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Parrot, Hank

Seven Steps to Financial Freedom in Retirement

Seven Steps to Financial Freedom in Retirement

27,80€

ePUB with Adobe DRM
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Printing62 pages with an additional page accrued every 12 hours, capped at 62 pages
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An interactive guide to mapping your retirement plans

In Seven Steps to Financial Freedom in Retirement, financial advising and estate planning expert Harold Parrott guides the reader through the sometimes murky waters of retirement planning. Using a simple "Lifestyle Expense" planning approach customized to see how much money each person needs to live on in retirement, Parrott explains what investments can help readers reach their desired goals with minimum risk. Using detailed questionnaires, the book provides an informative guide for anyone concerned about having enough money to live comfortably in their retirement years.

An educational book employing an easy-to-understand format, Seven Steps explains the basics of IRAs and 401(k)s, before launching into a more in-depth discussion of the strategies and tax implications thereof, looking at:

  • Annuities, bonds, and CDs
  • The perils of "stock picking"
  • The basics of estate planning

A unique and indispensible resource for assessing finances to determine the full scope of the reader's assets, the book helps to determine projected lifestyle expenses post-retirement and crafts a road map showing what types of products and accounts are likely to be of most value.

Keywords: Personal Finance, “stock picking, estate planning advice, “lifestyle expense”, Harold Parrott, retirement advice, retirement goals

Author(s)
Publisher
John Wiley and Sons, Inc.
Publication year
2011
Language
en
Edition
1
Page amount
208 pages
Category
Technology, Energy, Traffic
Format
Ebook
ISBN
9781118095287

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