technologyp. 257
19 Health Costs and Care in Retirementp. 265
Appendix I Taxation of Qualified Retirement Plan Distributionsp. 279
Appendix II Long-Term Care Insurancep. 293
Appendix III The Ten Standard Medigap Plansp. 298
Indexp. 301