Preparing for Retirement

Preparing for Retirement

A Comprehensive Guide to Financial Planning

Book - 2014
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Updated for 2014, Black and White Edition. This is an educational text on financial planning, and more specifically, retirement planning. In order to have a successful retirement, you must have a plan that allows you to identify risks, reduce taxes, find good investments, understand insurance, and manage your estate planning. Preparing for Retirement does this with a 156 page guide that is full of easy to read charts, examples, and an appendix of commonly used financial planning forms. Whether you have managed your money for decades or you're new to financial planning, this 2013 edition of Preparing for Retirement provides the information and techniques needed to successfully create and maintain a financial plan. This comprehensive guide will help you: * Set goals (financial and non-financial) * Identify and manage risks * Manage taxes * Understand investment vehicles * Put together an effective asset allocation * Evaluate annuities and other types of insurance * Plan your estate * Understand the impact of the Affordable Care Act
Publisher: Greensboro, NC : Tarheel Advisors, LLC, 2014
Edition: 2014 Edition
ISBN: 9780989341806
Branch Call Number: HQ1062 .G56 2013
Characteristics: 1 volume : illustrations ; 28 cm


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