This book is designed to give you the latest information on how to maximize your retirement benefits. Learn how and when to claim Social Security benefits and take distribution of IRAs and other accounts, as well as what you need to know about minimum distribution rules, beneficiary designations, life insurance, commercial annuities, rollover IRAs – and much more.
Summary of Contents
- Accumulation Planning: Understanding Financial Products and Investments
- Social Security: What You Should Know before You Retire
- Retirement Benefits Planning: IRA & Qualified Plan Distribution Planning