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You're Retired Now What?: Money Skills for a Comfortable Retirement

You're Retired Now What?: Money Skills for a Comfortable Retirement

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作者: Ronald M. Yolles 著

出版社: Wiley

出版时间: 1998-08

版次: 1

ISBN: 9780471248361

定价: 302.50

装帧: 平装

页数: 288页

正文语种: 英语

分类: 外文古旧书>英文书>童书

A helpful guide to successfully managing your finances in the golden years.With people living longer, retirement can stretch up to 20 and 30 years. You′re Retired, Now What? provides sound advice, helpful tips, and an effective approach to managing money during retirement. The book covers such key issues as maximizing IRA distributions, planning cash flow over the years, the best investment strategies for retirees, and more. It includes helpful worksheets, case studies, and sample forms.Ronald M. Yolles, JD, CFP (Southfield, MI) is an attorney and certified financial analyst. Murray Yolles, JD, MBA (Southfield, MI), Ron′s father, has expertise in estate planning and tax issues. Ronald M. Yolles, JD, CFA is an attorney and certified financial analyst. He is the President and Senior Portfolio Manager of Yolles Investment Management, Inc. He has been quoted widely in the national and local media and was a speaker at the 1995 Schwab National Financial Advisors Conference. Murray Yolles, JD, MBA, Ron′s father, has extensive experience and expertise in estate planning and tax issues. YOUR RETIREMENT MIND-SET. Cost of Living and Other Financial Issues. Cash Flow and Nonportfolio Sources of Income. Maximizing Cash Flow. THE BEST INVESTMENT STRATEGY FOR YOUR RETIREMENT. Identifying Your Money Personality. Investing During Retirement. Developing, Implementing, and Maintaining a Sensible Retirement Portfolio Strategy. How to Select and Assemble a Portfolio of the Best No-Load Mutual Funds. APPORTIONING AND INSURING YOUR NEST EGG. Withdrawal Strategies Using IRAs, Pensions, Rollovers, and Social Security. Insuring Your Investment Portfolio. PROTECTING YOUR FAMILY'S FINANCIAL WEEL-BEING. Estate Planning. Foul-Ups and Fraud: The Laws that Protect the Public. Investment Advisors. Conclusion. Index.
内容简介:
A helpful guide to successfully managing your finances in the golden years.With people living longer, retirement can stretch up to 20 and 30 years. You′re Retired, Now What? provides sound advice, helpful tips, and an effective approach to managing money during retirement. The book covers such key issues as maximizing IRA distributions, planning cash flow over the years, the best investment strategies for retirees, and more. It includes helpful worksheets, case studies, and sample forms.Ronald M. Yolles, JD, CFP (Southfield, MI) is an attorney and certified financial analyst. Murray Yolles, JD, MBA (Southfield, MI), Ron′s father, has expertise in estate planning and tax issues.
作者简介:
Ronald M. Yolles, JD, CFA is an attorney and certified financial analyst. He is the President and Senior Portfolio Manager of Yolles Investment Management, Inc. He has been quoted widely in the national and local media and was a speaker at the 1995 Schwab National Financial Advisors Conference. Murray Yolles, JD, MBA, Ron′s father, has extensive experience and expertise in estate planning and tax issues.
目录:
YOUR RETIREMENT MIND-SET. Cost of Living and Other Financial Issues. Cash Flow and Nonportfolio Sources of Income. Maximizing Cash Flow. THE BEST INVESTMENT STRATEGY FOR YOUR RETIREMENT. Identifying Your Money Personality. Investing During Retirement. Developing, Implementing, and Maintaining a Sensible Retirement Portfolio Strategy. How to Select and Assemble a Portfolio of the Best No-Load Mutual Funds. APPORTIONING AND INSURING YOUR NEST EGG. Withdrawal Strategies Using IRAs, Pensions, Rollovers, and Social Security. Insuring Your Investment Portfolio. PROTECTING YOUR FAMILY'S FINANCIAL WEEL-BEING. Estate Planning. Foul-Ups and Fraud: The Laws that Protect the Public. Investment Advisors. Conclusion. Index.

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