Estate Planning Made Easy

Estate Planning Made Easy PDF Author: David Phillips
Publisher: Kaplan Publishing
ISBN: 9781419595967
Category : Business & Economics
Languages : en
Pages : 0

Get Book Here

Book Description
Baby boomers heading into their retirement years must take the time to ensure that their estates are in order—and that means a lot more than just preparing a will and naming an executor. Insurance, taxes, and planning for Medicare and Medicaid are among the crucial considerations in planning for the future. Completely revised and updated, Estate Planning Made Easy, Third Edition shows individuals why they need more than just a will and an executor, options for conserving wealth, and advice on putting together a comprehensive estate plan. This third edition includes extensive revisions to tax legislation, which has changed significantly over the last few years, leaving most American’s clueless. Features: * Changes to Tax Legislation * How seniors can best plan for Medicare and Medicaid * How to obtain the best cash flow with an equity-rich home * Tax legislation regarding 401k’s IRA’s, and pensions * Strategies to help reduce estate size and give to children, grandchildren, and great grandchildren, without jeopardizing annual gift allowances * Premium financing of life insurance * Information on social security, private annuities, and state inheritance tax

Retirement Planning For Dummies

Retirement Planning For Dummies PDF Author: Matthew Krantz
Publisher: John Wiley & Sons
ISBN: 1119627583
Category : Business & Economics
Languages : en
Pages : 352

Get Book Here

Book Description
Advice and guidance on planning for retirement Retirement Planning For Dummies is a one-stop resource to get up to speed on the critical steps needed to ensure you spend your golden years living in the lap of luxury—or at least in the comfort of your own home. When attempting to plan for retirement, web searching alone can cause you more headaches than answers, leaving many to feel overwhelmed and defeated. This book takes the guesswork out of the subject and guides readers while they plan the largest financial obligation of their life. Take stock of your finances Proactively plan for your financial future Seek the help of professionals or go it alone Use online tools to make retirement planning easier Whether you're just starting out with a 401(k) or you’re a seasoned vet with retirement in your near future, this book helps younger and older generations alike how to plan their retirement.

Retirement Planning in 8 Easy Steps

Retirement Planning in 8 Easy Steps PDF Author: Joel Kranc
Publisher: Sourcebooks, Inc.
ISBN: 1623154790
Category : Business & Economics
Languages : en
Pages : 196

Get Book Here

Book Description
Need to start thinking about retirement but don't know where to start? Retirement Planning in Easy 8 Steps is a quick and easy way to start learning about retirement planning, helping you envision your ideal retirement and how to get there through investment planning, maximizing social security benefits and the other basics central to sound financial planning for retirement. Retirement Planning in 8 Easy Steps includes: 8 steps to help you reach your financial goals and achieve your dream lifestyle Straightforward strategies for building a secure savings plan Useful worksheets to help you stay on track and meet your goals Charts, terms & resources that simplify investing and budgeting Start your retirement planning today with these basic but essential strategies explained clearly by award-winning financial journalist Joel Kranc.

Retire Smart

Retire Smart PDF Author: Lorna Tan
Publisher:
ISBN: 9789814747806
Category : Estate planning
Languages : en
Pages :

Get Book Here

Book Description


Talk Money

Talk Money PDF Author: Lorna Tan
Publisher:
ISBN: 9789814266307
Category : Finance, Personal
Languages : en
Pages : 272

Get Book Here

Book Description


Saving for Retirement (Without Living Like a Pauper or Winning the Lottery) Updated and Revised

Saving for Retirement (Without Living Like a Pauper or Winning the Lottery) Updated and Revised PDF Author: Gail MarksJarvis
Publisher: FT Press
ISBN: 0132963051
Category : Business & Economics
Languages : en
Pages : 402

Get Book Here

Book Description
Saving for Retirement will relieve confusion and barriers to action for Americans who are increasingly worried about retirement. The book removes everything from the readers’ path that typically trips people up and hits the sweet spot for everyone aged 18 to 60. Using new figures (including troubling new projections of healthcare and long-term care costs), Gail MarkJarvis helps readers calculate exactly how much money they’ll need and how to get there. She presents easy, proven investing strategies for anyone at any age that will transform pocket change into hundreds of thousands of dollars. Packed with her readers’ personal stories, this book teaches powerful professional financial planning principles — but makes them simple enough for anyone to apply on their own.

