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Seven Steps to Financial Freedom in Retirement.
Annotation
| Clasificación: | Libro Electrónico |
|---|---|
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
Wiley
2011.
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| Temas: | |
| Acceso en línea: | Texto completo (Requiere registro previo con correo institucional) |
Tabla de Contenidos:
- Title; Copyright; Dedication; Introduction; Chapter 1: Getting the Nest Egg Ready to Hatch; A New Approach; What You've Got; Where Are Your Retirement Resources?; Looking Forward; Chapter 2: Putting Your Assets to Work for You; The Old Way: Maximizing Returns Based on Risk Tolerance; The Hank Parrott Way: The Smart Money Approach; Looking Forward; Chapter 3: IRA Mastery; Planning for Taxes; What Makes Up a Traditional IRA?; Traditional and Roth IRAs: Learn the Difference!; Tax Considerations When Investing IRA Assets; Taking Distributions from Traditional IRAs; Estates and IRAs.
- Passing It AlongLooking Ahead; Chapter 4: Enhancing Your Retirement with Built-In Guarantees: Annuities, Bonds, and CDs; Bonds: What Is Guaranteed and What Is Not; Annuities: Separating Myths from Truth; CDs: A Key Element in an Income-Generating Retirement Portfolio; Putting It All Together: Investing for the Long Term; Chapter 5: How the Smart Money Invests; Learning through Trial and Error; The Real Story; Starting Off: The Retirement Investor Quiz; Busting the Investment Myths; Active Management; Tune Out the Media's Advice; Investing versus Speculating: Know the Difference!
- A Real Story About Speculative InvestingThe Smart Money Investment Strategy; All About Asset Allocation; How Do You Measure Diversification?; The Importance of Staying Disciplined; Tax Planning and Investments; My Best Advice; Looking Forward; Chapter 6: Paying for Helping Hands: The Ins and Outs of Long-Term Care; What Are Your Options?; Planning Ahead; Common Myths About Long-Term Care; How You'll Pay; Examining Which LTC Payment Option Works for You; Understanding Long-Term Care Insurance; Frequently Asked Questions; Last But Not Least; Chapter 7: The Basics of Estate Planning.
- Why Estate Planning?Problematic Probate; All About Trusts; The Five Essential Documents; Lightning Round: Other Types of Trusts; Whom Should I Name as Trustee?; The Value of Real Professionals: Finding the Right Certified Expert; Frequently Asked Questions; Estate Planning Checklist; Where to Go from Here; Appendix A: Confidential Lifestyle Questionnaire; Appendix B: Lifestyle Expense Worksheet; Appendix C: Financial Lifestyle Fact Finder; Acknowledgments; About the Author; Index.