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Author : Janet L. Walsh
Publisher : Probus Publishing Company
ISBN 13 : 9781557380005
Total Pages : 518 pages
Book Rating : 4.3/5 (8 download)
Download or read book Selected Readings in Pre-Retirement Financial Planning written by Janet L. Walsh and published by Probus Publishing Company. This book was released on 1988-01-01 with total page 518 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Mario A. Milletti
Publisher :
ISBN 13 :
Total Pages : pages
Book Rating : 4.:/5 (328 download)
Download or read book Selected Readings in Financial Planning for the Retired written by Mario A. Milletti and published by . This book was released on 1987 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : CFFP Staff
Publisher : Irwin Professional Publishing
ISBN 13 : 9781556230127
Total Pages : 608 pages
Book Rating : 4.2/5 (31 download)
Download or read book Selected Readings in Financial Planning for the Retired written by CFFP Staff and published by Irwin Professional Publishing. This book was released on 1987-04 with total page 608 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Emily Guy Birken
Publisher : Simon and Schuster
ISBN 13 : 1507213611
Total Pages : 240 pages
Book Rating : 4.5/5 (72 download)
Download or read book The 5 Years Before You Retire, Updated Edition written by Emily Guy Birken and published by Simon and Schuster. This book was released on 2021-05-11 with total page 240 pages. Available in PDF, EPUB and Kindle. Book excerpt: Learn everything you need to do in the next five years to create a realistic plan for your retirement with clear, practical advice that is sure to set your future up for success. Most people don’t realize they haven’t saved enough for their retirement until their sixties and by then, it’s often too late to save enough for a comfortable retirement. The 5 Years Before You Retire has helped thousands of people prepare for retirement—even if they waited until the last minute. In this new and updated edition, you’ll find out everything you need to do in the next five years to maximize your current savings and create a realistic plan for your future. Including recent changes in financial planning, taxes, Social Security, healthcare, insurance, and more, this book is the all-inclusive guide to each financial, medial, and familial decision. From taking advantage of the employer match your company offers for your 401k to enrolling in Medicare to discussing housing options with your family, you are completely covered on every aspect of retirement planning. These straightforward strategies explain in detail how you can make the most of your last few years in the workforce and prepare for the future you’ve always wanted. Whether you just started devising a plan or have been saving since your first job, The 5 Years Before You Retire, Updated Edition, will tell you exactly what you need to know to ensure you live comfortably in the years to come.
Author : Wade Pfau
Publisher : Retirement Researcher Media
ISBN 13 : 1945640162
Total Pages : 508 pages
Book Rating : 4.9/5 (456 download)
Download or read book Retirement Planning Guidebook written by Wade Pfau and published by Retirement Researcher Media. This book was released on 2023-03-15 with total page 508 pages. Available in PDF, EPUB and Kindle. Book excerpt: *This is the Revised 2024 Book Edition* The Retirement Planning Guidebook helps you navigate through the important decisions to prepare for your best retirement. You will have the detailed knowledge and understanding to make smart retirement decisions: - Understand your personal retirement income style, which can then help you navigate through the conflicting opinions about retirement strategies to choose your right path. - Learn about investment and insurance tools that may best resonate with your personal style. - Determine if you are financially prepared for retirement by quantifying your financial goals (annual spending, legacy, and reserves for the unexpected) and comparing them to your available assets. - Make smart decisions for when to start Social Security benefits, which could potentially support an additional $100,000 or more of lifetime income from Social Security over your lifetime. - Develop a plan for making the best initial and ongoing choices from the alphabet soup of Medicare options, as well as how to find health coverage if you retire before Medicare eligibility. - Assess where you wish to live in retirement and whether there are helpful ways to incorporate housing wealth into your retirement strategy. - Decide how to manage your long-term care risk between self-funding, Medicaid, or private insurance, and take steps to support living at home for as long as possible. - Understand how to manage your taxes to pay less, to avoid common pitfalls, and to have more for your lifetime and your legacy. You will be able to apply tax diversification, asset location, tax bracket management, and Roth conversions to enhance the sustainability of your retirement assets. - Get your finances organized and understand how to get your estate and incapacity planning documents in order, including your will, account titling, beneficiary designations, financial power of attorney, and advance health care directives. - Identify whether there is a role for trusts in your estate plan for reasons related to avoiding probate, controlling how and when assets are disbursed, obtaining creditor protections, or helping to manage estate taxes. - Prepare for the non-financial aspects of retirement, including the need to find purpose and passion, to understand if there is a role for work in retirement, to enhance relationships and social connections, and to maintain an active and healthy lifestyle. Retirement has an entire vocabulary associated with it. We'll demystify the 4% rule, sequence-of-return risk, time segmentation and buckets, reverse mortgages, income annuities, variable annuities, fixed index annuities, long-term care insurance, living trusts, irrevocable trusts, budgeting, the funded ratio, Medicare Advantage, Medicare supplements, diversified investment portfolios, Roth conversions, the hazards of the Social Security tax torpedo and increased Medicare premiums, buffer assets, 401(k) plans and IRAs, the rollover decision, distribution options for defined-benefit company pensions, RMDs, QCDs, aging in place, cognitive decline, and so much more. The Retirement Planning Guidebook does not let important matters fall through the cracks. This is a comprehensive look at the key retirement decisions to achieve financial and non-financial success. You will have the foundation to make the most of your retirement years, and I hope you'll be able to do something great!
