{"product_id":"youre-retired-now-what-money-skills-for-a-comfortable-retirement-paperback-softback-9780471248361","title":"You're Retired Now What?; Money Skills for a Comfortable Retirement (Paperback \/ softback) 9780471248361","description":"\u003cfont face=\"Georgia\"\u003e\r\n\u003cp\u003e\u003cfont size=\"6\"\u003eYou're Retired Now What?\u003c\/font\u003e\u003cbr\u003e\r\n\u003cfont size=\"5\"\u003eMoney Skills for a Comfortable Retirement\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\r\n\r\n\r\n\u003cp\u003e\u003cfont size=\"4\"\u003eRonald M. Yolles (Author), Murray Yolles (Author)\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003e9780471248361, Wiley\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003ePaperback \/ softback, published 24 August 1998\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003e288 pages\u003cbr\u003e22.5 x 15 x 1.9 cm, 0.399 kg\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\r\n\r\n\r\n\r\n\u003cp align=\"justify\"\u003e\u003cstrong\u003e\u003cfont size=\"3\"\u003ePlenty of books tell you how to plan for retirement. This book tells you how to manage it once you are there.  \u003cp\u003eRetirement: A time in your life when you should be kicking back and relaxing on a sandy beach or a golf course, without a care in the world. Right? Well, these days it's a bit more complicated than that. 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 health insurance? Here is the road map you need for a comfortable, stress-free retirement—complete with sandy beaches, if that's your preference. Ron and Murray Yolles, a father-and-son team who have advised retirees on money matters for fifty years, provide a solid, down-to-earth plan for a successful retirement, covering everything from the best investment strategies to maximizing retirement plans and IRAs.\u003c\/p\u003e \u003cp\u003e\"Will your money last? This book helps make sure it does for the millions of Americans entering retirement, answering this key question and many more in an easy-to-read, friendly way.\" —Jean-Marie Eveillard, President, SoGen Funds.\u003c\/p\u003e \u003cp\u003e\"You're Retired, Now What? is a great read to help clear one's mind of all the conflicting financial advice that exists today.\" —David Herro, CFA, Partner, Director of International Equities The Oakmark International Funds.\u003c\/p\u003e\u003c\/font\u003e\u003c\/strong\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003e\u003cp\u003eForeword by Robert J. Sanborn xi\u003c\/p\u003e \u003cp\u003ePreface xiii\u003c\/p\u003e \u003cp\u003eAcknowledgements xvii\u003c\/p\u003e \u003cp\u003eIntroduction xix\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart One Your Retirement Mind-Set\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter One Cost of Living and Other Financial Issues 3\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eEstimating Your Retirement Cost of Living 4\u003c\/p\u003e \u003cp\u003eStick with a Long-Term Plan 11\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter Two Cash Flow and Nonportfolio Sources of Income 13\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eConsider Total Return 15\u003c\/p\u003e \u003cp\u003eWhen to Take Your Social Security Income 16\u003c\/p\u003e \u003cp\u003ePart-Time Work and Other Sources 19\u003c\/p\u003e \u003cp\u003eMortgaging Your Property for Investment Funds 19\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter Three Maximizing Cash Flow 24\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eBe Like an Egg Farmer or a Landlord 25\u003c\/p\u003e \u003cp\u003eYour Capital Base: The Primary Source of Income-Making it Last during Retirement 26\u003c\/p\u003e \u003cp\u003eThree Stages of Retirement 29\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart Two The Best Investment Strategy for your Retirement\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter Four Identifying your Money Personality 39\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eLifeboat Drills 43\u003c\/p\u003e \u003cp\u003eRearview Mirror Investing 44\u003c\/p\u003e \u003cp\u003eYour Risk Profile 47\u003c\/p\u003e \u003cp\u003eConclusion 59\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter Five Investing During Retirement 60\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eInvest Investing Can Be Hazardous to Your Wealth 64\u003c\/p\u003e \u003cp\u003eThe Story of Bill and Libby 67\u003c\/p\u003e \u003cp\u003eDiversify Your