30-minute money solutions a step-by-step guide to managing your finances / Christine Benz

Author(s): Benz, Christine
Online: Connect to Safari Books online
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Subjects: Finance, Personal
Investments
Formats: Electronic Resource, Remote
Material Type: Books
Language: English
Audience: Unspecified
Published: Hoboken, N.J. : J. Wiley & Sons, c2010
LC Classification: H, HG
Physical Description: 1 online resource (xx, 295 p.) : ill
Alternate Titles: Thirty-minute money solutions
In: Safari books online
Issued in other form: Print version: Benz, Christine. 30-minute money solutions (OCoLC)457767087 Hoboken, N.J. : Wiley, c2010 9780470481578
Additional Authors: Morningstar, Inc
Safari Books Online (Firm)
Notes: ISBN: 9780470481578 (cloth)
ISBN: 0470481579 (cloth)
Description based on print version record
Includes index
Contents: Calculate your net worth -- See where your money goes -- Set your financial goals -- Create a budget -- Create a bill-paying system -- Create a filing system -- Create a master directory -- Determine whether to pay down debt or to invest -- Decide where to invest for retirement -- Create an emergency fund -- Find the right stock/bond mix -- Create an investment policy statement -- Invest for short and intermediate-term goals -- Create a hands-off long-term portfolio -- Determine how good your company retirement plan is -- Decide between a traditional and Roth 401(k) -- Select the best investments for your company retirement plan -- Make the most of a subpar 401(k) plan -- Determine what type of IRA is best for you -- Identify the best investments for your IRA -- determine whether to convert your IRA -- Roll over your retirement plan into an IRA -- Find the right college savings vehicle -- Find the right 529 plan -- Select the right investments for your college savings plan -- Identify the best investments for taxable accounts -- Manage your portfolio for tax efficiency -- Harvest tax losses -- Determine your portfolio withdrawal rate -- Build an in-retirement portfolio -- Find the right sequence of in-retirement withdrawals -- Conduct a portfolio checkup -- Rebalance your portfolio -- Get started on your estate plan -- Handle beneficiary designations -- Create a peronal legacy
Available to OhioLINK libraries
OCLC Number: 613614623
ISBN/ISSN: 9780470481578
0470481579