The Retirement Planning Made Easy Workbook

The Retirement Planning Made Easy Workbook PDF Author: Diane Marra
Publisher:
ISBN: 9780997221718
Category :
Languages : en
Pages : 66

Get Book Here

Book Description
A working companion guide toRETIREMENT PLANNING MADE EASYleading you step by step through understanding,planning for and protecting your retirement income

SOCIAL SECURITY MADE SIMPLE

SOCIAL SECURITY MADE SIMPLE PDF Author: Mike Piper
Publisher: Simple Subjects
ISBN: 9780997946512
Category : Business & Economics
Languages : en
Pages : 130

Get Book Here

Book Description
Find all of the following, explained in plain-English: How your Social Security retirement benefits, spousal benefits, and widow/widower benefits are calculated How your benefits are affected if you have a government pension or if you continue working while claiming Social Security How to decide when is the best age for you (and your spouse, if you're married) to claim Social Security in order to get the most out of your benefits Whether or not it makes sense to take Social Security early in order to invest the money How to check your earnings record on the Social Security Administration's website to make sure you're getting the full benefit you deserve How Social Security benefits are taxed and how this affects retirement tax planning Please note that this book does not cover Social Security disability benefits or Supplemental Security Income (SSI).

Nonprofit Financial Planning Made Easy

Nonprofit Financial Planning Made Easy PDF Author: Jody Blazek
Publisher: John Wiley & Sons
ISBN: 9780470259214
Category : Business & Economics
Languages : en
Pages : 256

Get Book Here

Book Description
Nonprofit Financial Planning Made Easy presents straightforward strategies to make financial management a more smooth and successful process. Filled with practical forms and checklists to aid you in planning and managing your organizations' financial resources, Nonprofit Financial Planning Made Easy equips your nonprofit with step-by-step solutions to the dilemmas involved in keeping financial resources and the mission in balance.

Retirement Planning: A Practical Step by Step Guide for Preparing Yourself Now (Expert Strategies to Easily Craft Your Personalized Plan for Financial Freedom)

Retirement Planning: A Practical Step by Step Guide for Preparing Yourself Now (Expert Strategies to Easily Craft Your Personalized Plan for Financial Freedom) PDF Author: Eugene Williams
Publisher: Eugene Williams
ISBN:
Category : Business & Economics
Languages : en
Pages : 239

Get Book Here

Book Description
This book aims to intentionally cover the gap in the market for materials that cover financial planning for couples as against what we have that basically talks about individuals. It further bolsters how couples can minimize costs and maximize their wealth if they work together. With many years of research and unraveling secrets of lifetime income maximization and a passion for family wealth management, phoenix read bares it all by offering loads of helpful support, tools and information to help couples overcome these obstacles. In this book, you will discover: • The risks you need to be wary of when considering retirement • How to calculate what your actual needs will be in retirement, and how things stand now with your current savings • How side hustles can help you live a good life through retirement – and how to start now! • What investing for retirement means – and how you can add to your 401(k) plan • The benefits and downsides of investing in real estate for retirement income – know what you’re in for before making a decision The retirement planning made easy book is uniquely designed to help you achieve a more satisfying life in retirement by planning ahead for that momentous day when you can leave your job. Sitting down and making a plan as to what you will do every day, how to pursue worthy hobbies and even set some goals that will make you feel satisfied with your life. It will also help you gain confidence in your ultimate decision to finally retire. After all, you only get once chance to do it right so make the most of your retirement planning and set your sights on a truly fulfilling life.