When you're retired, you don't work, and yet you still need money. We're here to help you unravel that paradox, with all the info on retirement accounts, financial planning, and making ends meet.

Retirement Books

4 results
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4 results
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401(k)s & IRAs For Dummies

Published 10-26-2021

From the basics down to investing, get the most out of your 401(k) and IRA in any economic environment 

When you’re ready to start setting aside (or withdrawing) money for your retirement—whenever that might be—401(k)s & IRAs For Dummies is here for you! It covers both types of retirement plans because they each have valuable tax benefits, and you may be able to  contribute to both at the same time. With the practical advice in this book, you learn how to manage your accounts, minimize your investment risk, and maximize your returns. Sounds like a win-win, no matter your situation or where you’re at in life. 

Written by a well-known expert and ‘father of the 401 (k)’ , Ted Benna, 401(k)s & IRAs For Dummies helps you keep up with the ever-changing rules surrounding both retirement plans—including the rules from the SECURE and CARES Acts—and avoid the mistakes that can lead to higher taxes and penalties. Additional topics include: 

  • Tax strategies before and after retirement 
  • Required distributions and how much you need to take 
  • Penalties for taking money out early and how to avoid them 
  • What happens to your or your spouse’s retirement plan after death or divorce 
  • The rules for taking money out of an inherited plan 
  • Methods for calculating required minimum distributions 
  • Special tax benefits for conversions to Roth IRAs 
  • How to recharacterize IRA or Roth contributions 
  • Why IRA based plans are a better options for many small employers
  • Helping solo entrepreneurs and other small businesses pick the right type of plan

Whether you’re just starting to think about a retirement plan, planning when to retire, or you’re facing retirement, you’ll find useful and practical guidance in 401(k)s & IRAs For Dummies. Get your copy today! 

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Navigating Your Later Years For Dummies, Portable Edition

Published 01-25-2021

As we get older, a host of complicated decisions awaits us, and many of us tend to put them off. Now, there’s a handy guide to help you organize your thoughts and determine what’s best for you. The book covers just about every issue you could face in the future, including whether to stay in your current home, health insurance options, and the creation of wills, trusts, advance directives, and more.

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Retirement Planning For Dummies

Published 02-05-2020

Advice and guidance on planning for retirement

Retirement Planning For Dummies is a one-stop resource to get up to speed on the critical steps needed to ensure you spend your golden years living in the lap of luxury—or at least in the comfort of your own home. 

When attempting to plan for retirement, web searching alone can cause you more headaches than answers, leaving many to feel overwhelmed and defeated. This book takes the guesswork out of the subject and guides readers while they plan the largest financial obligation of their life.

  • Take stock of your finances  
  • Proactively plan for your financial future
  • Seek the help of professionals or go it alone
  • Use online tools to make retirement planning easier

Whether you're just starting out with a 401(k) or you’re a seasoned vet with retirement in your near future, this book helps younger and older generations alike how to plan their retirement.

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401(k)s For Dummies

Published 10-03-2002

Want to know what kind of investment mix you need to make your retirement money grow? Don't know what to do with a 401(k) account from your last job? Worried that your company's 401(k) plan doesn't cut it? Relax! This simple, plain-English guide shows you how to manage your accounts, minimize your risks, and maximize your returns.

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