Personal Finance in Today’s Complex World
Publisher: Bookboon.com
Published: 2013
ISBN-13: 9788740303407
Table of contents: title: Content; title: Introduction; title: 1. Savings and Budgeting: Budgets, Certificates of Deposit, Money Market Accounts, Bonds, Treasury Bills, Reverse Mortgages; title: 1.1. Savings and Budgeting; title: 1.2. Certificates of Deposit; title: 1.3. Money Market Accounts; title: 1.4. Savings Bonds; title: 1.5. Treasury Bills; title: 1.6. Reverse Mortgages; title: 2. Equities: Stocks, Derivatives, Bonds; title: 2.1. Corporations and Individual Stocks; title: 2.2. Values of Individual Stocks; title: 2.3. Derivatives; title: 2.4. Bonds; title: 2.5. Risk and Rate of Return; title: 3. Personal Income Tax: Filing Status, What is Taxable, Deductions, Exemptions, Tax Shelters Preparing for the Coming Year; title: 3.1. Filing Status; title: 3.2. What is taxable and what is not?; title: 3.3. Deductions; title: 3.4. Exemptions; title: 3.5. Tax Shelters; title: 3.6. Preparing for the Coming Year; title: 4. Estate and Gift Taxes: Generation-Skipping Transfers, ILITs, Not Outliving One’s Estate; title: 4.1. Gift and Estate Taxes and Returns; title: 4.2. Generation-Skipping Transfer; title: 4.3. Irrevocable Life Insurance Trust (ILIT); title: 4.4. Not Outliving One’s Estate; title: 5. Social Security: The System, Medicare, When to Apply; title: 5.1. The Social Security System; title: 5.2. Medicare; title: 5.3. When to Apply; title: 6. Retirement Plans: Employer plans, Pension plans, Annuities and IRAs; title: 6.1. Employer-Provided Plans; title: 6.2. Pension Plans; title: 6.3. Annuities; title: 6.4. Individual Retirement Accounts (IRAs); title: 7. Time Value of Money; title: 8. Long-Term Care Insurance: Medicare and Medicaid, Long-Term Care Insurance and Options; title: 8.1. Medicare and Medicaid; title: 8.2. Long-Term Care Insurance and Options; title: 9. Life Insurance: Why have Life Insurance, Term & Whole Life Policies, Insurance as Investment and Tax Tool, Universal Life, Insurance for Children, Stock & Mutual Companies, Tax Consequences of Life Insurance; title: 9.1. Why Have Life Insurance?; title: 9.2. Term Insurance; title: 9.3. Whole Life Policies; title: 9.4. Insurance as an Investment and Tax Tool; title: 9.5. Universal Life; title: 9.6. Stock and Mutual Companies; title: 9.7. Insurance for Children; title: 9.8. Tax Consequences of Life Insurance; title: 10. Bankruptcy: The Bankruptcy Act, Chapter or , Chapter , Credit Reporting Agencies, Hiring an Attorney, Some Long-term Considerations; title: 10.1. The Bankruptcy Act; title: 10.2. Chapter 7 or 13; title: 10.3. Chapter 11; title: 10.4. Credit Reporting Agencies; title: 10.5. Hiring an Attorney; title: 10.6. Some Long-term Considerations; title: 11. Financial Statement Analysis: Why Analyze Statements at all, Income Statement Ratios, Balance Sheet Ratios, Combined Ratios; title: 11.1. Why Analyze Statements at all?; title: 11.2. Income Statement Ratios and Measurements; title: 11.3. Balance Sheet Ratios and Measurements; title: 11.4. Combination Ratios and Measurements; title: Endnotes