Cover image for The Wall Street Journal guide to planning your financial future : the easy-to-read guide to planning for retirement
Title:
The Wall Street Journal guide to planning your financial future : the easy-to-read guide to planning for retirement
Author:
Morris, Kenneth M.
Personal Author:
Edition:
Third edition.
Publication Information:
New York : Lightbulb Press, [2002]

©2002
Physical Description:
160 pages : color illustrations ; 26 cm
General Note:
"New IRA & 401(k) rules and tax changes"--Cover.

Includes index.
Language:
English
Added Corporate Author:
ISBN:
9780965093231

9780743225373
Format :
Book

Available:*

Library
Call Number
Material Type
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Status
Central Library HG179 .M66 2002 Adult Non-Fiction Non-Fiction Area
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Clearfield Library HG179 .M66 2002 Adult Non-Fiction Open Shelf
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Grand Island Library HG179 .M66 2002 Adult Non-Fiction Open Shelf
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Lancaster Library HG179 .M66 2002 Adult Non-Fiction Open Shelf
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Audubon Library HG179 .M66 2002 Adult Non-Fiction Open Shelf
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Summary

Summary

This revised and updated edition of "The Wall Street Journal Guide to Planning Your Financial Future" offers simple explanations and clear overviews for consumers bewildered by changing laws and overwhelmed by the frightening prospect of affording retirement. Illustrations. Copyright © Libri GmbH. All rights reserved.


Summary

This revised and updated edition of The Wall Street Journal Guide to Planning Your Financial Future offers simple explanations and clear overviews for consumers bewildered by changing laws and overwhelmed by the frightening prospect of affording retirement. Illustrations.


Table of Contents

Looking Ahead
The Retirement Marathonp. 6
Planning for the Futurep. 8
Protecting Your Futurep. 10
Money Mattersp. 12
Making Critical Choicesp. 14
Where to Live?p. 16
Using Your Equityp. 18
Making the Movep. 20
Employer Plans
Qualified Retirement Plansp. 22
Pensionsp. 24
Defined Benefit Plansp. 26
Defined Contribution Plansp. 28
Salary Reduction Plansp. 30
Matching and Switchingp. 32
Self-directed Pension Plansp. 34
Supplemental Retirement Plansp. 36
Pension Decisionsp. 38
Pension Choicesp. 40
Pension Annuitiesp. 42
Lump Sum Distributionsp. 44
Changing Jobs, Changing Pensionsp. 46
Some Pension Problemsp. 48
Individual Plans
IRAs: What They Arep. 50
IRAs: Your Showp. 52
IRAs: Weighing the Meritsp. 54
IRA Rolloversp. 56
SEPsp. 58
Keogh Plansp. 60
Keoghsp. 62
IRA Withdrawalsp. 64
Taking Money Outp. 66
Social Security
Social Securityp. 68
Changing for the Betterp. 70
Benefit Ins and Outsp. 72
Social Security Up Closep. 74
Got You Coveredp. 76
Figuring What You Getp. 78
When to Applyp. 80
Working after Retirementp. 82
Family Coveragep. 84
Survivor Benefitsp. 86
Disability Benefitsp. 88
Taxing Benefitsp. 90
Investing
Personal Investing Goalsp. 92
The Impact of Inflationp. 94
A Winning Strategyp. 96
The Right Movesp. 98
Diversityp. 100
Investment Riskp. 102
Allocating Your Assetsp. 104
Asset Allocation Choicesp. 106
Figuring Yieldp. 108
Finding Returnp. 110
Deferred Annuitiesp. 112
Immediate Annuitiesp. 114
Estate Planning
What's Your Estate?p. 116
What's in a Name?p. 118
Estate Taxesp. 120
Willsp. 122
Cooking Up a Willp. 124
Who's in a Will?p. 126
Beneficiariesp. 128
Acting as Executorp. 130
A Matter of Trustp. 132
Revocable Living Trustsp. 134
Irrevocable Living Trustsp. 136
Testamentary Taxsaversp. 138
The Universe of Trustsp. 140
Giftsp. 142
And More Giftsp. 144
Health Care
Protecting Health and Wealthp. 146
Examining the Detailsp. 148
Are You Covered?p. 150
HMOsp. 152
Medicarep. 154
What Medicare Coversp. 156
The Medicare Dictionaryp. 158
The System at Workp. 160
Bridging the Gapp. 162
Shopping for Protectionp. 164
Putting Medigap to Workp. 166
Long-term Care Insurancep. 168
The Limits of Coveragep. 170
Medicaidp. 172
Looking Ahead
The Retirement Marathonp. 6
Planning for the Futurep. 8
Protecting Your Futurep. 10
Money Mattersp. 12
Making Critical Choicesp. 14
Where to Live?p. 16
Using Your Equityp. 18
Making the Movep. 20
Employer Plans
Tax-deferred Retirement Plansp. 22
Pensionsp. 24
Defined Benefit Plansp. 26
Defined Contribution Plansp. 28
Salary Reduction Plansp. 30
Matching and Switchingp. 32
Self-directed Pension Plansp. 34
Supplemental Retirement Plansp. 36
Pension Decisionsp. 38
Pension Choicesp. 40
Pension Annuitiesp. 42
Lump Sum Distributionsp. 44
Changing Jobs, Changing Pensionsp. 46
Pension: Money Problemsp. 48
Individual Plans
IRAs: What They Arep. 50
IRAs: Your Showp. 52
IRAs: Weighing the Meritsp. 54
IRA Rolloversp. 56
SEPs and SIMPLESsp. 58
Keogh Plansp. 60
Keogh Varietyp. 62
IRA Withdrawalsp. 64
Taking Money Outp. 66
Social Security
Social Securityp. 68
Changing for the Betterp. 70
Benefit Ins and Outsp. 72
Social Security Up Closep. 74
Got You Coveredp. 76
Figuring What You Getp. 78
When to Applyp. 80
Working after Retirementp. 82
Family Coveragep. 84
Survivor Benefitsp. 86
Disability Benefitsp. 88
Taxing Benefitsp. 90
Investing
Personal Investing Goalsp. 92
The Impact of Inflationp. 94
A Winning Strategyp. 96
The Right Movesp. 98
Diversificationp. 100
Investment Riskp. 102
Allocating Your Assetsp. 104
Asset Allocation Choicesp. 106
Figuring Yieldp. 108
Finding Returnp. 110
Deferred Annuitiesp. 112
Immediate Annuitiesp. 114
Estate Planning
What's Your Estate?p. 116
What's in a Name?p. 118
Estate Taxesp. 120
Willsp. 122
Cooking Up a Willp. 124
Who's in a Will?p. 126
Beneficiariesp. 128
Acting as Executorp. 130
A Matter of Trustp. 132
Revocable Living Trustsp. 134
Irrevocable Living Trustsp. 136
Testamentary Taxsaversp. 138
The Universe of Trustsp. 140
Giftsp. 142
And More Giftsp. 144
Healthcare
Protecting Health and Wealthp. 146
Medicarep. 148
Making Medicare Choicesp. 150
Long-term Carep. 152
The Details of Coveragep. 154

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