MBA, Ted D. Snow CFP® 
Retirement Planning QuickStart Guide [EPUB ebook] 
The Simplified Beginner’s Guide to Building Wealth, Creating Long-Term Financial Security, and Preparing for Life After Work

THE ULTIMATE BEGINNER’S GUIDE TO RETIREMENT PLANNING


**Includes FREE Digital Bonuses! Asset Allocator Workbook, Portfolio Tracker, and More!**


Learn Why Quick Start Guides are Loved by Over 1 Million Readers Around the World

Planning for retirement is the biggest financial commitment of your life. Are you prepared?

The future is often filled with fear and uncertainty. Fortunately, your retirement doesn’t have to be.

Everything You Need to Know About Retirement Planning in a Comprehensive, Easy-to-Understand Guide

Managing your finances, preparing to transition out of the workforce, and ensuring that your money is working as hard as possible to make your golden years sparkle can be overwhelming.

Best-selling author and finance industry veteran Ted D. Snow, CFP®, MBA, knows how to prepare for retirement no matter what stage of planning his clients are in.

Written by an Expert Financial Advisor with Over 30 Years of Experience

Retirement Planning Quick Start Guide cuts through the chatter to help orient you on your journey to retirement with financially sound money management strategies , practical tips, and a thorough look at what it takes to prepare for a retirement worth looking forward to.

Using the guidance and insight provided in this book, anyone, at any stage of their career, can find the answers they’re looking for to prepare for a comfortable, satisfying, and financially secure retirement . Whether retirement is right around the corner or still decades over the horizon, you deserve a retirement that’s a fitting reward to a lifetime of hard work . This book is your essential companion.

Retirement Planning Quick Start Guide Is Perfect For:

• People in their 20’s, 30’s, or 40’s who know they have to start preparing for retirement but aren’t exactly sure how yet.


• People in their 50’s, 60’s, and beyond – yes even people who are past the retirement age will find value in this book!


• Anyone who is concerned that they aren’t adequately prepared for the largest financial commitment of their lives!

Retirement Planning Quick Start Guide Covers:

• Everything you need to know to get a head start on retirement planning from financial planning to the fundamentals of saving for retirement


• Retirement planning investment strategies , tactics, and techniques that set this book apart from other retirement planning books


• Preparing for retirement at any age (no matter how close or far away retirement truly is)


• Exactly how to retire from work and into life

Retirement Planning Quick Start Guide Will Teach You:

• Where and when to start – How to understand your unique retirement needs and start preparing now


• 401(k)s, traditional IRAs, Roth IRAs , Health Savings Accounts, mutual funds, and other financial instruments – Which ones are right for you and how to use them to best effect


• Accelerating your retirement timeline – What to do if you don’t think you have enough time (or want to retire early!)


• More than money – Going beyond financial security for a happy, healthy, and rewarding life after retirement


• Fending off fraud , estate planning, minimizing your tax burden, health planning, finding a purpose after work, and more!

*LIFETIME ACCESS TO FREE RETIREMENT PLANNING BONUSES RESOURCES*

• Asset Allocator Tool


• Portfolio Tracker Workbook


• Anti-Fraud Resources and More!

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Introduction

Chapter 1: Key Retirement Accounts

Chapter 2: Investment Strategies

Chapter 3: Insurance

Chapter 4: Understanding Your Retirement Needs

Chapter 5: Accelerating Your Retirement Timeline

Chapter 6: Social Security and Pensions

Chapter 7: Annuities

Chapter 8: Reaping the Rewards

Chapter 9: Fraud

Chapter 10: Managing Your Portfolio

Chapter 11: Retiring From Work and Into Life

Chapter 12: Managing Your Health Plans

Chapter 13: Estate Planning

Appendix I

Appendix II

Appendix III

About the Author

About Clyde Bank Media

Glossary

Disclosures

References

Index

Over de auteur

Ted D. Snow, CFP®, MBA, has been working in the financial services industry since 1987. He has contributed numerous articles featured in outlets like CNBC, Investopedia, and Forbes. Ted is the founding principal of Snow Financial Group, LLC and brings to his firm and clients one of the most prestigious professional designations in the financial services industry, the CFP®. Ted has been recognized publicly for his sound practices, experience, and ethical standards and offers his clients decades of experience in the field of financial planning. He obtained his MBA in financial planning from the University of Dallas in 1995 and earned the CERTIFIED FINANCIAL PLANNER™ professional designation in 1997. Upon this accomplishment, Ted not only provided financial planning services to the public but he also served as an adjunct professor at the University of Dallas’ Graduate School of Management beginning in 1999. In 2002 and again in 2006 Ted was honored in D Magazine’s list of ‘Best Financial Planners.’ He was interviewed by Forbes in 2004 for a financial column and has been recognized in the 2005, 2006, 2007, 2008, 2009, and 2010 editions of Guide to America’s Best Financial Planners. He appeared in the December 2007 edition of Addison magazine. He is currently a registered representative and an Investment Advisor Representative with Kestra Advisory Services, LLC. Ted and his wife Mary live in the greater Dallas metro area.