Bibliograph

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

Type

Label

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

Language

eng

Illustrations

illustrations

Index

index present

Literary Form

non fiction

Main title

30-minute money solutions

Oclc number

457767087

Responsibility statement

Christine Benz

Sub title

a step-by-step guide to managing your finances

Table Of 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

resource.variantTitle

Thirty-minute money solutions

Classification