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Subjects
Personal Finance, Investments, Finance, personalEdition | Availability |
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1
Morningstar's 30-minute money solutions: a step-by-step guide to managing your finances
2010, Wiley
in English
0470481579 9780470481578
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2
30-minute money solutions: a step-by-step guide to managing your finances
2010, Wiley
in English
0470481579 9780470481578
|
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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.
Classifications
The Physical Object
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Feedback?October 4, 2021 | Edited by ImportBot | import existing book |
December 23, 2020 | Edited by MARC Bot | import existing book |
February 28, 2020 | Edited by MARC Bot | remove fake subjects |
July 14, 2017 | Edited by Mek | adding subject: Internet Archive Wishlist |
July 29, 2011 | Created by LC Bot | import new book |