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Seven Steps to Financial Freedom in Retirement

Seven Steps to Financial Freedom in Retirement 
Publisher  John Wiley and Sons, Inc.
Publication year  2011
Language  en
Edition  1
Imprint  Wiley
Page amount  208 pages
Category  Retirement Planning
Format  Ebook
License Format Price  
Permanent ePUB with Adobe DRM 27.80 €  Add to cart >
DRM Restrictions
Printing  62 pages with an additional page accrued every 12 hours, capped at 62 pages
Copy to clipboard  10 excerpts
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.

We do not deliver the extra material sometimes included in printed books (CDs or DVDs).

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