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

by Horowitz, Pam

• ISBN13: 9780471412113
• ISBN10: 0471412112
• Format: Paperback
• Copyright: 2001-09-01
• Publisher: John Wiley & Sons Inc

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