Publications

A 401(k) Owner's Manual

Type
Link
Cost
Paid
Published
2020
Full Name
A 401(k) Owner's Manual: Your Guide To the 401(k) Employer Retirement Plan

A 401(k) Owner's Manual is a very good place to start learning about employer 401(k) retirement savings plans. In this book, you will find how to start, how to make contributions, how you can take distributions from the plan, and much more. It's the owner's manual that you never knew existed.

Praise for A 401(k) Owner's Manual


"Another soon-to-be classic in Jim's Owner Manual series that explains in layman's terms how complicated financial programs work. He makes it easy to read and understand. A must-read for anyone who participates in a 401(k) plan."

David Barnett, CFP, Barnett Financial Planning


"An excellent primer on the defined contributions plans. The 401(k) and other defined-contribution plans are a topic that's confusing to many clients. The rules can be complicated and are not intuitive. I plan to keep several copies on hand to gift to clients."

Skip Fleming, CFP, Lodestar Financial Planning


"So many employees have no clue about their 401(k) plans. This book demystifies these accounts and provides such valuable information for both financial planners and their clients alike."

Steve Highsmith, CFP, Highsmith Financial Planning LLC