J.K. Lasser's Winning With Your 403 B,9780471412113

J.K. Lasser's Winning With Your 403 B

by
ISBN13: 9780471412113
ISBN10: 0471412112
Format: Paperback
Pub. Date: 2001-09-01
Publisher(s): John Wiley & Sons Inc
List Price: $18.13

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Summary

The most trusted name in tax! April 15th comes once a year. But the new tax laws will change the way we save and plan our financial affairs all year-round. That's why J.K. Lasser provides a comprehensive library of smart financial planning and investing advice for all your needs-for tax season and beyond. J.K. Lasser'strade; Your Income Tax 2002 and J.K. Lasser'strade; Year-Round Tax Strategies 2002 give early planners a head start on understanding the new tax regulations and preparing for filing the return on April 15th. And Lasser's personal finance guides help you make the most of your money from every angle. Consider it total care for your wealth and financial well-being, 365 days a year.

Table of Contents

Preface ix
Acknowledgments xi
Introduction xiii
Ten Questions to Ask about Retirement
1(12)
What is a 403(b) and How Does It Compare to Other Retirement Plans?
13(18)
403(b) Plan Secrets
31(14)
Choosing the Best 403(b) Vehicle
45(14)
Mutual Funds 101
59(18)
Planning and Saving for Retirement
77(16)
Managed versus Index Funds
93(12)
Buy and Hold or Go for the Gold? Investing in Bull and Bear Markets
105(14)
Creating a Balanced Portfolio
119(18)
Tried-and-True Investment Strategies
137(16)
Hired Help
153(16)
Changing Choices Changing Jobs
169(12)
The Retirement Years
181(18)
Profile of a Successful 403(b) Investor
199(14)
Appendix A---New Tax Legislation and What It Means 213(4)
Appendix B---IRS Publication 571: Tax-Sheltered Annuity Programs for Employees of Public Schools and Certain Tax-Exempt Organizations 217(8)
Appendix C---Social Security Online: Frequently Asked Questions 225(2)
Appendix D---How to Read a Mutual Fund Prospectus---Simplified 227(2)
Appendix E---How to Read a Morningstar Quicktake Report 229(4)
Appendix F---Helpful Web Sites 233(6)
Notes 239(6)
Glossary 245(4)
Index 249

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