New Directions in Retirement Planning
Author | : |
Publisher | : |
Total Pages | : 20 |
Release | : 1989 |
Genre | : Nonprofit organizations |
ISBN | : |
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Author | : |
Publisher | : |
Total Pages | : 20 |
Release | : 1989 |
Genre | : Nonprofit organizations |
ISBN | : |
Author | : Matthew J. Dicken |
Publisher | : |
Total Pages | : |
Release | : 2012-08-15 |
Genre | : |
ISBN | : 9781640857155 |
Author | : Matthew J. Dicken |
Publisher | : Advantage Media Group |
Total Pages | : 0 |
Release | : 2012-08-15 |
Genre | : Business & Economics |
ISBN | : 9781599323190 |
Author | : Matthew J. Dicken |
Publisher | : |
Total Pages | : 136 |
Release | : 2019-12-09 |
Genre | : Business & Economics |
ISBN | : 9781647460501 |
Most people say they want a better understanding of their retirement finances. Yet, these same people invest more time planning their annual vacation than designing their roadmap to retirement. This is because the complexities of the financial services world and the fear of making the wrong decisions often paralyzes us. Since founding Strategic Wealth Designers in 2002, we've helped thousands of clients overcome their fears and build a successful plan for a fun and exciting retirement. In this updated and expanded edition of Retirement Planning in a New Direction, you'll understand: - The myths of diversification and how to avoid fees that chip away at your nest egg. - Why tax planning is so important when it comes to your Social Security. - The critical difference between the accumulation and distribution phases of retirement saving. - And much more. Get ready to discover the 3 steps for planning your financial future. --Matt Dicken, founder of Strategic Wealth Designers
Author | : Tom Wilson |
Publisher | : Balboa Press |
Total Pages | : 213 |
Release | : 2019-07-15 |
Genre | : Self-Help |
ISBN | : 1982229330 |
Every day, thousands of people turn sixty-five – some feel excitement, some feel scared, most feel both. While many may still work, raise children or pursue their career goals, most of these pressures are fading into the past. People realize that they will likely live for decades longer and are starting to have serious questions. If you are in this situation, you may be asking yourself: • What am I going to do with my time? • Will I have enough money to enjoy my life? • What can I do to stay healthy? Drawing on years of research, interviews and analysis, Tom Wilson gives you what you need to address these questions, and many more. Real-life insights bring the research findings to life and the step-by-step guides help you create a Master Plan based on your needs, wants and circumstances. From finances to relationships to developing a new sense of identity, this comprehensive guide to retirement will help you prepare for and enjoy this exciting next stage of life.
Author | : United States. Congress. Senate. Committee on Finance |
Publisher | : |
Total Pages | : 140 |
Release | : 1999 |
Genre | : Business & Economics |
ISBN | : |
Author | : Wade Pfau |
Publisher | : |
Total Pages | : 0 |
Release | : 2023-03-20 |
Genre | : |
ISBN | : 9781945640179 |
Author | : Ed Slott |
Publisher | : Ballantine Books |
Total Pages | : 386 |
Release | : 2008-11-19 |
Genre | : Business & Economics |
ISBN | : 0307493563 |
This is the same diagnostic system I use with my own clients and with the financial advisors I train. So, going through it will be like having me sitting beside you, whispering in your ear, guiding you every step of the way.” –from Your Complete Retirement Planning Road Map Corporate pensions are disappearing. Social Security is in trouble. And the sizable postwar generation is reaching retirement age. With the futures of millions of Americans at stake, Ed Slott, the country’s foremost retirement planning advisor, now offers expert advice on weathering the perfect storm of financial instability that looms on the horizon. Your Complete Retirement Planning Road Map, Slott’s most essential and accessible book yet, provides clear step-by-step directions through the highways and byways of IRAs, 401(k)s, 403(b)s, and other major accounts. In five helpfully focused sections, Slott combines crucial facts with interactive checklists and questionnaires (those he uses with his own clients) to teach investors and beneficiaries alike the best way to save and to maximize an inheritance. Inside you’ll discover • My Account Inventory: an overview of every retirement savings account you own, whether you’re thirty or sixty-five–from what it is and where it is to who gets it and how, plus where to put important data for easy access and where to store your essential documents (hint: not in a safe-deposit box) • The Account Owner’s Care Solution: how to properly fill out retirement account beneficiary forms so that whatever amount of money is left in your account after you’ve fully enjoyed retirement will go to whomever you choose and not to relatives who suddenly pop up out of nowhere • The Account Beneficiary’s Care Solution: what to do when you inherit so that you won’t lose any of the tax benefits and other opportunities your benefactor has created for you, or make a mistake that could wipe out an inherited fortune that took years to build up • The Special Issues Care Solution: how to handle the out-of-the-box issues that could affect you or your beneficiaries (e.g., life events such as divorce or incapacity; tax issues for unmarried partners; decisions about trusts) • The Follow-up Care Solution: how to keep your planning on track and make adjustments when circumstances change, and how to determine whether your professional retirement advisor is really up to the task of preserving and protecting your money • Plus: the most up-to-date information on tax laws, including the Pension Protection Act of 2006, which provides major new retirement incentives that you can take advantage of Your Complete Retirement Planning Road Map is an indispensable planning solution that is sure to become the standard how-to on a complex subject that is becoming relevant to more people every day.
Author | : United States. Congress. Senate. Committee on Finance |
Publisher | : |
Total Pages | : 164 |
Release | : 1999 |
Genre | : Business & Economics |
ISBN | : |
Author | : United States. Dept. of State |
Publisher | : |
Total Pages | : 60 |
Release | : 1968 |
Genre | : Civil service |
ISBN | : |