The Retirement Survival Guide: How to Make Smart Financial Decisions in Good Times and Bad

Product Description

From a top investment advisor comes time-tested, rock-solid retirement advice for people of every income level.
Given today’s dire headlines, planning a secure retirement has become a more critical task than ever. This revised edition of Julie Jason’s award-winning guide—updated to reflect current laws and statistics—will help Americans seeking safety and stability in a time of economic change. In addition to showing those on the verge of retirement how to create their own “personal pension,” investment educator Jason deftly guides prospective retirees through the otherwise bewildering process of evaluating their needs, anticipating future expenses (and managing current ones), and converting present assets into future retirement income. To achieve this goal, she assembles—and shares with the reader—an entire tool kit of self-assessments, tables, checklists, and essential questions.

Review

Praise for the original edition:

Winner of the 2010 EIFLE Award for Excellence in Financial Literacy Education      

Winner of the 2010 International Book Award for Personal Finance

Winner of the 2010 National Best Books Award for Personal Finance
 
“A fast read on a difficult-to-follow subject. In these tougher times, a guide like this becomes an even more invaluable tool.” —Jonathan Dahl, Editor in Chief,
SmartMoney
 
“Hard-working Americans need a road map through today’s bewildering financial world. From the basics of financial planning to understanding how to secure a dignified retirement, Julie Jason has provided a financial GPS for attaining your goals.”
—Joseph Borg, Director, Alabama Securities Commission

“Whether you’re a do-it-yourself investor or want a professional to help you,
The AARP Retirement Survival Guide spells out what you need to consider and understand to make informed retirement-income planning decisions.” —Betty Meredith, InFRE Retirement Resource Center
 
“[I]t’s well worth the book’s cover price to delve into these somewhat arcane financial instruments if only because the author posits, in plain English, the ups and downs . . . If that isn’t clear enough, she creates a fictional case study with numbers and charts, accompanied by a straightforward assessment on ease of understanding, complexity, risks, safety, costs and taxes, and the salesperson’s motivation. That approach characterizes all of the chapters, whether on tax-deferred accounts or sales scams to avoid. Resources and research cinch the deal to consider this top of the borrower’s pile.”
—Booklist

About the Author

Julie Jason is a personal money manager who began her career as a securities lawyer 30 years ago. A proponent of investor protection, Ms. Jason writes and lectures on investment topics. Her award-winning weekly column, published in the Sunday business sections of the
Stamford Advocate and the
Greenwich Time, is in its 18th year of publication. The column has been recognized by the IRS for “accurate, timely, informative, and helpful tax information,” and by the Connecticut Society of Journalists and Authors for excellence in journalism. Ms. Jason is also the author of
Managing Retirement Wealth (Sterling).