Women and Retirement Planning

Understanding Retirement Plans, Investment Choices, and Retirement Plan Distributions

by Carol J. Ventura & Donald S. Gudhus



Book Details

Language : English
Publication Date : 7/23/2013

Format : E-Book
Dimensions : N/A
Page Count : 152
ISBN : 9781475988062
Format : Softcover
Dimensions : 7.5x9.25
Page Count : 152
ISBN : 9781475988055

About the Book

Retirement used to be funded by defined benefit plans, pensions, and Social Security, but that’s not always the case anymore. With the economy shifting and Social Security funding marked by uncertainty, it has become important for individuals to fund their own retirement accounts. The best way to do this is by saving money in individual plans, such as 401(k)s, 403(b)s, and IRAs.

The overall economy isn’t the only thing that’s changed. Many women are now the primary financial decision makers in their households—even though historically women have been underserved by the financial community.

This guidebook seeks to help you

• make financial decisions that will promote financial security for yourself and your family;

• compare investment choices and pick the ones that are best for you;

• manage the tax implications of withdrawals; and

• pursue strategies that improve your chances of maximizing returns.

The cost of retirement continues to go up, along with health-care costs and prices for necessities like food and gasoline. It’s time to take responsibility for your retirement; you can start today with Women & Retirement Planning.

About the Author

Donald S. Gudhus, MBA, founded Oracle Financial Group in 1993 and specializes in investment management for individual and retirement accounts and tax preparation.

Carol J. Ventura, MBA, CFP®, specializes in retirement plan design and assisting tax professionals in understanding complex rules regarding employer-sponsored retirement plans and individual retirement accounts.