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Ready for Pretirement : 3 Secrets for Safe Money and a Fabulous Future /
Ready For PREtirement: Everything You Need To Know NOW So Your Money Is There When You Need It is a comprehensive guide designed to help you plan for retirement NOW. Retirement planning can be scary, confusing and overwhelming, especially if you wait until you're faced with a family medical eme...
| Clasificación: | Libro Electrónico |
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| Autor principal: | |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
[Place of publication not identified] :
Morgan James Publishing,
2012.
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| Temas: | |
| Acceso en línea: | Texto completo |
Tabla de Contenidos:
- Intro; Title Page; Copyright Page; Dedication; Acknowledgments; Contents; Introduction; The Unexpected Emotional and Financial Cost of the Death of a Loved One; Let's Begin: Are You Ready for PREtirement?; Financial Security: Will Your Money Be There When You Need It?; What You Will Learn In This Book; Chapter 1: PREtirement Now-What Does It All Mean?; Responding to Our Biggest Challenges; Challenge 1: Being Part of the Sandwich Generation; Challenge 2: Dealing with an Unexpected Catastrophic Illness and Long Term Care; Challenge 3: Families and Money; Challenge 4: Social Security and Taxes
- Challenge 5: Estate Planning Decisions and How They Affect Your Family and FriendsChallenge 6: The Stock Market Myths that Just Won't Die; Challenge 7: Having Funds for a Secure and Comfortable Retirement; Your Relationship With Money; Chapter 2: The First Secret-Retirement Planning, The Living Trust and Your Estate Planning Decisions; Take Control of the Estate Planning Process; The Difference Between A Will and a Trust; Naming a Personal Representative; Naming a Guardian for Your Minor Children; Specific Distributions; Marital Concerns
- Children's Shares-Creation of Trust for Minor and/or Adult ChildrenThe Common Trust; Terms of the Child's Trust; "Special Needs Trust" for a Disabled Child; Ultimate Distributions; Naming a Trustee; Initial Trustees; Successor Trustees; Powers of Attorney; When Should the Power of Attorney Become Effective?; Your Living Will; Artificially Provided Food and Water; Organ Donation; Time for Changes: PREpare for PREtirement; Estate Planning Tools for Charitable Giving; Chapter 3: The Second Secret-Long Term Care Options and Protection of Assets; Option 1: Purchase Insurance
- Option 2: Protect Your Nest Egg-Buy an AnnuityOption 3: Set Up a Reverse Mortgage; State and Federal Government Intervention; Chapter 4: The Second Secret, Part 2-Medicaid Planning and Entitlement Programs; What is Medicaid?; What Is Covered by Medicaid?; Applying for Benefits; Medical Qualification Rules; Income Qualification Rules; Asset Qualification Rules; Married: Community Spouse Resource Allowance (CSRA); Transferring Assets (Gifts); Estate Recovery; Chapter 5: The Third Secret-Financial Legacy and the Excellent PREtirement Choice; No Risk, Just Reward
- The Top Three Myths of Financial PlanningSummary and Plan of Action; About Kris Miller, ChFEB, CSA, LDA; An Invitation from Kris Miller; Appendix Contents; Appendix A Organization of Documents; Appendix B Revocable Living Trusts; Appendix C Checklist of Activities After a Death; Appendix D Documents Checklist; Appendix E Personal Information and Funeral Plans; Appendix F Assets and Possessions; Appendix G Family Medical Information; PREtirement Glossary; Helpful Internet Resources for Retirees, Aging Adults, and Caregivers