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GETTING STARTED IN RETIREMENT PLANNING
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商品簡介
PAINLESS RETIREMENT PLANNING Real-life solutions to retirement planning issues do exist. In this practical and accessible book, two of the top financial advisors in the United States offer all concerned, from baby boomers to older individuals, proven strategies for planning success.
* Addresses emotional and psychological needs as well as difficult financial decision making regarding both the retiree and his or her family
* Presents case studies based on the experts' own practice
* Includes numerous computerized hypothetical scenarios to provide realistic solutions to the wide range of retirement situations. . . and much more to help you confront the issues, find their resolutions----and ensure the worry-free future you and your family deserve.
* Addresses emotional and psychological needs as well as difficult financial decision making regarding both the retiree and his or her family
* Presents case studies based on the experts' own practice
* Includes numerous computerized hypothetical scenarios to provide realistic solutions to the wide range of retirement situations. . . and much more to help you confront the issues, find their resolutions----and ensure the worry-free future you and your family deserve.
作者簡介
RONALD M. YOLLES, JD, CFA, is President of Yolles Investment Management, a Southfield, Michigan, investment firm managing over $120 million. He has twice been recognized by Worth magazine as one of the leading financial advisors in the United States, and specializes in tax-efficient investment strategies.
MURRAY YOLLES, JD, MBA, worked for the IRS before founding a Detroit law firm specializing in tax and estate planning. In 1994, his son Ron persuaded him to "unretire" and join Yolles Investment. He specializes in retirement and financial planning. Ronald and Murray Yolles are also the authors of You're Retired, Now What? (Wiley).
MURRAY YOLLES, JD, MBA, worked for the IRS before founding a Detroit law firm specializing in tax and estate planning. In 1994, his son Ron persuaded him to "unretire" and join Yolles Investment. He specializes in retirement and financial planning. Ronald and Murray Yolles are also the authors of You're Retired, Now What? (Wiley).
目次
SAVING FOR FINANCIAL INDEPENDENCE.
Retirement Basics.
The Psychology of Retirement.
Saving for Retirement: The Magic of Compound Interest.
Managing Your Portfolio.
LIFE STAGE FINANCIAL STRATEGIES.
Investing Is Different Once You're Retired: Withdrawing Income from Your Portfolio.
When Can You Afford to Retire? The Focus on Withdrawal Planning.
Retirement and Preretirement--Even If You're under 50.
PRESERVING YOUR WEALTH: ESTATE PLANNING.
Dealing with Potentially High Health Care Expenses.
Protecting Your Portfolio from Creditors, Crooks, and Carelessness.
ENJOYING THE GOOD LIFE.
Estate Planning--Arranging to Help Your Loved Ones after Your Death.
More Estate Planning--Additional Tools.
Putting It All Together: Your Comprehensive, Multigenerational Wealth Management Plan.
Glossary.
Index.
Retirement Basics.
The Psychology of Retirement.
Saving for Retirement: The Magic of Compound Interest.
Managing Your Portfolio.
LIFE STAGE FINANCIAL STRATEGIES.
Investing Is Different Once You're Retired: Withdrawing Income from Your Portfolio.
When Can You Afford to Retire? The Focus on Withdrawal Planning.
Retirement and Preretirement--Even If You're under 50.
PRESERVING YOUR WEALTH: ESTATE PLANNING.
Dealing with Potentially High Health Care Expenses.
Protecting Your Portfolio from Creditors, Crooks, and Carelessness.
ENJOYING THE GOOD LIFE.
Estate Planning--Arranging to Help Your Loved Ones after Your Death.
More Estate Planning--Additional Tools.
Putting It All Together: Your Comprehensive, Multigenerational Wealth Management Plan.
Glossary.
Index.
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