Additional Material – Director’s Cuts

When I submitted the manuscript to Debbie Englander, my editor at John Wiley, her first reaction was ‘great book, but it’s too long.’ I got so enthusiastic about the subject that the manuscript would have produced a book of over 600 pages. So, we had to do some major surgery.

At first I was frustrated about deciding what to cut, until I was inspired by the ‘director’s cuts’ that are on the back of DVDs. So, here’s some material that didn’t make it in the book, but is available for those of you who want to drill down a little deeper on some subjects.

First, here is material that was cut from chapters in each of the first three sections of the book:

• Section One: Perspectives for Rest-of-Life
• Section Two: Healthy Interest
• Section Three: Money Matters

Here are life stories that I had to cut that will form the basis for the future companion book.

• Life Stories – Health
• Life Stories – Work/Life Balance

Section One: Perspectives for Rest-of-Life

• Chapter 3: What Do We Really Want?
  • Additional material on Near Death Experiences (NDE)

Section Two: Healthy Interest

• Chapter 7: Take Care
  • More details on 15 practices for healthy lifestyle

• Chapter 8: Just in Case
  • Additional information on Medicare, Medicare Advantage (MA), and Medigap plans

Section Three: Money Matters

• Chapter 10: Don’t Die Broke!
  • Extensive analyses on various withdrawal amounts with the 401(k) Solution

• Chapter 12: Where Should I Invest My Money?
  • More thoughts on picking an investment advisor
  • Lists of situations to avoid

• Chapter 13: Uncle Sam Wants to Help – Sorta
  More information on:
  • Rules for withdrawing money from 401(k) plans
  • Rules on early payment penalties
  • Minimum distribution rules
  • Rules that apply to owning your company’s stock in a 401(k) plan
  • Different types of Individual Retirement Accounts (IRAs)
  • Roth IRA conversions
  • SEP IRAs and SIMPLE IRAs, for the self-employed

• Chapter 14: Social Security, or Insecurity?
  • More information on taxing Social Security benefits

• Chapter 16: Squeezing the Last Drop
  • Additional details on reverse mortgages

• Chapter 18: Let’s Spend our Money
  • Additional insights and ideas for managing our expenditures