Author : Matthew Krantz
Publisher : John Wiley & Sons
ISBN 13 : 1394271514
Total Pages : 359 pages
Book Rating : 4.3/5 (942 download)
Download or read book Retirement Planning For Dummies written by Matthew Krantz and published by John Wiley & Sons. This book was released on 2024-07-31 with total page 359 pages. Available in PDF, EPUB and Kindle. Book excerpt: Proactively plan for a successful financial future after leaving the workforce Are you ready for retirement? Retirement Planning For Dummies is your comprehensive guide to shoring up your finances as you prepare to leave the workforce. Learn to manage and optimize your 401(k), balance retirement savings with other financial needs, and set up pensions and insurance. Plus, get the latest updates on all things retirement, including the SECURE Act and new withdrawal rules. Written by an expert investment writer, this beginner-friendly guide is full of financial wisdom that will smooth the road as you embark on your retirement planning journey. Learn the best saving practices to make your money grow Maximize your retirement knowledge to set you up for success Balance retirement savings with other needs Get up to speed on withdrawal limits, HSA rules, and self-employment considerations This book is for anyone looking for the best ways to save and plan for retirement, whether you just joined the workforce or are contemplating retirement in the near future.
Author : Taylor Larimore
Publisher : John Wiley & Sons
ISBN 13 : 0470919019
Total Pages : 407 pages
Book Rating : 4.4/5 (79 download)
Download or read book The Bogleheads' Guide to Retirement Planning written by Taylor Larimore and published by John Wiley & Sons. This book was released on 2011-02-22 with total page 407 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Bogleheads are back-with retirement planning advice for those who need it! Whatever your current financial situation, you must continue to strive for a viable retirement plan by finding the most effective ways to save, the best accounts to save in, and the right amount to save, as well as understanding how to insure against setbacks and handle the uncertainties of a shaky economy. Fortunately, the Bogleheads, a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, are here to help. Filled with valuable advice on a wide range of retirement planning issues, including some pearls of wisdom from Bogle himself, The Bogleheads' Guide to Retirement Planning has everything you need to succeed at this endeavor. Explains the different types of savings accounts and retirement plans Offers insights on managing and funding your retirement accounts Details efficient withdrawal strategies that could help you maintain a comfortable retirement lifestyle Addresses essential estate planning and gifting issues With The Bogleheads' Guide to Retirement Planning, you'll discover exactly what it takes to secure your financial future, today.
