| 000 -LEADER |
|---|
| fixed length control field |
03820cam a2200217 a 4500 |
| 020 ## - INTERNATIONAL STANDARD BOOK NUMBER |
|---|
| ISBN |
9781118095287 (hardback) |
| 020 ## - INTERNATIONAL STANDARD BOOK NUMBER |
|---|
| ISBN |
1118095286 (hardback) |
| 040 ## - CATALOGING SOURCE |
|---|
| Transcribing agency |
DLC |
| 082 00 - DEWEY DECIMAL CLASSIFICATION NUMBER |
|---|
| Classification number |
332 WIL 2011 A113 Or. |
| 100 1# - MAIN ENTRY--AUTHOR NAME |
|---|
| Personal name |
Parrott, Hank. |
| 245 10 - TITLE STATEMENT |
|---|
| Title |
Seven steps to financial freedom in retirement / |
| 246 38 - VARYING FORM OF TITLE |
|---|
| Title proper/short title |
7 steps to financial freedom in retirement |
| 260 ## - PUBLICATION, DISTRIBUTION, ETC. (IMPRINT) |
|---|
| Place of publication |
Hoboken, N.J. : |
| Name of publisher |
Wiley, |
| Year of publication |
c2011. |
| 300 ## - PHYSICAL DESCRIPTION |
|---|
| Number of Pages |
xxi, 195 p. : |
| Other physical details |
ill. ; |
| Dimensions |
24 cm. |
| 500 ## - GENERAL NOTE |
|---|
| General note |
Machine generated contents note: Introduction.Chapter 1 Getting the Nest Egg Ready to Hatch.A New Approach.What You've Got.Additional Sources of Retirement Income.Where Are Your Retirement Resources?With Assets Comes Expenses.Looking Forward.Chapter 2: Putting Your Assets to Work for You.The Old Way: Maximizing Returns Based on Risk Tolerance.The Hank Parrott Way: The Smart Money Approach.Why Do I Need Such Big Returns?Checking In.Accessing Assets in Retirement Accounts.Converting Money from a Traditional IRA to a Roth IRA.Organizing Your Non-Retirement Accounts.Looking Forward.Chapter 3: IRA Mastery.Planning for Taxes.What Makes Up a Traditional IRA?Contributing to an IRA.Traditional and Roth IRAs: Learn the Difference!The Rules of Roth Conversions.Tax Considerations When Investing IRA Assets.Taking Distributions from Traditional IRAs.Estates and IRAs.Passing it Along.Looking Ahead.Chapter 4: Enhancing Your Retirement with Built-in GuaranteesAnnuities, Bonds, and CDs.Bonds: What is guaranteed and what is not.Annuities: Separating myths from truth.CDs: A Key Element in an Income-Generating Retirement Portfolio.Putting It All Together: Investing for the Long Term.Chapter 5: How the Smart Money Invests.Learning through Trial and Error.The Real Story.Starting Off: The Retirement Investor Quiz.Busting the Investment Myths.Active Management.Tune out the Media's Advice.Investing vs. Speculating: Know the Difference!A Real Story About Speculative Investing.The Smart Money Investment Strategy.All About Asset Allocation.Tax Planning and Investments.My Best Advice.Looking Forward.Chapter 6: Paying for Helping Hands.The Ins and Outs of Long-Term Care.What are Your Options?Planning Ahead.Common Myths About Long-Term Care.How You'll Pay.Examining Which LTC Payment Option Works for You.Understanding Long-Term Care Insurance.Last But Not Least.Chapter 7: The Basics of Estate Planning.Why Estate Planning?Problematic Probate.All About Trusts.The Five Essential Documents.Lightning Round: Other Types of Trusts.Whom Should I Name as Trustee?The Value of Real Professionals: Finding the Right Certified Expert.Frequently Asked Questions.Estate Planning Checklist.Where to Go from Here.Appendix A: Confidential Lifestyle Questionnaire.Appendix B: Lifestyle Expense Worksheet.Appendix C: Financial Lifestyle Fact Finder.Acknowledgments.About the Author.Index. |
| 520 ## - SUMMARY, ETC. |
|---|
| Summary, etc |
"The Financial Lifestyle Guide is an educational book, providing the sum of Hank Parrott's knowledge of financial planning in an easy-to-understand format. Far from just explaining more advanced planning strategies, Hank starts from the beginning by explaining the basics of IRAs and 401(k)s, before launching into a more in-depth discussion of the strategies and tax implications thereof. The book assesses your accounts to determine all of your assets. Author Hank Parrott helps to determine your projected lifestyle expenses post-retirement. Finally, he works to draw a road map between what you have and what you need, along the way showing what types of products and accounts will get you there. The book addresses: IRAs annuities, bonds, and CDs the perils of "stock picking" the basics of Estate Planning and much more "--Provided by publisher. |
| 650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM |
|---|
| Topical Term |
Retirement income. |
| 650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM |
|---|
| Topical Term |
Finance, Personal. |
| 650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM |
|---|
| Topical Term |
Estate planning. |
| 942 ## - ADDED ENTRY ELEMENTS (KOHA) |
|---|
| Koha item type |
សៀវភៅភាសាអង់គ្លេស |
| 952 ## - LOCATION AND ITEM INFORMATION (KOHA) |
|---|
| Withdrawn status [LOCAL, KOHA] |
0 |
| 952 ## - LOCATION AND ITEM INFORMATION (KOHA) |
|---|
| Withdrawn status [LOCAL, KOHA] |
0 |
