Tell 'em That's My Money You're Messing With!: Retirement Funding: Untold Risk and Mismanagement and How to Avoid It

ISBN-13: 9780595324200 / Angielski / Miękka / 2004 / 264 str.

Gordon W. Bell

Opis

Tell 'em "That's MY Money You're Messing With" is an invaluable resource for anyone who plans on one day retiring or who is already retired. It contains the fiduciary practices from The Center For Fiduciary Studies at The University of Pittsburgh making it an invaluable report for:

All 401(k) participants; who unwittingly may be subjected to an employer's negligence, resulting in a hidden yet large loss to their portfolios.

All employers who have delegated the 401(k) responsibilities to other professionals, believing they have abdicated their fiduciary responsibility.

Most Important; All seniors who wish to safely stay ahead of inflation. Author Gordon Bell AIFA^TM brings over 35 years of consumer research experience, going behind the "Hidden Data Line" to reveal what are essentially trade secrets. In a clear easy to understand language, Bell points out the steps that define prudence leading to a more secure and affluent retirement. Tell 'em "That's MY Money You're Messing With", reveals a litany of fiduciary concerns that can lead to getting market like returns with no risk of principal, reducing taxes to 1.5%, and owning long-term care insurance without the costly premiums etc. Tell 'em "That's MY Money You're Messing With" is a useful resource for anyone contemplating retirement, no matter their current status.