Seven Steps to Financial Freedom in Retirement - Hardcover

Parrot, Hank

 
9781118095287: Seven Steps to Financial Freedom in Retirement

Inhaltsangabe

An interactive guide to mapping your retirement plans

In Seven Steps to Financial Freedom in Retirement, financial advising and estate planning expert Harold Parrott guides the reader through the sometimes murky waters of retirement planning. Using a simple "Lifestyle Expense" planning approach customized to see how much money each person needs to live on in retirement, Parrott explains what investments can help readers reach their desired goals with minimum risk. Using detailed questionnaires, the book provides an informative guide for anyone concerned about having enough money to live comfortably in their retirement years.

An educational book employing an easy-to-understand format, Seven Steps explains the basics of IRAs and 401(k)s, before launching into a more in-depth discussion of the strategies and tax implications thereof, looking at:

  • Annuities, bonds, and CDs
  • The perils of "stock picking"
  • The basics of estate planning

A unique and indispensible resource for assessing finances to determine the full scope of the reader's assets, the book helps to determine projected lifestyle expenses post-retirement and crafts a road map showing what types of products and accounts are likely to be of most value.

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Über die Autorin bzw. den Autor

HANK PARROTT is founder and President of Estate & Financial Strategies, Inc., a Tennessee-based firm providing a full range of financial advising and estate planning services that has served thousands of clients throughout the country. Specializing in estate and retirement planning; insurance and annuities; and tax planning, Parrott is a Chartered Financial Consultant (ChFC), an Accredited Estate Planner (AEP), and a Registered Financial Consultant (RFC).

Von der hinteren Coverseite

Designed for the individual investor looking ahead to retirement, Seven Steps to Financial Freedom in Retirement offers unfettered access to financial consultant Hank Parrott’s twenty years of professional experience. For a fraction of the price you’d pay for a personal advisor, you too can learn the insider secrets that ensure a comfortable retirement.

Offering a simple approach to retirement planning that utilizes a customized “Financial Lifestyle” guide to see how much money you, as an individual, need to live on after your working days are over, Hank explains the basics of IRAs and 401(k)s, before launching into a more in-depth discussion of the strategies and tax implications involved in getting the most value from your retirement accounts.

Using detailed questionnaires to determine your specific personal financial goals and the rate of return needed to achieve them, Seven Steps to Financial Freedom in Retirement is able to provide a clear plan detailing which investments will meet this desired rate at minimum risk. Annuities, stocks, bonds, mutual funds, and CDs are all addressed, as are the essentials of estate planning, the perils of “stock picking,” and everything else you could ever need to know to make sure you’re ready to retire. All with the insight and wisdom that only an established expert can provide.

Essential for everyone concerned about their financial future, the book is designed to help you to draw a road map connecting the resources you have, those you will need to retire, and an in-depth look at the details of the products and accounts that will get you where you want to be.

An invaluable resource, Seven Steps to Financial Freedom in Retirement has something for everyone, regardless of whether retirement is a distant dream or a looming reality.

Aus dem Klappentext

Designed for the individual investor looking ahead to retirement, Seven Steps to Financial Freedom in Retirement offers unfettered access to financial consultant Hank Parrott's twenty years of professional experience. For a fraction of the price you'd pay for a personal advisor, you too can learn the insider secrets that ensure a comfortable retirement.

Offering a simple approach to retirement planning that utilizes a customized "Financial Lifestyle" guide to see how much money you, as an individual, need to live on after your working days are over, Hank explains the basics of IRAs and 401(k)s, before launching into a more in-depth discussion of the strategies and tax implications involved in getting the most value from your retirement accounts.

Using detailed questionnaires to determine your specific personal financial goals and the rate of return needed to achieve them, Seven Steps to Financial Freedom in Retirement is able to provide a clear plan detailing which investments will meet this desired rate at minimum risk. Annuities, stocks, bonds, mutual funds, and CDs are all addressed, as are the essentials of estate planning, the perils of "stock picking," and everything else you could ever need to know to make sure you're ready to retire. All with the insight and wisdom that only an established expert can provide.

Essential for everyone concerned about their financial future, the book is designed to help you to draw a road map connecting the resources you have, those you will need to retire, and an in-depth look at the details of the products and accounts that will get you where you want to be.

An invaluable resource, Seven Steps to Financial Freedom in Retirement has something for everyone, regardless of whether retirement is a distant dream or a looming reality.

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