When it comes to planning for retirement, most people need help navigating the maze of tax laws, government regulations, and insurance industry requirements. In a completely revised and updated version, How to Plan for a Secure Retirement provides practical advice designed to help you get the most from your retirement.
In four sections, Elias Zuckerman, Trudy Lieberman, Barry Dickman, and the editors of Consumer Reports address income, housing, health care, and estate planning issues. They tell you how to address today’s retirement realities with information on such topics as assessing your financial position, learning the ins and outs of Medicare, identifying potential tax breaks, minimizing estate taxes, setting up trusts, and managing today’s investment options.
Younger readers will find pointers on saving for retirement. Older readers will learn how to determine if and when they can afford to retire. All readers will find useful tips and cautions on saving, investing, and managing taxes.