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30-minute money solutions : a step-by-step guide to managing your finances /
Quick financial advice for long-term financial stability-no matter where the stock market is heading Individuals face money challenges today that were unimaginable just a few short years ago. How can you meet the money demands of housing, college savings, retirement, and other financial goals withou...
| Clasificación: | Libro Electrónico |
|---|---|
| Autor principal: | |
| Autor Corporativo: | |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
Hoboken, N.J. :
J. Wiley & Sons,
©2010.
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| Temas: | |
| Acceso en línea: | Texto completo (Requiere registro previo con correo institucional) Texto completo (Requiere registro previo con correo institucional) |
Tabla de Contenidos:
- Calculate your net worth
- See where your money goes
- Set your financial goals
- Create a budget
- Create a bill-paying system
- Create a filing system
- Create a master directory
- Determine whether to pay down debt or to invest
- Decide where to invest for retirement
- Create an emergency fund
- Find the right stock/bond mix
- Create an investment policy statement
- Invest for short and intermediate-term goals
- Create a hands-off long-term portfolio
- Determine how good your company retirement plan is
- Decide between a traditional and Roth 401(k)
- Select the best investments for your company retirement plan
- Make the most of a subpar 401(k) plan
- Determine what type of IRA is best for you
- Identify the best investments for your IRA
- determine whether to convert your IRA
- Roll over your retirement plan into an IRA
- Find the right college savings vehicle
- Find the right 529 plan
- Select the right investments for your college savings plan
- Identify the best investments for taxable accounts
- Manage your portfolio for tax efficiency
- Harvest tax losses
- Determine your portfolio withdrawal rate
- Build an in-retirement portfolio
- Find the right sequence of in-retirement withdrawals
- Conduct a portfolio checkup
- Rebalance your portfolio
- Get started on your estate plan
- Handle beneficiary designations
- Create a peronal legacy.