The Complete Cardinal Guide to Planning for and Living in Retirement
The financial complexities we face in retirement can be daunting. The landscape of Social Security, Medicare, insurance, benefits, investments, and planning for long-term care presents many choices, challenges, and opportunities. The Complete Cardinal Guide gives you the tools you need to understand how to make informed decisions that are right for you. The purpose of this book is to guide you through the major retirement options that retirees face. It explains simple and effective strategies you can put in place now, with the help of professionals, to make your retirement financially successful. Author and founder of Cardinal Retirement Planning Hans “John” Scheil, a Certified Financial Planner™ (CFP®) and Chartered Advisor for Senior Living (CASL®), calls upon his 40 years of experience in the business to answer the following questions in depth, and he illustrates each with real-life stories: At what age should I start receiving my Social Security check?, What’s the best way to supplement my Medicare coverage?, Can I receive long-term care and stay at home? How do I afford it? ,How should I handle my IRA and/or 401k accounts?, What’s a smart investment strategy for financing my retirement years?, How do my income taxes change after I retire?, What if I live longer than my retirement savings last?, What’s the best way to transfer my life insurance and other assets to my children and grandchildren?, How do I ensure my survivors are OK after I die?,How should I approach choosing financial and legal professionals to help me plan my retirement?
1123452802
The Complete Cardinal Guide to Planning for and Living in Retirement
The financial complexities we face in retirement can be daunting. The landscape of Social Security, Medicare, insurance, benefits, investments, and planning for long-term care presents many choices, challenges, and opportunities. The Complete Cardinal Guide gives you the tools you need to understand how to make informed decisions that are right for you. The purpose of this book is to guide you through the major retirement options that retirees face. It explains simple and effective strategies you can put in place now, with the help of professionals, to make your retirement financially successful. Author and founder of Cardinal Retirement Planning Hans “John” Scheil, a Certified Financial Planner™ (CFP®) and Chartered Advisor for Senior Living (CASL®), calls upon his 40 years of experience in the business to answer the following questions in depth, and he illustrates each with real-life stories: At what age should I start receiving my Social Security check?, What’s the best way to supplement my Medicare coverage?, Can I receive long-term care and stay at home? How do I afford it? ,How should I handle my IRA and/or 401k accounts?, What’s a smart investment strategy for financing my retirement years?, How do my income taxes change after I retire?, What if I live longer than my retirement savings last?, What’s the best way to transfer my life insurance and other assets to my children and grandchildren?, How do I ensure my survivors are OK after I die?,How should I approach choosing financial and legal professionals to help me plan my retirement?
19.95 In Stock
The Complete Cardinal Guide to Planning for and Living in Retirement

The Complete Cardinal Guide to Planning for and Living in Retirement

by Hans John Scheil
The Complete Cardinal Guide to Planning for and Living in Retirement

The Complete Cardinal Guide to Planning for and Living in Retirement

by Hans John Scheil

Paperback

$19.95 
  • SHIP THIS ITEM
    In stock. Ships in 1-2 days.
  • PICK UP IN STORE

    Your local store may have stock of this item.

Related collections and offers


Overview

The financial complexities we face in retirement can be daunting. The landscape of Social Security, Medicare, insurance, benefits, investments, and planning for long-term care presents many choices, challenges, and opportunities. The Complete Cardinal Guide gives you the tools you need to understand how to make informed decisions that are right for you. The purpose of this book is to guide you through the major retirement options that retirees face. It explains simple and effective strategies you can put in place now, with the help of professionals, to make your retirement financially successful. Author and founder of Cardinal Retirement Planning Hans “John” Scheil, a Certified Financial Planner™ (CFP®) and Chartered Advisor for Senior Living (CASL®), calls upon his 40 years of experience in the business to answer the following questions in depth, and he illustrates each with real-life stories: At what age should I start receiving my Social Security check?, What’s the best way to supplement my Medicare coverage?, Can I receive long-term care and stay at home? How do I afford it? ,How should I handle my IRA and/or 401k accounts?, What’s a smart investment strategy for financing my retirement years?, How do my income taxes change after I retire?, What if I live longer than my retirement savings last?, What’s the best way to transfer my life insurance and other assets to my children and grandchildren?, How do I ensure my survivors are OK after I die?,How should I approach choosing financial and legal professionals to help me plan my retirement?

Product Details

ISBN-13: 9781936797813
Publisher: Tupelo Press
Publication date: 04/01/2016
Pages: 112
Product dimensions: 6.80(w) x 9.70(h) x 0.40(d)

Table of Contents

CONTENTS

1. The Cardinal Retirement Planning Way - 1
2. Strategizing Your Social Security Benefits - 11
3. Medicare: Excellent Health Insurance, but it's Not Long-Term Care - 17
4. Long-Term Care: There's an Appropriate Strategy for Every Family - 27
5. Assets: Your IRA, 401(k), and Pension Plan - 37
6. Investing Your Money and Living on it for the Rest of Your Life - 51
7. Life Insurance, Estate Planning, and Your Legacy - 59
8. Income Taxes - 67
9. Don't Try This at Home: Choosing Your Advisors - 73

Appendixes A-H - 78

A. Social Security Earnings Report -
B. Variations in Medicare Supplement Plan Premiums
C. Veterans Administration for Veterans Aid and Attendance
D. Medicare Surcharges
E. Morningstar Report
F. Power of Attorney
G. HIPAA Release
H. 1926 Tax Return

Index - 97
From the B&N Reads Blog

Customer Reviews