Author : David McKnight
Publisher : Crown Currency
ISBN 13 : 1984823078
Total Pages : 162 pages
Book Rating : 4.9/5 (848 download)
Download or read book The Power of Zero, Revised and Updated written by David McKnight and published by Crown Currency. This book was released on 2018-09-04 with total page 162 pages. Available in PDF, EPUB and Kindle. Book excerpt: OVER 300,000 COPIES IN PRINT, WITH A NEW CHAPTER ON THE 2018 TAX CUTS. There's a massive freight train bearing down on the average American investor, and it's coming in the form of higher taxes. The United States Government has made trillions of dollars in unfunded promises for programs like Social Security and Medicare—and the only way to deliver on these promises is to raise taxes. Some experts have even suggested that tax rates will need to double, just to keep our country solvent. Unfortunately, if you're like most Americans, you've saved the majority of your retirement assets in tax-deferred vehicles like 401(k)s and IRAs. If tax rates go up, how much of your hard-earned money will you really get to keep? In The Power of Zero, McKnight provides a concise, step-by-step roadmap on how to get to the 0% tax bracket by the time you retire, effectively eliminating tax rate risk from your retirement picture. Now, in this expanded edition, McKnight has updated the book with a new chapter on the 2017 Tax Cuts and Jobs Act, showing readers how to navigate the new tax law, and how they can extend the life of their retirement savings by taking advantage of it now. The day of reckoning is fast approaching. Are you ready to do what it takes to experience the power of zero?
Author : Scott Winstead
Publisher : Independently Published
ISBN 13 : 9781086186680
Total Pages : 136 pages
Book Rating : 4.1/5 (866 download)
Download or read book Retirement . . . The Next Chapter written by Scott Winstead and published by Independently Published. This book was released on 2019-07-29 with total page 136 pages. Available in PDF, EPUB and Kindle. Book excerpt: Retirement used to equate to front-porch sitting, but with lengthening life spans, unpredictable taxes, decreasing access to pensions and an ever-increasing noise of punditry trying to predict market movements, it's easy for the soon-to-be retired to feel overwhelmed.That's why Scott Winstead, founder of Compass Retirement, breaks down the fundamentals of navigating finances for retirees in Retirement...The Next Chapter. With stories and examples that move beyond product lists, Scott pulls back the industry curtain to cover basics such as: -Retirement income-Investing-Social Security-Taxes and inflation-Legacy strategiesScott began his financial services career in 2009 after previously holding several leadership positions at a global health care firm. While working with a wide variety of clients during his first year as an advisor, Scott realized he very much enjoyed helping people create and manage their retirement plans.When he founded Compass Retirement, Scott designed his practice to help pre-retirees and retirees formulate solid plans to secure their financial futures through proper planning and education.Scott and his wife, Angela, live in Colleyville, Texas. He enjoys hunting and fishing in his spare time. As a former Division I collegiate soccer athlete, he loves all things related to physical fitness and sports, including coaching his two children's teams. He has a deep appreciation for improving his cooking skills and spending quality time with his family and friends over a great meal.
Author : LANE G. MARTINSEN
Publisher : Light Network
ISBN 13 : 9781733593915
Total Pages : 190 pages
Book Rating : 4.5/5 (939 download)
Download or read book The Holistic Retirement Planning Revolution written by LANE G. MARTINSEN and published by Light Network. This book was released on 2019-02-28 with total page 190 pages. Available in PDF, EPUB and Kindle. Book excerpt: Conventional wisdom steeped in outdated financial advice is still common. Experience greater peace of mind from knowing your retirement income plan is optimized and achieving "gamma." Gamma is the measurable increase in your retirement income and can only be achieved through comprehensive holistic retirement planning.
Author : Wade Pfau
Publisher :
ISBN 13 : 9781945640094
Total Pages : 476 pages
Book Rating : 4.6/5 (4 download)
Download or read book Retirement Planning Guidebook written by Wade Pfau and published by . This book was released on 2021-09-07 with total page 476 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Retirement Planning Guidebook is designed to help readers navigate the key financial and non-financial decisions necessary for a successful retirement. Readers will understand the different retirement income styles and the different risks that retirees must manage, and the retirement income tools used with different retirement styles and risks. This includes investment-based approaches and insurance-based approaches such as annuities. Readers will also be provided with a framework to assess their retirement preparedness by comparing the value of retirement assets and liabilities. Additional chapters then dig deeper into other important aspects for a retirement income plan, including how to develop a strategy for claiming Social Security benefits, how to make decisions related to Medicare and other health insurance, how to structure a plan for managing long-term care needs, and how to choose retirement housing and incorporate housing wealth into the plan. This is followed by a deeper investigation of tax issues and how to structure retirement income to create the most tax-efficiency during life and for beneficiaries. With legacy planning, I also explore how to get your finances organized for incapacity and death. The focus then shifts to the nonfinancial aspects of a successful retirement, including the need to find purpose and passion, to understand if there is a role for work in retirement, to enhance relationships and social connections, and to maintain an active and healthy lifestyle. The book includes detailed action plans for decision making. The final chapter fits these pieces together into an integrated series of steps to achieve financial and non-financial success in retirement. Readers will come away with the detailed knowledge and planning steps needed to make the most of their retirement years.
