Seven steps to financial freedom in retirement
"The Financial Lifestyle Guide is an educational book, providing the sum of Hank Parrott's knowledge of financial planning in an easy-to-understand format. Far from just explaining more advanced planning strategies, Hank starts from the beginning by explaining the basics of IRAs and 401(k)...
| Otros Autores: | |
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| Formato: | Libro electrónico |
| Idioma: | Inglés |
| Publicado: |
Hoboken, New Jersey :
John Wiley & Sons, Inc
2011.
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| Edición: | 1st edition |
| Materias: | |
| Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009627681906719 |
Tabla de Contenidos:
- Machine generated contents note: Introduction.Chapter 1 Getting the Nest Egg Ready to Hatch.A New Approach.What You've Got.Additional Sources of Retirement Income.Where Are Your Retirement Resources?With Assets Comes Expenses.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.Why Do I Need Such Big Returns?Checking In.Accessing Assets in Retirement Accounts.Converting Money from a Traditional IRA to a Roth IRA.Organizing Your Non-Retirement Accounts.Looking Forward.Chapter 3: IRA Mastery.Planning for Taxes.What Makes Up a Traditional IRA?Contributing to an IRA.Traditional and Roth IRAs: Learn the Difference!The Rules of Roth Conversions.Tax Considerations When Investing IRA Assets.Taking Distributions from Traditional IRAs.Estates and IRAs.Passing it Along.Looking Ahead.Chapter 4: Enhancing Your Retirement with Built-in GuaranteesAnnuities, 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 vs. Speculating: Know the Difference!A Real Story About Speculative Investing.The Smart Money Investment Strategy.All About Asset Allocation.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.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.
