20 Retirement Decisions You Need to Make Right Now

  • Share this:
Share with a friend
Sign into your email account to send this page to a friend:
Outlook or Apple Mail
or other default program
Walmart Gift Card
Put the fun of shopping in their hands with Walmart Gift Cards! Ship to Home or Send via email.
Advertisement
Advertisement

20 Retirement Decisions You Need to Make Right Now

Format:  Paperback,

345 pages

Publisher: Sourcebooks Inc

Publish Date: Aug 2010

ISBN-13: 9781402229244

ISBN-10: 1402229240

Buy from Walmart

Shipping & Pickup
Online
$13.71

Out of stock online

  • Store information not available.

 Buy from Marketplace

Shipping & Additional Information

Book Information

The following content was provided by the publisher.

"You're in control of Your Retirement Future"

Inside are twenty major financial decisions which could profoundly impact your lifestyle over the next forty years. For many retirees, these decisions come as a surprise and must be made hastily without proper consultation. But by reading the expert, commission-free advice in this book, you'll learn how to manage your assets and prepare for the best possible retirement. Do I have enough money to retire now? How will I cover my medical expenses during retirement? When should I begin taking Social Security? How much should I invest in stocks, bonds, and cash? What criteria should I use to identify the best investments? Should I cancel my life insurance policy? Should I pay off my mortgage at retirement?

Ray E. LeVitre is a Certified Financial Planner with nearly twenty years of experience in the financial services industry, working for Fidelity, CitiCorp, Mutual of New York, and Merrill Lynch before starting his own firm. He has been featured in the Chicago Tribune, Money magazine, Newsweek, and Kiplinger's. A fee-only advisor, Ray does not receive commission from any product or service he recommends.
Visit www.networthadvice.com.

Specifications

Author:
Publisher: Sourcebooks Inc
Publish Date: Aug 2010
ISBN-13: 9781402229244
ISBN-10: 1402229240
Format: Paperback
Number of Pages: 345
Shipping Weight (in pounds): 1.27
Product in Inches (L x W x H): 6.06 x 1.13 x 8.84

Chapter outline

Warning from the Author
The 20 Financial Decisions You Must Make at Retirement
Retirement Planning
Retiring Now!
Do I have enough money to retire now?
Double Your Money
Is it worthwhile to develop a comprehensive financial plan if I'm already close to retirement?
Fire Your Broker!
Who should I trust to advise me about my financial future?
More Life than Money
How much can I safely withdraw from my portfolio?
Tapping Your IRA Early and Avoiding Penalties
If I retire early is it okay to withdraw funds from my IRA?
Sources of Retirement Income
Tax Refunds Every Year for Life
When Should I begin taking Social Security?
Maxing Your Pension
Which pension payout option should I choose?
Cash It, Roll It, Leave It, Roth It, Annuitize It, Stock It!
Which retirement plan distribution option should I choose?
A Tax Loophole
Which retirement plan distribution option should I choose?
Developing a Successful Investment Strategy
Avoiding the 10 Most Common Investor Mistakes
How should I manage my personal savings?
The Most Important Investment Decision You'll Make
How much should I invest in stocks, bonds, and cash?
Investment Consistency
How should I diversify my investment portfolio?
Know Your Team
How should I diversify my investment portfolio?
The Choice
How should I diversify my investment portfolio?
Divorce Your Stock
What should I do if the bulk of my portfolio is invested in one or two stocks?
Ready...Set...Buy
What criteria should I use to identify the best investments?
Safer Ways to Own Stocks
What criteria should I use to identify the best investments?
No Load" Means Lower Costs
Should I buy load or no-load mutual funds, annuities, and life insurance?
A Mission Statement for Your Money
How will I manage my portfolio on an ongoing basis?
Routine Checkups
How will I manage my portfolio on an ongoing basis?
Insurance and Retirement
Heart Surgery Isn't Cheap
How will I cover my medical expenses during retirement?
Toileting and Retirement
Should I purchase long-term care insurance?
Please! No More Life Insurance Premiums
Should I cancel my life insurance since I no longer need the coverage?
Other Retirement Considerations
To Pay or Not to Pay?
Should I pay off my mortgage at retirement?
You Can't Take It with You
What strategies should I use to ensure that my estate passes to my heirs and not to Uncle Sam?
A Parting Thought
Notes

Customer Product Reviews

 

Gifting Plans

Financing Offers

Enjoy Great Financing!

Make the most of your shopping experience with the Walmart Discover® or Walmart Credit Card.

Save $25 when you open a Walmart® Credit Card and spend $75 today.*

*Offer subject to credit approval

Learn More or Apply Now

No Payments + No Interest if Paid in Full in 6 Months!
Enjoy no payments for 6 months. You'll have 6 months with no payments, and no interest if paid in full within 6 months on orders over $250. Otherwise, interest will be charged from the original date of purchase. Bill Me Later is the quick, easy, secure way to buy online without using your credit card. Simply select Bill Me Later at checkout. Subject to credit approval.

See Terms