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Paperback · ISBN 979-8-9956009-3-0 · Ships via Amazon
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Inside the book
Eleven chapters. One durable framework.
Each chapter builds on the last — from the history of pensions to advanced strategies for executives, business owners, and pre-retirees. Real scenarios, real data, real decisions.
The 401(k) Revolution
From guaranteed pensions to self-directed plans — how the shift happened, what it means for you, and how to turn the modern system into your advantage.
The Power of Patience
Compound growth is the most powerful force in retirement planning — and the most frequently interrupted. Learn why patience is the strategy, not the backup plan.
Nickels, Dimes, and Dollars
The true cost of managing your 401(k) or 403(b) — including the forgotten fee problem inside not-for-profit plans most participants never see coming.
The Market Pendulum
How calm turns to chaos — and back again. A disciplined framework for staying the course when fear and FOMO threaten to derail decades of progress.
Under the Hood
How your 401(k) and 403(b) really work — contribution limits, employer match, vesting, loans, separations, divorce, taxes, and the mechanics most participants never read.
Investment Selection
Index funds vs. actively managed, target-date defaults, the core and satellite approach, and the behavioral mistakes that quietly cost investors the most over time.
Cleanup, Rollovers & Fiduciaries
What to do with old 401(k) accounts from previous employers, how to execute a rollover the right way, and how to find and evaluate a financial fiduciary advisor.
The Market Has a Language
An investor's guide to charts, trends, and timing — moving averages, support and resistance, AVWAP, and a disciplined framework for buy, sell, and hold decisions inside your plan.
Company Stock in Your 401(k)
When loyalty meets risk — the double dependency dilemma, the danger of concentration, the NUA tax strategy, and how to think about employer stock before you leave.
Solo 401(k) for Business Owners
The smartest retirement plan most business owners have never heard of — Roth Solo 401(k), Mega Backdoor Roth, who qualifies, and a step-by-step implementation guide.
401(k) as Part of the Exit Plan
The wealth gap, the income gap, and how to integrate retirement planning into your business exit — including Cash Balance Plans and the case study that brings it all together.
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You'll learn how to
A structured framework. Not scattered tips.
Every concept in the book is organized around core planning principles — building the way a real financial education should.
Make tax-efficient retirement decisions
Understand how the timing and structure of every decision affects your long-term tax burden.
Structure, grow, and preserve your largest asset
Allocate, rebalance, and manage your 401(k) or 403(b) with the discipline a retirement asset deserves.
Manage risk during volatile markets
Use charts, data, and behavioral frameworks to make disciplined decisions when markets are under stress.
Apply Solo 401(k) and defined benefit strategies
Unlock the retirement plan options most self-employed owners and business owner spouses dramatically underutilize.
Read the market — charts, trends, and timing
Learn to interpret moving averages, support lines, and institutional indicators to make better fund decisions.
Integrate retirement into your business exit
Design exit planning and personal financial planning as a single coordinated process — not two separate events.
About the author
Dario Kerkez, CFP® CEPA® Founder, 401kBull.com · Chicago, Illinois
Dario Kerkez, also known as "The 401(k) Bull," is a Chicago-based wealth manager with more than two decades of experience in holistic financial planning, investment management, retirement planning, insurance, estate strategies, and business exit planning.
He works with individuals, executives, and business owners to help them make disciplined, well-structured financial decisions aligned with long-term goals — and is a go-to resource for employer-sponsored 401(k) and 403(b) plans, advising small and mid-sized companies, healthcare organizations, and nonprofit institutions on fiduciary oversight, plan design, and employee financial education.
"Most retirement mistakes happen long before retirement. They happen in moments that feel temporary — but create permanent consequences. I wrote this book so people have a structured way to think before they act."
Published by Longview Capital Press · ISBN 979-8-9956009-3-0
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