An edition of 30-minute money solutions (2010)

30-minute money solutions

a step-by-step guide to managing your finances

by

Cover of: 30-minute money solutions by Christine Benz, Christine Benz
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Last edited by MARC Bot
March 7, 2023 | History
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An edition of 30-minute money solutions (2010)

30-minute money solutions

a step-by-step guide to managing your finances

by

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Publish Date
Publisher
Wiley
Language
English
Pages
295

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Previews available in: English

Subjects

Personal Finance, Investments, Finance, personal
Edition Availability
Cover of: Morningstar's 30-minute money solutions
Morningstar's 30-minute money solutions: a step-by-step guide to managing your finances
2010, Wiley
in English
Cover of: 30-minute money solutions
30-minute money solutions: a step-by-step guide to managing your finances
2010, Wiley
in English

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Book Details

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.

Edition Notes

Includes index.

Published in
Hoboken, N.J
Other Titles
Thirty-minute money solutions

Classifications

Dewey Decimal Class
332.024
Library of Congress
HG179 .B424 2010, HG179

The Physical Object

Pagination
xx, 295 p. :
Number of pages
295

ID Numbers

Open Library
OL24901683M
Internet Archive
morningstars30mi0000benz
ISBN 10
0470481579
ISBN 13
9780470481578, 9780470918135
LCCN
2009041412
OCLC/WorldCat
457767087, 613614623

Source records

Library of Congress MARC record
Library of Congress MARC record
Internet Archive item record
Library of Congress MARC record
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History

Download catalog record: RDF / JSON / OPDS | Wikipedia citation
March 7, 2023 Edited by MARC Bot import existing book
January 2, 2023 Edited by MARC Bot import existing book
December 7, 2022 Edited by ImportBot import existing book
May 28, 2022 Edited by ImportBot import existing book
July 29, 2011 Created by LC Bot Imported from Library of Congress MARC record