Personal Finance After 50 for Dummies

ISBN-13: 9781119724186 / Angielski / Miękka / 2021 / 400 str.

Eric Tyson; Robert C. Carlson

Spis treści

Introduction 1Part 1: Understanding Personal Finance After 50 5Chapter 1: Looking Ahead to Your Future 7Chapter 2: Protecting Your Employment Income and Your Health 17Chapter 3: Developing a Retirement Plan 35Chapter 4: Identifying Retirement Investments and Strategies 53Chapter 5: Grasping Retirement Accounts and Their Rules 75Part 2: Making Money Decisions in Retirement 91Chapter 6: Managing Budgets and Expenses 93Chapter 7: Guiding Investments and Distributions in Retirement 111Chapter 8: Making Important Housing Decisions 129Chapter 9: Considering Your Long-Term Care Insurance Needs and Options 141Part 3: Dealing with Government Programs 171Chapter 10: Making Your Best Choices under Social Security 173Chapter 11: Getting the Most Out of Medicare 203Chapter 12: The State Healthcare System Backup: Medicaid 233Part 4: Estate Planning: It's More than Just Dead People and Lawyers 257Chapter 13: The Basics on Estate Planning 259Chapter 14: Eyeing Wills and Other Legal Documents 279Chapter 15: Tackling the Federal Estate Tax When You Have Too Much Money 299Chapter 16: Focusing on Estate Taxes and the Many Types of Trusts 323Part 5: The Part of Tens 335Chapter 17: Ten Common Retirement and Estate Planning Mistakes 337Chapter 18: Ten Things to Know about Working in Retirement 347Chapter 19: Ten (or So) Tips to Know about Caring for Your Aging Parents 353Index 359

O autorze

Eric Tyson is a recognized personal finance counselor, writer, and lecturer. Tyson has been featured on and quoted in hundreds of publications and media outlets.Bob Carlson is Chairman of the Board of Trustees of the Fairfax Country Employees' Retirement System.