Produktbild: Morningstar's 30-Minute Money Solutions

Morningstar's 30-Minute Money Solutions A Step-By-Step Guide to Managing Your Finances

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Beschreibung

Produktdetails

Einband

Gebundene Ausgabe

Erscheinungsdatum

01.01.2010

Verlag

Wiley

Seitenzahl

320

Maße (L/B/H)

23,5/15,7/2,2 cm

Gewicht

621 g

Sprache

Englisch

ISBN

978-0-470-48157-8

Beschreibung

Produktdetails

Einband

Gebundene Ausgabe

Erscheinungsdatum

01.01.2010

Verlag

Wiley

Seitenzahl

320

Maße (L/B/H)

23,5/15,7/2,2 cm

Gewicht

621 g

Sprache

Englisch

ISBN

978-0-470-48157-8

Herstelleradresse

Libri GmbH
Europaallee 1
36244 Bad Hersfeld
DE

Email: gpsr@libri.de

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  • Produktbild: Morningstar's 30-Minute Money Solutions
  • Foreword xi

    Preface xiii

    Acknowledgments xix

    Part one: Find your baseline 1

    Chapter 1: Calculate Your Net Worth 5

    Chapter 2: See Where Your Money Goes 11

    Chapter 3: Set Your Financial Goals 17

    Chapter 4: Create a Budget 23

    Part two: Get organized 29

    Chapter 5: Create a Bill-Paying System 33

    Chapter 6: Create a Filing System 37

    Chapter 7: Create a Master Directory 43

    Part three: Find the best use of your money 47

    Chapter 8: Determine Whether to Pay Down Debt or Invest 51

    Chapter 9: Decide Where to Invest for Retirement 59

    Part four: Get started in investing 65

    Chapter 10: Create an Emergency Fund 69

    Chapter 11: Find the Right Stock/Bond Mix 75

    Chapter 12: Create an Investment Policy Statement 81

    Chapter 13: Invest for Short- and Intermediate-Term Goals 89

    Chapter 14: Create a Hands-Off Long-Term Portfolio 97

    Part five: Invest in your company retirement plan 105

    Chapter 15: Determine How Good Your Company Retirement Plan is 109

    Chapter 16: Decide between a Traditional and Roth 401(k) 117

    Chapter 17: Select the Best Investments for Your Company Retirement Plan 125

    Chapter 18: Make the Most of a Subpar 401(k) Plan 131

    Part six: Invest in an IRA 137

    Chapter 19: Determine What Type of IRA is Best for You 143

    Chapter 20: Identify the Best Investments for Your IRA 147

    Chapter 21: Determine Whether to Convert Your IRA 155

    Chapter 22: Roll Over Your Retirement Plan into an IRA 163

    Part seven: Invest for college 169

    Chapter 23: Find the Right College Savings Vehicle 173

    Chapter 24: Find the Right 529 Plan 181

    Chapter 25: Select the Right Investments for Your College Savings Plan 187

    Part eight: Invest in your taxable account 197

    Chapter 26: Identify the Best Investments for Taxable Accounts 201

    Chapter 27: Manage Your Portfolio for Tax Efficiency 209

    Chapter 28: Harvest Tax Losses 215

    Part nine: Invest during retirement 223

    Chapter 29: Determine Your Portfolio Withdrawal Rate 227

    Chapter 30: Build an In-Retirement Portfolio 233

    Chapter 31: Find the Right Sequence of In-Retirement Withdrawals 241

    Part ten: Monitor your investments 245

    Chapter 32: Conduct a Portfolio Checkup 249

    Chapter 33: Rebalance Your Portfolio 257

    Part eleven: Cover your bases on estate planning 263

    Chapter 34: Get Started on Your Estate Plan 269

    Chapter 35: Handle Beneficiary Designations 275

    Chapter 36: Create a Personal Legacy 281

    About the author 285

    Index 287