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Preface | ix | |
Acknowledgments | xi | |
Introduction | xiii | |
1. | Ten Questions to Ask about Retirement | 1 |
2. | What is a 403(b) and How Does It Compare to Other Retirement Plans? | 13 |
3. | 403(b) Plan Secrets | 31 |
4. | Choosing the Best 403(b) Vehicle | 45 |
5. | Mutual Funds 101 | 59 |
6. | Planning and Saving for Retirement | 77 |
7. | Managed versus Index Funds | 93 |
8. | Buy and Hold or Go for the Gold? Investing in Bull and Bear Markets | 105 |
9. | Creating a Balanced Portfolio | 119 |
10. | Tried-and-True Investment Strategies | 137 |
11. | Hired Help | 153 |
12. | Changing Choices Changing Jobs | 169 |
13. | The Retirement Years | 181 |
14. | Profile of a Successful 403(b) Investor | 199 |
Appendix A | New Tax Legislation and What It Means | 213 |
Appendix B | IRS Publication 571: Tax-Sheltered Annuity Programs for Employees of Public Schools and Certain Tax-Exempt Organizations | 217 |
Appendix C | Social Security Online: Frequently Asked Questions | 225 |
Appendix D | How to Read a Mutual Fund Prospectus--Simplified | 227 |
Appendix E | How to Read a Morningstar Quicktake Report | 229 |
Appendix F | Helpful Web Sites | 233 |
Notes | 239 | |
Glossary | 245 | |
Index | 249 |
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Add J. K. Lasser's Winning with Your 403, BUILD A SOLID RETIREMENT FOUNDATION BY TAKING CHARGE OF YOUR 403(b) Learning how to properly choose and maintain a 403(b) plan can be confusing and downright frightening without the proper information. J.K. Lasser's Winning with Your 403(b) will educat, J. K. Lasser's Winning with Your 403 to the inventory that you are selling on WonderClubX
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Add J. K. Lasser's Winning with Your 403, BUILD A SOLID RETIREMENT FOUNDATION BY TAKING CHARGE OF YOUR 403(b) Learning how to properly choose and maintain a 403(b) plan can be confusing and downright frightening without the proper information. J.K. Lasser's Winning with Your 403(b) will educat, J. K. Lasser's Winning with Your 403 to your collection on WonderClub |