Author : Mark Atwood
Publisher : Createspace Independent Publishing Platform
ISBN 13 : 9781981584192
Total Pages : 106 pages
Book Rating : 4.5/5 (841 download)
Download or read book Retirement Financial Planning written by Mark Atwood and published by Createspace Independent Publishing Platform. This book was released on 2017-12-11 with total page 106 pages. Available in PDF, EPUB and Kindle. Book excerpt: JANUARY DISCOUNT - SAVE 34% ONLY TODAY! Regular Price: 19.38 Discount Price: $13.38 1. BONUS: Buy The Paperback Version And Receive The Kindle Version FOR FREE 2. MONEY BACK GUARANTEE 3. Read FOR FREE On Kindle Unlimited According to statistics, 9/10 who are reading this have less than $10 000 in savings. Can you relate? Keep on reading. Generally, we live another 20 years after reaching the age of retirement. Most people, however, have a very poor or no retirement plan whatsoever. One of the major factors behind this is due to lack of financial education. Also, most people tend to have the mentality of ''enjoying every moment'' so they end up spending all of their money on things they don't really need. the paycheck-to-paycheck lifestyle until they reach a point in their lives where it is pretty much too late. As most of my readers already know, I have a number of finance books published already, therefore, the decision to write and publish another one was not difficult. The inspiration, however, behind the creation of this book was mainly all the questions I kept receiving from my clients and friends. As a finance expert and author, it was obvious to me to create a book covering this topic. This book can be viewed as a guide or manual. The book is going to guide through everything you need to know before you start to plan your retirement finances. The value you are getting from this book is guaranteed to benefit you for a lifetime. The content is easy to understand and apply. In comparison to the most books that I have read regarding this topic, this one is not filled up with a bunch of fluff and nonsense just to keep you busy. This book is straight to point and only there to help you! High quality and up-to-date information are also guaranteed, just like most of my books. If by any slight chance, you read the book and did not receive any value, you are more than welcome to get a full refund without any questions asked! A Short Preview Of Retirement Financial Planning Best Time To Plan For Retirement Picking The Best Financial Advisor Making Sure You Have Enough Your Retirement The Typical Return On Investment How To Maximize Tax Cuts Retirement And Debt MUCH, MUCH, MORE! Available To Read On Your Computer, MAC, Smartphone, Kindle Reader, iPad, or Tablet! Series: Retirement Financial Planning, Retirement Planning, Retirement Planning Books, Retirement Planning Kindle, Retirement Age, Retirement Plan, Retirement Investing, Retirement 401k, Retirement Saving, Retirement Planning, Retirement Money, Retirement Guide, Retirement Planning Book, Retirement Planning, Retirement Financial Planning, Retirement Planning, Retirement Planning Books, Retirement Planning Kindle, Retirement Age, Retirement Plan, Retirement Investing, Retirement 401k, Retirement Saving, Retirement Planning, Retirement Money, Retirement Guide, Retirement Planning Book, Retirement Planning, Retirement Planning, Retirement Planning, Retirement Planning, Retirement Planning, Retirement Planning, Retirement Planning, Retirement Planning, Retirement Planning, Retirement Planning Retirement Planning Retirement Planning Retirement Planning, Retirement Planning Retirement Planning, Retirement Planning Retirement Planning, Retirement Planning Retirement Planning, Retirement Planning Retirement Planning, Retirement Planning Retirement Planning, Retirement Planning
Author : David Hays
Publisher :
ISBN 13 : 9781496968807
Total Pages : 0 pages
Book Rating : 4.9/5 (688 download)
