Charlie Emery has been an active, self-taught investor for over twenty years. He has invested in his 401k plan at work as well as regular and Roth IRAs. He has learned the hard way, by trial and error, what does and doesn’t work. Building on that experience, You Can Do It Yourself Investor’s Guide seeks to help today’s working investor, most of whom will not have a traditional pension plan to fall back on when they retire. If you are familiar with or willing to learn to work with a spreadsheet program like Excel; you can chart your own investments effectively. By spending a few hours each week managing your own investments and following a disciplined plan of action for your investments, you can plan for your long-term financial health. Emery also provides a top-down plan for the ETF investor who doesn’t have a lot of time or money to spend managing their portfolio, along with a bottom-up plan that takes a little more time, but offers better rewards. This helpful guide can help you make your way past the financial planners and investment advisors who promise you big returns, but rarely deliver on their promises. You can manage your own investments and plan your financial future effectively. The time to start is now.
Smart Choices is the only book of its kind -- an up-to-date, objective resource aimed exclusively at plan sponsors and their advisors (e.g., brokers, consultants, accountants, etc.) This easy-to-read, comprehensive book will help companies ...
It also introduces the Money for Life retirement income rating system to help you choose the solution that works best for you.
IRAs, 401(k)s & Other Retirement Plans helps you make sense of the rules that govern distributions from retirement plans, and avoid the stiff penalties that lurk in the fine print.
Guide to Qualified Retirement Plans: A Plain Language Primer
This comprehensive, one-volume desk reference helps you ensure that every aspect of your plan runs smoothly and lets you avoid the pitfalls of poorly designed and administered plans.
Get your money early; take required distributions; make sense of inherited plans; avoid penalties; and more.
In plain English, this book discusses all common types of retirement plans, including 401(k)s and other profit-sharing plans, Keoghs, IRAs and tax-deferred annuities. It covers:tax strategies before and at re.
This book examines fee considerations and country comparisons relating to defined contribution plans for retirement with a focus on increasing access to employer-sponsored plans, raising participation and contribution rates, helping ...
Inherited IRAs: What Every Practitioner Must Know
Packed with her readers' personal stories, this book teaches powerful professional financial planning principles - but makes them simple enough for anyone to apply on their own.