Senior Savvy: Simple Strategies and Advanced Techniques to Control, Preserve and Maximize Your Life Savings

Senior Savvy: Simple Strategies and Advanced Techniques to Control, Preserve and Maximize Your Life Savings

by Kenneth A. Stern

Paperback(3RD)

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Product Details

ISBN-13: 9780965226806
Publisher: Asset Planning Solutions
Publication date: 09/28/1996
Edition description: 3RD
Pages: 277
Product dimensions: 8.48(w) x 10.90(h) x 0.64(d)

Table of Contents

PART ONE: THE FINANCIAL PLAN                                                                            3
INTRODUCTION 1
Chapter 1. How to Create a Plan 5
Chapter 2. Inflation: A Real Threat 19
Chapter 3. Maximizing Retirement Benefits 23
Chapter 4. How Secure Is Social Security? 27
Chapter 5. Your Individual Retirement Account 37
Chapter 6. Taxes: How to Reduce and Avoid Them 49
Chapter 7. Investing for Safe Money 71
PART TWO: ESTATE PLANNING 79
Chapter 8. The Estate Plan: Wealth Transfer 81
Chapter 9. Creating and Utilizing Trusts 89
Chapter 10. Advanced Property Considerations 103
Chapter 11. Advanced Estate Reduction Strategies and Asset Protection Techniques 107
Chapter 12. What to Do When A Spouse Dies 127
Chapter 13. Senior Specialties 133
PART THREE: HEALTH CARE PLANNING 147
Chapter 14. Medicare, HMOs, and Nursing Homes 149
Chapter 15. Medicaid 169
PART FOUR: WHERE TO INVEST YOUR MONEY 197
Chapter 16. Types of Investments 199
Chapter 17. Understanding Portfolio Risk and Volatility 257
Appendix A: Compounding Interest A-1
Appendix B: Directory of Area Agencies for the Aging B-1

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