The AARP® Retirement Survival Guide How to Make Smart Financial Decisions in Good Times and Bad
by Jason, JulieFormat: Paperback
Pub. Date: 2009-08-04
Publisher(s): Sterling
Other versions by this Author
-
Free Shipping On All Orders!*
Free economy shipping applies to all orders shipped to residential addresses. Orders shipped to campus receive free standard shipping. Free shipping offers do not apply to Marketplace items.
List Price: $14.95
Rent Book
Select for Price
New Book
We're Sorry
Sold Out
Used Book
We're Sorry
Sold Out
eBook
We're Sorry
Not Available
How Marketplace Works:
- This item is offered by an independent seller and not shipped from our warehouse
- Item details like edition and cover design may differ from our description; see seller's comments before ordering.
- Sellers much confirm and ship within two business days; otherwise, the order will be cancelled and refunded.
- Marketplace purchases cannot be returned to eCampus.com. Contact the seller directly for inquiries; if no response within two days, contact customer service.
- Additional shipping costs apply to Marketplace purchases. Review shipping costs at checkout.
Summary
Bank bailouts. Ponzi schemes. Plunging markets. With all of today's dire headlines, you may feel overwhelmed by the prospect of planning and providing for your retirement. Adding to this stress is the fact that financial mistakes made close to or during retirement can be disproportionately costly: typically, more money is at stake, and any losses take longer to recover.
Author Biography
Julie Jason is a personal money manager who began her career as a securities lawyer thirty years ago. She is principal of Jackson, Grant Investment Advisers, Inc., of Stamford, Connecticut, an SEC-registered investment adviser. Jackson, Grant serves conservative retirees who want to create retirement income.
A proponent of investor protection, Ms. Jason writes and lectures on investment topics. Her award-winning weekly column, published in the Sunday business sections of the Stamford Advocate and the Greenwich Time, is in its tenth year of publication. The column has been recognized by the IRS for “accurate, timely, informative, and helpful tax information,” and by the Connecticut Society of Journalists and Authors for excellence in journalism.
Ms. Jason is also the author of You and Your 401(k), The 401(k) Plan Handbook, JK Lasser’s Strategic Investing After 50, Julie Jason’s Guide to Connecticut Probate, and the forthcoming Julie Jason’s Guide to Managing Retirement Wealth.
Table of Contents
| Introduction | p. vii |
| Understanding the Basics | |
| Achieving a Secure Retirement | p. 3 |
| Your Personal Cash Flow | p. 13 |
| Sources of Retirement Income | p. 23 |
| Income from Social Security | p. 33 |
| Will Your Money Last as Long as You Do? | p. 47 |
| Can You Improve Your Situation? | p. 61 |
| Enter the Financial Adviser | p. 75 |
| Security for Sale: Evaluating Retirement-Income Products | |
| Guaranteed Lifelong Income | p. 95 |
| Creating Your Own Personal Pension | p. 105 |
| The Promise of Gain with No Pain: Equity-Indexed or Fixed Annuities | p. 123 |
| It's Not Too Late to Catch Up: The Guaranteed Minimum Income Benefit | p. 139 |
| Guaranteed Withdrawals So You Don't Run Out of Money: The Guaranteed Minimum Withdrawal Benefit, or GMWB | p. 161 |
| Certificates of Deposit: Not All CDs Are Created Equal | p. 177 |
| Cashing Out of Your Home | p. 189 |
| Investing in Your Future: Retirement-Income Planning and the Markets | |
| Tax-Deferred Account Decisions | p. 205 |
| Making the Markets Work for You | p. 219 |
| Pulling It All Together: Uncle Sam, Your Adviser, and You | |
| Taxes in Retirement | p. 239 |
| Taking Money Out of IRAs and Other Tax-Deferred Accounts | p. 251 |
| Sales Tactics, Scams, and Bad Advice: A "Perfect Storm" for Retirees | p. 261 |
| Finding an Adviser Who Is Right for You | p. 275 |
| The Finish Line | p. 287 |
| More Retirement Resources | |
| Prospective Adviser Notepad | p. 299 |
| Client Reference Notepad | p. 300 |
| Quick-Test Factors for Different Retirement Periods and Rates of Return | p. 301 |
| Retirement Income Management: A Case Study | p. 302 |
| AARP Resources | p. 323 |
| Acknowledgments | p. 324 |
| About the Author | p. 326 |
| Index | p. 327 |
| Table of Contents provided by Ingram. All Rights Reserved. |
An electronic version of this book is available through VitalSource.
This book is viewable on PC, Mac, iPhone, iPad, iPod Touch, and most smartphones.
By purchasing, you will be able to view this book online, as well as download it, for the chosen number of days.
Digital License
You are licensing a digital product for a set duration. Durations are set forth in the product description, with "Lifetime" typically meaning five (5) years of online access and permanent download to a supported device. All licenses are non-transferable.
More details can be found here.
A downloadable version of this book is available through the eCampus Reader or compatible Adobe readers.
Applications are available on iOS, Android, PC, Mac, and Windows Mobile platforms.
Please view the compatibility matrix prior to purchase.