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30-minute Money Solutions : A Step-by-step Guide To Managing Your Finances (2010)
(Book)

Call Number 332.024/BENZ,C


Available
(0 holds on 1 copy)
LocationCall NumberItem Status
Adult Nonfiction332.024/BENZ,CAvailable
Published: Hoboken, N.J. : Wiley, c2010
Description:  xx, 295 p. : ill. ; 24 cm
ISBN/ISSN: 9780470481578 (cloth), 0470481579 (cloth),
Language:  English


Includes index

Calculate your net worth -- See where your money goes -- Set your financial goals -- Create a budget -- Create a bill-paying system -- Create a filing system -- Create a master directory -- Determine whether to pay down debt or to invest -- Decide where to invest for retirement -- Create an emergency fund -- Find the right stock/bond mix -- Create an investment policy statement -- Invest for short and intermediate-term goals -- Create a hands-off long-term portfolio -- Determine how good your company retirement plan is -- Decide between a traditional and Roth 401(k) -- Select the best investments for your company retirement plan -- Make the most of a subpar 401(k) plan -- Determine what type of IRA is best for you -- Identify the best investments for your IRA -- Determine whether to convert your IRA -- Roll over your retirement plan into an IRA -- Find the right college savings vehicle -- Find the right 529 plan -- Select the right investments for your college savings plan -- Identify the best investments for taxable accounts -- Manage your portfolio for tax efficiency -- Harvest tax losses -- Determine your portfolio withdrawal rate -- Build an in-retirement portfolio -- Find the right sequence of in-retirement withdrawals -- Conduct a portfolio checkup -- Rebalance your portfolio -- Get started on your estate plan -- Handle beneficiary designations -- Create a peronal legacy Related Searches:
Finance, Personal
Investments
Added--20100324 anf

Additional Credits:
Morningstar, Inc

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