Description:
People planning for their retirements, or already retired, are faced with a bewildering array of plans, tax rules, & investment possibilities. Just sorting out what all the potential financial options are can be an overwhelming prospect. Financial Planning for Retirement simplifies the process immeasurably by providing an easy-to-follow yet detailed system that readers can use themselves or with their advisers, at either the pre- or post-retirement stage. Step by step, readers are guided through the entire planning process, from gathering the necessary financial facts & setting realistic objectives, to income tax & investment strategies. There are also easy-access personal financial statements & planning forms that assist in the gathering, organization, & use of pertinent data.
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