20 Retirement Decisions You Need to Make Right Now 2nd Edition by Ray Levitre – Ebook PDF Instant Download/Delivery: 1402296754, 9781402296758
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Product details:
ISBN 10: 1402296754
ISBN 13: 9781402296758
Author: Ray Levitre
Table of contents:
Section 1: Retirement Planning
Chapter 1: Retiring Now!
Retirement Decision #1: Do I have enough money to retire now?
Chapter 2: Double Your Money
Retirement Decision #2: Is it worthwhile to develop a comprehensive financial plan if I’m already close to retirement?
Chapter 3: Fire Your Broker!
Retirement Decision #3: Who should I trust to advise me about my financial future?
Chapter 4: More Life than Money
Retirement Decision #4: How much can I safely withdraw from my portfolio?
Chapter 5: Tapping Your IRA Early and Avoiding Penalties
Retirement Decision #5: If I retire early is it okay to withdraw funds from my IRA?
Section 2: Sources of Retirement Income
Chapter 6: Tax Refunds Every Year for Life
Retirement Decision #6: When should I begin taking Social Security?
Chapter 7: Maxing Your Pension
Retirement Decision #7: Which pension payout option should I choose?
Chapter 8: Cash It, Roll It, Leave It, Roth It, Annuitize It, Stock It!
Retirement Decision #8: Which retirement plan distribution option should I choose?
Chapter 9: A Tax Loophole
Retirement Decision #8 (continued): Which retirement plan distribution option should I choose?
Section 3: Developing a Successful Investment Strategy
Chapter 10: Avoiding the 10 Most Common Investor Mistakes
Retirement Decision #9: How should I manage my personal savings?
Chapter 11: The Most Important Investment Decision You’ll Make
Retirement Decision #10: How much should I invest in stocks, bonds, and cash?
Chapter 12: Investment Consistency
Retirement Decision #11: How should I diversify my investment portfolio?
Chapter 13: Know Your Team
Retirement Decision #11 (continued): How should I diversify my investment portfolio?
Chapter 14: The Choice
Retirement Decision #11 (continued): How should I diversify my investment portfolio?
Chapter 15: Divorce Your Stock
Retirement Decision #12: What should I do if the bulk of my portfolio is invested in one or two stocks?
Chapter 16: Ready…Set…Buy
Retirement Decision #13: What criteria should I use to identify the best investments?
Chapter 17: Safer Ways to Own Stocks
Retirement Decision #13 (continued): What criteria should I use to identify the best investments?
Chapter 18: “No Load” Means Lower Costs
Retirement Decision #14: Should I buy load or no-load mutual funds, annuities, and life insurance?
Chapter 19: A Mission Statement for Your Money
Retirement Decision #15: How will I manage my portfolio on an ongoing basis?
Chapter 20: Routine Checkups
Retirement Decision #15 (continued): How will I manage my portfolio on an ongoing basis?
Section 4: Insurance and Retirement
Chapter 21: Heart Surgery Isn’t Cheap
Retirement Decision #16: How will I cover my medical expenses during retirement?
Chapter 22: Toileting and Retirement
Retirement Decision #17: Should I purchase long-term care insurance?
Chapter 23: Please! No More Life Insurance Premiums
Retirement Decision #18: Should I cancel my life insurance since I no longer need the coverage?
Section 5: Other Retirement Considerations
Chapter 24: To Pay or Not to Pay?
Retirement Decision #19: Should I pay off my mortgage at retirement?
Chapter 25: You Can’t Take It with You
Retirement Decision #20: What strategies should I use to ensure that my estate passes to my heirs and not to Uncle Sam?
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Tags: Ray Levitre, Retirement, Decisions, Need, Make, Right, Now


