Hoboken, N.J. : Wiley, c2010
xx, 295 p. : ill. ; 24 cm ISBN/ISSN:
9780470481578 (cloth), 0470481579 (cloth), Language:
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
Login to write a review of your own.
Reviews by AHML cardholders
Reviews from other readers
to add this item to your list.
Lists can be used to compile collections of items that you may be interested in checking out at a later date. You may also create public lists and share your favorites with other AHML customers.
No tags, currently.Login
to add tags.
To create a multiple word tag such as Science Fiction, enclose both words in quotes, like: "Science Fiction"