Client Testimonials

This 401K kit is well organized. I was able to use it, immediately, to answer 'basic questions' to help a relative avoid a costly mistake and, more importantly, to learn 'options' that could help. - S. Jackson

So, now I am happy to find out that they offer this comprehensive guide on retirement plans which I am very interested in. - S. B.

Very well written and easy to read with lots of examples. I found this a great reference and is a must own for anyone with an 401k plan. Great for anyone looking to know the tax rules and distibution methods of their retirement plans. - D. L.

In my career, I work almost exclusively with retirees, and I have found this book to be the best resource for Retirement Distributions. - A. R.

This is a great resource--clear, concise, easy to digest, well indexed, and written for the lay person. Knowing the rules for taking money out of your retirement accounts is important even if you're still putting money away--it allows you to make much better decisions about your investments. - H. B.

A solid guide written especially for lay readers to better understand the types of retirement plans available in America. From tax issues, including taxes on early distributions, to the time at which one is required to take some distributions. It is a practical, easy-to-understand instructional manual.- A.H

The book is readable, comprehensive and not too technical. I found answers to a lot of my questions. I particularly liked that I could find the information I needed without reading the whole book. My advice: If you are within 5 years of retirement, this book should be on your "must read" list. - B. Amani

Your 401K guide laid out everything you need to know to retire. It is extremely well-organized and well-written. I gave a copy to my financial advisor and told him I finally understood all the stuff he was trying to explain to me. - C. Kaverlia