Kategoria BISAC: Business & Economics >> Personal Finance - Retirement Planning

When properly designed, a revocable living trust can provide all of the estate tax-saving benefits available under a decedent's Last Will, eliminate a lifetime court-supervised financial guardianship of a person's financial affairs in the event of physical or mental incapacity, and, upon the trustor's death, facilitate estate administration without the necessity of a court-supervised process, or probate. Shockingly often, however, trusts are poorly designed and underfunded, nullifying all of their considerable...

With trillions of dollars in retirement savings assets, the tens of millions of Americans on the precipice of retirement need to convert these savings into retirement income. The fact that variable income annuities (VIAs) generate maximum lifetime income with zero probability of outliving it has spurred the need for more information about VIAs. The Handbook of Variable Income Annuities is by far the most comprehensive source of information on this topic. This book thoroughly describes the most important principles of optimal...

Retirement is closing in for many people who aren't financially or emotionally prepared. In sometimes creative and sometimes conventional ways, David and Penny point out proven and practical actions for amassing assets so that...

Author Jerald L. Aloof brings over 18 years' experience in guiding investors through the oftentimes-complicated steps of establishing retirement plans, managing retirement assets and preparing for the distribution of these assets through effective estate planning.

In a detailed, though clearly written guide, Aloof highlights the areas that the retired and soon-to-be retired investor should focus on....

Employee participation in 401(k) plans now exceeds eighty percent, making this approachable guide more invaluable than ever before. Rahaim covers the three major components of offering a 401(k) savings plan: preparation, implementation, and...

Are you one of thousands of Americans who are thinking of retiring or have already? Do you have the same questions: When can I quit? Will I run out of money? How can I get organized? When should I start Social Security? Should I pay off the house? What investments are best for me? Do I need long term care insurance?

Do you have personal concerns such as, what should I do with the rest of my life? How do I want to be remembered? What can I give?

This lively book is the author's story from years of advising people about these concerns. Through interesting advice, he offers Seven...