Personal-finance

Book reviews for "Personal-finance" sorted by average review score:

The 401(k) Plan Management Handbook: A Guide for Sponsors and Their Advisors

Published in Hardcover by McGraw-Hill Companies (01 May, 1996)

Authors: Jeffrey M. Miller and Maureen M. Phillips

Amazon base price: $55.00
Used price: $2.99

The 401(K) Plan Handbook

Published in Hardcover by Aspen Publishers (15 January, 1997)

Author: Julie Jason

Amazon base price: $96.00
Used price: $199.00

Average review score:

The 401(k) Plan Handbook is a lifesaver!

Julie Jason's book helped me tackle setting up a 401(k) plan for my company. The book saved me time and money. I loved the charts and samples forms.

The 401(k) Millionaire

Published in Hardcover by Villard Books (01 January, 1999)

Author: Knute Iwaszko

Amazon base price: $19.95
Used price: $0.40
Collectible price: $4.00
Buy one from zShops for: $1.45

If you have access to a company-sponsored retirement plan but are virtually clueless about such things as dollar-cost averaging and asset allocation, The 401(k) Millionaire: How I Started with Nothing and Made a Million--And You Can, Too will provide the information required to begin preparing for your financial future. Written by "regular guy" Knute Iwaszko and business journalist Brian O'Connell, this very readable and quite informative primer outlines all of the basics needed for novice investors to start parlaying 401(k) programs offered by their employers into formidable sums by retirement time. Iwaszko--a former chemist, salesman, and innkeeper with no formal knowledge of the workings of Wall Street--constructed his own seven-figure portfolio by following five ironclad rules: start investing early, maximize your contributions, learn all you can, be as aggressive as possible, and never touch any of your money until retirement. By expanding upon this doctrine, and offering the essentials on various investment vehicles and strategies, he shows how practically anyone committed to the process can create a nest egg for his or her postemployment years, no matter when it was started or how much earned. "Anyone can do it and I'm living proof," he writes. --Howard Rothman

Average review score:

Enjoyable and compact

If you are looking at a quick, easy way to learn about 401(k) plans, then pick this up.

Knute Iwaszko does a good job of simply describing what it takes have a successful 401(k) plan. Through "Knutes Knotes" and good commentary, novices to retirement plans will benefit and enjoy. The moral of the book is save as early and as much as you can. As an added bonus, Knute demystifies some of those investing terms that many of us are afraid to ask about.

I wouldn't recommend this book for anyone who is knowledgable with 401(k) plans and investing. This book will just be filled with obvious common sense for them. I feel like I knew a decent amount, and still feel like I took a good deal of information out of it.

Your retirement just may depend upon it.

Changing my ways in 1999!

I never saved much because I didn't believe my small savings could make any difference and I never knew what to do with my money. Read this book to learn why saving is key and time (and compound interest!) are your best friends. The book also suggests money allocation strategies as you get nearer to your goals.

Just Great!

I write as a retired individual who started investing toward the end of my career. When I was young I was advised to save $20 a month, but to someone who was earning $27.50 a week it was not in the cards. Much later when my company came out with a plan to match up to 10% of my contribution I started saving. Unfortunately travel enticed me more and I routinely dipped into these funds. With all of this, I was still, in retrospect and un-knowingly, following his plan. It does work. Too bad for me, that I did not have sufficient discipline and was not satisfied with reading about "Far-away Places". All in all, everything worked out for the best. Give it a chance and you will be very pleased with the results. Way to go Knute!

401K Answer Book Forms and Worksheets, 2001

Published in Hardcover by Aspen Pub (01 June, 2001)

Author: Emjay Corporation

Amazon base price: $160.00
Collectible price: $90.00

401(k)s for Dummies

Published in Paperback by For Dummies (07 October, 2002)

Authors: Ted Benna and Brenda Watson Newmann

Amazon base price: $11.89
List price: $16.99 (that's 30% off!)
Used price: $5.70
Collectible price: $16.99
Buy one from zShops for: $5.70

401(K) Today: Designing, Maintaining, & Maximizing Your Company's Plan

Published in Paperback by Berrett-Koehler Publishers (01 September, 1999)

Author: Stephen J. Butler

Amazon base price: $27.95
Used price: $10.25
Collectible price: $29.95

Average review score:

An Excellent Overview of the Pension Industry

A very good overview - but by no means an in depth survey - of establishing and maintaining a defined contribution or benefit plan for a company.

Covered are the compliance issues, changes and ammendments to ERISA, and detail on plan distributions.

Not the only book to have on the pension industry - but if you work in the field, one to include in your pension library!

A real standout in this field

Author Butler is famous for the "Butler Index," which shows the hidden costs of having your 401k managed by the wrong people. Because he is not selling anything, unlike many others in the pension advice field, his advice is reliable. Well written and "two thumbs up" for this walking "consumer reports of 401k."

401(k) Success Stories : Discover How People Invest the Easy Way

Published in Paperback by Financial Literacy Center (01 January, 2001)

Authors: Gina DeLapa, Julyette Jacobs, and Anne Guerriero

Amazon base price: $9.95
Used price: $1.39
Collectible price: $1.99
Buy one from zShops for: $7.50

401(k) Plans: A Comprehensive Planning and Compliance Guide, 2nd Edition

Published in Hardcover by John Wiley & Sons Inc (07 September, 1996)

Authors: Michael E. Lloyd, Bruce J. McNeil, and Lowell M., Jr Smith

Amazon base price: $155.00

Average review score:

An Excellent Source for Pension Administrators

Want to know the inside scoop on ACP/ADP testing? What to know the differences between a Defined Contribution and Defined Benefit Plan? Then this is a great place to start. If the Pension Answer Books series was never invented, this would be the primary source of information for Pension Administrators. This book goes into great detail about the compliance and regulatory issues and their application to retirement plans. This book is truly an essential resource to anyone in the Retirement/Pension field.

401(K) Plans

Published in Paperback by Dearborn Trade (01 August, 1997)

Author: Dearborn Financial Institute

Amazon base price: $29.00
Used price: $7.79
Buy one from zShops for: $20.81

Average review score:

Okay, but not up to date...

In a field as "ever-changing" as retirement plan management and pension administration, it takes a special set of resources to keep up with these changes. Dearborn is excellent, simply top notch with their securities and insurance publications; but with defined contribution and pension plans, unfortunately, their data is lacking, too basic, and out of date. Emphasis should be placed on compliance testing as well as the reform bills passed through congress affecting pension plans. I just don't feel this is covered here.

If you want the creme de la creme of pension books, get Aspen Publishing's pension answer book series.

Much Better Than Previous Version

Pension books are like Y2k Survival Guides. Once the year in question is over, what good is the book? That's what you run into with Pension books nowadays, material that has to be updated on a yearly basis or it's woefully out of date.

As I mentioned in a previous review of the 1996/97 version of this book, it was lacking in the compliance and regulatory sections. These sections are KEY to understanding pension plans.

As a former student of Dearborn's security texts, I can tell you they are THE source for any of the securities exams - absolute top notch. But when it comes to pensions, they need to incorporate more detail and focus separately on defined contribution and defined benefit plans.

401(k) Answer Book: Forms & Worksheets

Published in Paperback by Panel Publishers (July, 2002)

Author: Panel Publishers

Amazon base price: $175.00

Related Subjects: Money Book Review 401k 403(b) 457-plan 529-plan-college-savings Credit-card Credit-repair Debit-card Debt-consolidation Education-Savings-Account Employee-stock-option Individual-Retirement-Account Insurance Pension Social-security Wealth
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