How to Build, Protect, and Maintain Your 401(k) Plan: Strategies & Tactics

by Dale Rogers and Craig Rogers

'You'll never have more money than you plan to have You could certainly end up with less, but never more. Therefore, the goal of this booklet is to make sure that, at the very least, you end up with what you plan to have at retirement."- Dale Rogers, CPCPresident, Rogers Capital Management, Inc.For a growing percentage of the population, 401(k) plans form the cornerstone of their retirement savings. Therefore, building a bullet-proof 401(k) plan,...

• Format: Paperback
• Language: English
• ISBN: 1592800971
• ISBN13: 9781592800971
• Release Date: February 2004
• Publisher: Marketplace Books, Inc.
• Length: 124 Pages
• Weight: 0.48 lbs.
• Dimensions: 0.3" x 5.5" x 8.5"

Customer Reviews

Great Book

This is a great book for anyone who is interested in planning for their retirement future and searching for an investment strategy in today's complex market conditions. Investors on all levels will find this book informative and easy to comprehend.

Great book for any investor!

This book is a must read for any investor. It covers everything from getting started in your 401(k) to helping select the funds that are right for your retirment goals. It is a wonderful tool for building the knowledge you need to get started planning your retirement. For a seasoned investor this book contains information to fill in the missing pieces in your retirment plan.

New Investor

I am 25 years old and never thought about saving for my retirement until my mother gave me this book. It is so easy to follow and understand. I started contribution to my companies 401(k) plan before I even finished the book! Honestly, I never really paid that much attention to the fact that a plan was even available.The writers did a great job putting this book together and I will recommend it to everyone!I am so excited about my future! Maybe I can be a millionare too!

All the things I have done wrong.

As an introductory comment I will say that I am a 59 year old single man facing retirement in just a few short years. My hopes and dreams for retirement have only been schemes. While I have, from time to time, participated in 401(k) plans, I always thought I had a better idea. I didn't!The book lays out in relatively few words a fool-proof method for making dreams turn in to reality. This book provides a good overview of the 401(k) plan and how it works. Although it is very factual, if you kind of squint your eyes while you read it, you will detect a certain amount of poignant humor directed at our basic human nature and the misconceptions that we all have about saving money.I found the book to be very interesting reading. Although I am somewhat familiar with the 401(k) concept, my thinking, like so many folks, has dramatically changed as a result of the book. I found the portfilio alternatives to be of most interest and the down to earth explanation of their makeup was an eye-opener.While I qualify for many "senior citizen" discounts, it's still not too late to follow the guidelines identified in the book and put the knowledge and expertise of writers to work for me.If you are interested in a nuts and bolts explanation of a 401(k) plan, how it works, the variety of options available to the investor and what this plan can do for you - read the book.If you think you have all the answers - read the book. If you have children entering the workforce - read the book then give it to them to read.I am very thankful to Dale and Craig for sharing their knowledge with me and making it available to everyone. I highly recomment the book and have shared it with my family members.After reading the book my only comment was "Where do I sign-up?"

Investing 101

An excellent, plain language guide for investors new to their 401(k) plan. The authors take a difficult subject and make the stratagies simple to understand and implement.