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Retirement Planning QuickStart Guide : The Simplified Beginner's Guide to Building Wealth, Creating Long-Term Financial Security, and Preparing for Life after Work / Ted D. Snow.
- Format:
- Book
- Author/Creator:
- Snow, Ted D., author.
- Language:
- English
- Subjects (All):
- Retirement--Planning.
- Retirement.
- Financial security.
- Finance, Personal.
- Physical Description:
- 1 online resource (311 pages)
- Edition:
- First edition.
- Place of Publication:
- [Place of publication not identified] : ClydeBank Media LLC, [2021]
- Summary:
- "Retirement is an inevitability for us all, the difference for some of us is that we're prepared. It is never too late (or too early) to start preparing for retirement. Using the concepts discussed in this book anyone can set themselves up for a retirement that is financially happy and healthy, enjoyable, and a reward for decades of hard work (instead of more of the same)"-- Provided by publisher.
- Contents:
- Intro
- Table of Contents
- Introduction
- My Story-My "Why"
- How Giving Changed My Practice and My Life
- When to Start Retirement Planning
- Retirement on Purpose
- The Fit Retiree
- Manage Your Money, Don't Let It Manage You
- How This Book Is Organized
- PART I - DESIGNING YOUR RETIREMENT
- | 1 | Key Retirement Accounts
- Key Retirement Accounts to Start Building Now
- 401(k) Plans
- Individual Retirement Accounts
- Health Savings Accounts
- On Your Own or with an Advisor?
- | 2 | Investment Strategies
- Inflation
- Longevity
- Stocks and Bonds
- Mutual Funds and Indexes
- Exchange-Traded Funds
- Real Estate Investments
- | 3 | Insurance
- Disability Insurance
- Life Insurance
- Long-Term Care Insurance
- Property and Casualty Insurance
- | 4 | Understanding Your Retirement Needs
- Calculating Expenses
- Building a Retirement Budget
- Calculating Your Life Expectancy
- Life After Work
- | 5 | Accelerating Your Retirement Timeline
- The Origins of the FIRE Movement
- Who Are the FIRE Proponents?
- Downsides of the FIRE Lifestyle
- Lessons from the FIRE Movement
- PART II - TRANSITIONING TO RETIREMENT
- | 6 | Social Security and Pensions
- Social Security-Its History and (Not So Certain) Future
- When and How to File for Social Security
- Pensions
- | 7 | Annuities
- Fixed, Indexed, and Variable Annuities
- Immediate and Deferred Annuities
- Choosing the Right Annuity
- | 8 | Reaping the Rewards
- Making Portfolio Withdrawals
- Generating Cash Flow with Real Estate
- Is It Too Late to Start My Own Small Business?
- | 9 | Fraud
- Cybersecurity
- Other Forms of Fraud
- | 10 | Managing Your Portfolio
- Asset Allocation
- Tax Planning
- PART III - LIFE AFTER RETIREMENT
- | 11 | Retiring from Work and Into Life
- Purpose, Passions, and Plans
- Choosing a New Career
- Learning
- Travel.
- Location Independence
- | 12 | Managing Your Health Plans
- Medicare
- Medicaid
- Private and Supplemental Care
- | 13 | Estate Planning
- Wills
- Trusts
- Power of Attorney
- Handling End-of-Life Care
- Conclusion
- What Your Financial Plan Should Include
- Monitoring and Reviewing Your Plan
- A Parting Thought
- Appendix I
- Online Advisors and Robo-Advisors
- Appendix II
- State Health Insurance Assistance Program Numbers
- Appendix III
- The Universe of Comprehensive Financial Planning
- About the Author
- About ClydeBank Media
- Glossary
- Disclosures
- References.
- Notes:
- Description based on publisher supplied metadata and other sources.
- Description based on print version record.
- Includes bibliographical references.
- ISBN:
- 9781636100067
- 1636100066
- OCLC:
- 1259322256
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