Portfolio for Stability 68\u003c\/p\u003e \u003cp\u003eRetirement Investing Case Studies 70\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter Six Developing, Implementing, and Maintaining a Sensible Retirement Portfolio Strategy 77\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eDividend Yield versus Capital Appreciation 78\u003c\/p\u003e \u003cp\u003eDiversity with Funds 83\u003c\/p\u003e \u003cp\u003eDetermine Your Optimal Portfolio 85\u003c\/p\u003e \u003cp\u003eFind Your Risk Tolerance 90\u003c\/p\u003e \u003cp\u003eValue funds and GARP Funds 95\u003c\/p\u003e \u003cp\u003eModel Portfolios 96\u003c\/p\u003e \u003cp\u003eTax-Free Municipal Bonds versus Stock Funds 102\u003c\/p\u003e \u003cp\u003eConclusion 103\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter Seven How to Select and Assemble a Portfolio of the Best No-Load Mutual Funds 105\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eDiversification and Other Factors 106\u003c\/p\u003e \u003cp\u003eSome All-Star Funds 115\u003c\/p\u003e \u003cp\u003eThe Rebalancing and Portfolio Review and Monitoring Process 124\u003c\/p\u003e \u003cp\u003eLessons from Investment History 127\u003c\/p\u003e \u003cp\u003eCommon Investment Mistakes to Avoid 129\u003c\/p\u003e \u003cp\u003eThe Tortoise Wins the Retirement Race 131\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart Three Apportioning and Insuring Your Nest Egg\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter Eight Withdrawal Strategies Using IRAS, Pensions, Rollovers, and Social Security 135\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eSection I - Withdrawal Planning 136\u003c\/p\u003e \u003cp\u003eSection II – Withdrawals from Qualified Retirement Accounts 144\u003c\/p\u003e \u003cp\u003eSection III – Social Security Distributions 157\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter Nine Insuring Your Investment Portfolio 164\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eHealth Insurance 165\u003c\/p\u003e \u003cp\u003eNew Medical Savings Account 166\u003c\/p\u003e \u003cp\u003eMedicare, Medicaid, and Medigap Coverage 167\u003c\/p\u003e \u003cp\u003eLong-Term care Insurance 172\u003c\/p\u003e \u003cp\u003eLife Insurance 176\u003c\/p\u003e \u003cp\u003eViatical Settlements of Life Insurance Policies 191\u003c\/p\u003e \u003cp\u003ePersonal Umbrella Liability Insurance 192\u003c\/p\u003e \u003cp\u003eProtection Beyond Insurance 193\u003c\/p\u003e \u003cp\u003e\u003cb\u003ePart Four Protecting Your Family’s Financial Well-Being\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter Ten Estate Planning 199\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eSelecting an Attorney 203\u003c\/p\u003e \u003cp\u003eNoncitizen Issues 206\u003c\/p\u003e \u003cp\u003eThe Do-It-Yourselfer 208\u003c\/p\u003e \u003cp\u003eBequests 213\u003c\/p\u003e \u003cp\u003eProbate 214\u003c\/p\u003e \u003cp\u003eThe Bypass (Credit Shelter) Trust 215\u003c\/p\u003e \u003cp\u003eThe Trustee 219\u003c\/p\u003e \u003cp\u003eLife Insurance Trusts 223\u003c\/p\u003e \u003cp\u003ePartnerships and Business Interests 224\u003c\/p\u003e \u003cp\u003eDeathbed Planning 229\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter Eleven Foul-Ups and Fraud: The Laws that Protect The Public 235\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eFoul-Ups 236\u003c\/p\u003e \u003cp\u003eFraud 239\u003c\/p\u003e \u003cp\u003eGovernment Regulation 243\u003c\/p\u003e \u003cp\u003e\u003cb\u003eChapter Twelve Investment Advisors 253\u003c\/b\u003e\u003c\/p\u003e \u003cp\u003eConclusion 258\u003c\/p\u003e \u003cp\u003eIndex 261\u003c\/p\u003e\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\u003cp\u003e\u003cfont size=\"3\"\u003eSubject Areas: Finance \u0026amp; accounting [\u003ca title=\"See our other books on Finance \u0026amp; accounting\" href=\"https:\/\/freshlyprintedbooks.co.uk\/search?q=%22Finance%20\u0026amp;%20accounting%20%5BKF%5D%22\"\u003eKF\u003c\/a\u003e]\u003c\/font\u003e\u003c\/p\u003e\r\n\r\n\r\n\u003c\/font\u003e","brand":"Wiley","offers":[{"title":"Brand New","offer_id":52286355865880,"sku":"9780471248361","price":18.19,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0730\/2037\/5320\/files\/9780471248361.jpg?v=1781550533","url":"https:\/\/freshlyprintedbooks.co.uk\/products\/youre-retired-now-what-money-skills-for-a-comfortable-retirement-paperback-softback-9780471248361","provider":"Freshly Printed Books","version":"1.0","type":"link"}