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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Library
Call Number
Material Type
Home Location
Status
Central Library HG179 .Y63 1998 Adult Non-Fiction Central Closed Stacks
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Summary

Summary

A helpful guide to successfully managing your finances in the golden years.

With people living longer, retirement can stretch up to 20 and 30 years. You′re Retired, Now What? provides sound advice, helpful tips, and an effective approach to managing money during retirement. The book covers such key issues as maximizing IRA distributions, planning cash flow over the years, the best investment strategies for retirees, and more. It includes helpful worksheets, case studies, and sample forms.

Ronald M. Yolles , JD, CFP (Southfield, MI) is an attorney and certified financial analyst. Murray Yolles , JD, MBA (Southfield, MI), Ron′s father, has expertise in estate planning and tax issues.


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

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