The Wall Street Journal Guide to Planning Your Financial Future: The Easy-to-Read Guide to Planning for Retirement / Edition 3 by Kenneth M. Morris, Virginia B. Morris | | 9780965093231 | Paperback | Barnes & Noble
The Wall Street Journal Guide to Planning Your Financial Future: The Easy-to-Read Guide to Planning for Retirement / Edition 3

The Wall Street Journal Guide to Planning Your Financial Future: The Easy-to-Read Guide to Planning for Retirement / Edition 3

by Kenneth M. Morris, Virginia B. Morris
     
 

ISBN-10: 0965093239

ISBN-13: 9780965093231

Pub. Date: 09/28/2002

Publisher: Lightbulb Press, Incorporated

The Wall Street Journal Guide To Planning Your Financial Future

provides clear explanations of the things you need to know and guidelines for the decisions you have to make to enjoy a comfortable retirement. It covers the advantages of salary reduction plans, clarifies the difference between Roth and traditional IRAs, and describes the benefits of

Overview

The Wall Street Journal Guide To Planning Your Financial Future

provides clear explanations of the things you need to know and guidelines for the decisions you have to make to enjoy a comfortable retirement. It covers the advantages of salary reduction plans, clarifies the difference between Roth and traditional IRAs, and describes the benefits of effective tax planning. And it provides practical, helpful ideas to get you started.

Product Details

ISBN-13:
9780965093231
Publisher:
Lightbulb Press, Incorporated
Publication date:
09/28/2002
Edition description:
Older Edition
Pages:
160
Product dimensions:
5.51(w) x 10.24(h) x (d)

Table of Contents

Looking Ahead
The Retirement Marathon6
Planning for the Future8
Protecting Your Future10
Money Matters12
Making Critical Choices14
Where to Live?16
Using Your Equity18
Making the Move20
Employer Plans
Tax-deferred Retirement Plans22
Pensions24
Defined Benefit Plans26
Defined Contribution Plans28
Salary Reduction Plans30
Matching and Switching32
Self-directed Pension Plans34
Supplemental Retirement Plans36
Pension Decisions38
Pension Choices40
Pension Annuities42
Lump Sum Distributions44
Changing Jobs, Changing Pensions46
Pension: Money Problems48
Individual Plans
IRAs: What They Are50
IRAs: Your Show52
IRAs: Weighing the Merits54
IRA Rollovers56
SEPs and SIMPLESs58
Keogh Plans60
Keogh Variety62
IRA Withdrawals64
Taking Money Out66
Social Security
Social Security68
Changing for the Better70
Benefit Ins and Outs72
Social Security Up Close74
Got You Covered76
Figuring What You Get78
When to Apply80
Working after Retirement82
Family Coverage84
Survivor Benefits86
Disability Benefits88
Taxing Benefits90
Investing
Personal Investing Goals92
The Impact of Inflation94
A Winning Strategy96
The Right Moves98
Diversification100
Investment Risk102
Allocating Your Assets104
Asset Allocation Choices106
Figuring Yield108
Finding Return110
Deferred Annuities112
Immediate Annuities114
Estate Planning
What's Your Estate?116
What's in a Name?118
Estate Taxes120
Wills122
Cooking Up a Will124
Who's in a Will?126
Beneficiaries128
Acting as Executor130
A Matter of Trust132
Revocable Living Trusts134
Irrevocable Living Trusts136
Testamentary Taxsavers138
The Universe of Trusts140
Gifts142
And More Gifts144
Healthcare
Protecting Health and Wealth146
Medicare148
Making Medicare Choices150
Long-term Care152
The Details of Coverage154

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