Cover image for You're retired, now what? : money skills for a comfortable retirement
Title:
You're retired, now what? : money skills for a comfortable retirement
Author:
Yolles, Ronald M.
Personal Author:
Publication Information:
New York : Wiley, [1998]

©1998
Physical Description:
xxii, 266 pages : illustrations ; 23 cm.
Language:
English
Added Author:
ISBN:
9780471248361
Format :
Book

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HG179 .Y63 1998 Adult Non-Fiction Central Closed Stacks
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Summary

Summary

Plenty of books tell you how to plan for retirement. This booktells you how to manage it once you are there.

Retirement: A time in your life when you should be kicking backand relaxing on a sandy beach or a golf course, without a care inthe world. Right? Well, these days it's a bit more complicated thanthat. With Social Security and Medicare hanging in the balance,questions and uncertainties abound: Will you have enough money?Will you need a part-time job? Do you have adequate healthinsurance? Here is the road map you need for a comfortable,stress-free retirement--complete with sandy beaches, if that'syour preference. Ron and Murray Yolles, a father-and-son team whohave advised retirees on money matters for fifty years, provide asolid, down-to-earth plan for a successful retirement, coveringeverything from the best investment strategies to maximizingretirement plans and IRAs.

"Will your money last? This book helps make sure it does for themillions of Americans entering retirement, answering this keyquestion and many more in an easy-to-read, friendly way."--Jean-Marie Eveillard, President, SoGen Funds.

"You're Retired, Now What? is a great read to help clear one'smind of all the conflicting financial advice that exists today."--David Herro, CFA, Partner, Director of InternationalEquities The Oakmark International Funds.


Author Notes

Ronald M. Yolles, JD, CFA is an attorney and certified financial analyst. He is the President and Senior Portfolio Manager of Yolles Investment Management, Inc. He has been quoted widely in the national and local media and was a speaker at the 1995 Schwab National Financial Advisors Conference. Murray Yolles, JD, MBA, Ron's father, has extensive experience and expertise in estate planning and tax issues.


Table of Contents

Your Retirement Mind-Set
Cost of Living and Other Financial Issues
Cash Flow and Nonportfolio Sources of Income
Maximizing Cash Flow
The Best Investment Strategy for your Retirement
Identifying Your Money Personality
Investing During Retirement
Developing, Implementing, and Maintaining a Sensible Retirement Portfolio Strategy
How to Select and Assemble a Portfolio of the Best No-Load Mutual Funds
Apportioning and Insuring your Nest Egg
Withdrawal Strategies Using IRAs, Pensions, Rollovers, and Social Security
Insuring Your Investment Portfolio
Protecting your Family's Financial Weel-Being
Estate Planning
Foul-Ups and Fraud: The Laws that Protect the Public
Investment Advisors
Conclusion
Index