J.K. Lasser's New Rules for Retirement and Tax

Author: Paul Westbrook
List Price: $16.95
Our Price: Click to see the latest and low price
ISBN: 0471104752
Publisher: John Wiley & Sons (04 September, 2001)
Sales Rank: 308,952
Average Customer Rating: 5 out of 5

Customer Reviews

Rating: 5 out of 5
Great Explanation, Clear, and tell you exactly what you need
Whether you are a professional financial planner or just someone who wants to know more about retirement planning, you will find something in this book for you. In 200 pages, this book covers the material that some of the other books who spend far more pages could not have done. In fact, the really complex material is covered in just about 30 pages and it takes some of the other books almost 300 pages to cover the same thing.

This book tells you exactly what you need to know, including the updates from the tax law in 2001 and how it impacts retirement savings. All the confusion with the maximum contributions and deductible limits with IRA and 401(k) are all explained. But it goes beyond that to include actual worksheets for those who want more details. It also explains some of the more thorny issues like Pension income and the 3 stages of retirement spending levels.

Overall, I would highly recommend this book.

Rating: 5 out of 5
Great Retirement Book!
I expected a typically, dry, boring book, but I was pleasantly surprised. It was well written and gave me insightful advice, including useful worksheets, tax advice, and many other ideas. I recommend it highly for anyone planning to retire.

Rating: 5 out of 5
J.K. Lasser's New Rules for Retirement and Tax
As a longtime fan of Paul Westbrook's, and having benefited greatly from his advice, I'm admittedly biased in his favor. I can say with all honesty that this book is a thorough, well-written guide, easily accessible to the uninitiated. It should be a boon to anyone who wants to understand how to plan his or her financial future.

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