Download or read book Today's Guide to Retirement Planning written by David Hays and published by . This book was released on 2015-02-18 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: "The word 'retirement' for today's retirees and soon-to-be retirees means exactly the opposite of what it meant for our parents and grandparents. It now means beginning rather than stopping. What will your next beginning be? Today's Guide to Retirement Planning, a resource for adults ages fifty and over, helps you figure it out. This is a book that actually forces you to prioritize by taking you through a personal and financial inventory to create a plan that you will follow because it's your plan. The section on the big ten major financial planning roadblocks is, by itself, worth the price of admission and invaluable for everyone. This book will guide you with practical advice not only on tax, investment, and estate planning but also in coordinating that with your own personal wish list for your next beginning." -Ed Slott, CPA, founder of www.irahelp.com "Baby boomers are reinventing retirement. In Today's Guide to Retirement Planning, financial advisers David Hays and Doug Hughes offer important guidelines for adults on the cusp of this unchartered territory. Throughout our working lives, we tend to focus on how much money we need to save for retirement. But little attention is given to how we will spend our time once we get there. David Hays offers some thoughtful questions to help preretirees envision their next chapter, how to pay for it, and how to adapt if plans change. It's essential reading for future retirees." -Mary Beth Franklin, contributing editor, InvestmentNews
Author : Woodrow Wilson Hunter
Publisher :
ISBN 13 :
Total Pages : 78 pages
Book Rating : 4.3/5 (91 download)
Download or read book Manual for Discussion Leaders written by Woodrow Wilson Hunter and published by . This book was released on 1960 with total page 78 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Matthew Krantz
Publisher : John Wiley & Sons
ISBN 13 : 1119627583
Total Pages : 352 pages
Book Rating : 4.1/5 (196 download)
Download or read book Retirement Planning For Dummies written by Matthew Krantz and published by John Wiley & Sons. This book was released on 2020-01-07 with total page 352 pages. Available in PDF, EPUB and Kindle. Book excerpt: Advice and guidance on planning for retirement Retirement Planning For Dummies is a one-stop resource to get up to speed on the critical steps needed to ensure you spend your golden years living in the lap of luxury—or at least in the comfort of your own home. When attempting to plan for retirement, web searching alone can cause you more headaches than answers, leaving many to feel overwhelmed and defeated. This book takes the guesswork out of the subject and guides readers while they plan the largest financial obligation of their life. Take stock of your finances Proactively plan for your financial future Seek the help of professionals or go it alone Use online tools to make retirement planning easier Whether you're just starting out with a 401(k) or you’re a seasoned vet with retirement in your near future, this book helps younger and older generations alike how to plan their retirement.
Author : Harold Evensky
Publisher : John Wiley & Sons
ISBN 13 : 047088505X
Total Pages : 500 pages
Book Rating : 4.4/5 (78 download)
Download or read book Retirement Income Redesigned written by Harold Evensky and published by John Wiley & Sons. This book was released on 2010-05-25 with total page 500 pages. Available in PDF, EPUB and Kindle. Book excerpt: Clients nearing retirement have some significant challenges to face. And so do their advisers. They can expect to live far longer after they retire. And the problems they expect their advisers to solve are far more complex. The traditional sources of retirement income may be shriveling, but boomers don't intend to downsize their plans. Instead, they're redefining what it means to be retired—as well as what they require of financial advisers. Planners who aren't prepared will be left behind. Those who are will step up to some lucrative and challenging work. To help get the work done, Harold Evensky and Deena Katz—both veteran problem solvers—have tapped the talents of a range of experts whose breakthrough thinking offers solutions to even the thorniest issues in retirement-income planning: Sustainable withdrawals Longevity risk Eliminating luck as a factor in planning Immediate annuities, reverse mortgages, and viatical and life settlements Strategies for increasing retirement cash flow In Retirement Income Redesigned, the most-respected names in the industry discuss these issues and a range of others.
Author : John T. McCarthy
Publisher :
ISBN 13 :
Total Pages : 197 pages
Book Rating : 4.:/5 (24 download)
Download or read book Financial Planning for a Secure Retirement written by John T. McCarthy and published by . This book was released on 1989 with total page 197 pages. Available in PDF, EPUB and Kindle. Book excerpt:
