The Retirement Savings Time Bomb: How to Defuse It

Read an Excerpt

Playing The 'Back 9'
In the not so distant past, the issue of protecting retirement savings rather than investing for retirement might have been considered putting the cart before the horse. Not any longer.

Chapter 1: The Crime of the Century
Let me tell you about Ann, a woman with a nest egg consisting mainly of her 403(b), a tax-deferred retirement account for employees of nonprofit entities such as schools and hospitals. A widow, she was retired from her job of 30 years as a New York City

For baby boomers reaching retirement age and the millions of other Americans who keep most of their assets invested in IRAs, 401(k)s, and similar retirement plans, financial expert Ed Slott's eye-opening guide is a must-have resource to help protect those savings from the IRS. Through his simple 5-Step Action Plan, Ed Slott's down-to-earth, clear-cut, and often humorous approach shows everyday investors how to distribute, roll over, withdraw, and secure their retirement savings (and their inherited nest eggs) against Uncle Sam.

Ed Slott is a highly sought-after professional speaker, CPA, and tax adviser. His diverse client list includes major corporations such as Fidelity Investments, American Express, Merrill Lynch, Nationwide Insurance, and Oppenheimer Funds. Ed Slott frequently appears in The Wall Street Journal, The New York Times, USA Today, and on broadcast television and radio programs nationwide.

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