The best way to take control of your post-career financial future
Retirement is lasting longer for all of us. That’s why–and however long you decide to keep working–it’s essential to plan ahead so you can live your post-career life as you wish. The latest edition of Personal Finance After 50 For Dummies details what you need to know–making it the perfect book to shelve next to your diet and fitness library, so you can keep your finances, as well as your health, in peak condition. Whether you’re new to financial planning or are pretty savvy but want to cut through the noise with targeted information and advice, you’ll find everything you need to know about how best to spend, invest, and protect your wealth so you can make your senior years worry-free, healthy, and fun.
In plain English, retirement and financial experts Eric Tyson and Bob Carlson cover all the issues from investing, Social Security, and the long-term insurance marketplace to taxes and estate planning–including state-by-state differences. They demystify the muddy world of financial planning and provide strategies that make the course ahead crystal clear. They also dive into less obvious territory, showing how it’s possible to strategize financially to avoid the worst impact of unexpected events–such as the COVID-19 crisis–as well as exploring what investment approaches you can take to protect the most important possession of all: your own and your family’s health.
* Minimize your taxes and make wise investing decisions
* Find out how the SECURE Act affects retirement accounts and savings
* Navigate the latest Medicare, Social Security, and property tax rules
* Dig into what’s new in estate planning and reverse mortgages
* Get what you want from your career as you approach retirement
Whether doing it for yourself or for parents, it’s never too late to begin retirement planning–and this highly praised, straightforward book is the best way to take control, so you can be confident your senior years are exactly what you want them to be: golden.
Jadual kandungan
Introduction 1
Part 1: Understanding Personal Finance After 50 5
Chapter 1: Looking Ahead to Your Future 7
Chapter 2: Protecting Your Employment Income and Your Health 17
Chapter 3: Developing a Retirement Plan 35
Chapter 4: Identifying Retirement Investments and Strategies 53
Chapter 5: Grasping Retirement Accounts and Their Rules 75
Part 2: Making Money Decisions in Retirement 91
Chapter 6: Managing Budgets and Expenses 93
Chapter 7: Guiding Investments and Distributions in Retirement 111
Chapter 8: Making Important Housing Decisions 129
Chapter 9: Considering Your Long-Term Care Insurance Needs and Options 141
Part 3: Dealing with Government Programs 171
Chapter 10: Making Your Best Choices under Social Security 173
Chapter 11: Getting the Most Out of Medicare 203
Chapter 12: The State Healthcare System Backup: Medicaid 233
Part 4: Estate Planning: It’s More than Just Dead People and Lawyers 257
Chapter 13: The Basics on Estate Planning 259
Chapter 14: Eyeing Wills and Other Legal Documents 279
Chapter 15: Tackling the Federal Estate Tax When You Have Too Much Money 299
Chapter 16: Focusing on Estate Taxes and the Many Types of Trusts 323
Part 5: The Part of Tens 335
Chapter 17: Ten Common Retirement and Estate Planning Mistakes 337
Chapter 18: Ten Things to Know about Working in Retirement 347
Chapter 19: Ten (or So) Tips to Know about Caring for Your Aging Parents 353
Index 359
Mengenai Pengarang
Eric Tyson is a recognized personal finance counselor, writer, and lecturer. Tyson has been featured on and quoted in hundreds of publications and media outlets.
Bob Carlson is Chairman of the Board of Trustees of the Fairfax Country Employees’ Retirement System.
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