30-minute money solutions
Subtitle: a step-by-step guide to managing your finances
By: Christine Benz
Contributors: Morningstar, Inc
Publisher: Wiley
Published: 2010
Place of publication: Hoboken, N.J
Language: eng
Number of pages: 295
ISBN-13: 9780470481578; 9780470918135
Subjects: Personal Finance; Investments
Other titles: Thirty-minute money solutions
Notes: Includes index.
Table of contents: title: Calculate your net worth; title: See where your money goes; title: Set your financial goals; title: Create a budget; title: Create a bill-paying system; title: Create a filing system; title: Create a master directory; title: Determine whether to pay down debt or to invest; title: Decide where to invest for retirement; title: Create an emergency fund; title: Find the right stock/bond mix; title: Create an investment policy statement; title: Invest for short and intermediate-term goals; title: Create a hands-off long-term portfolio; title: Determine how good your company retirement plan is; title: Decide between a traditional and Roth 401(k); title: Select the best investments for your company retirement plan; title: Make the most of a subpar 401(k) plan; title: Determine what type of IRA is best for you; title: Identify the best investments for your IRA; title: determine whether to convert your IRA; title: Roll over your retirement plan into an IRA; title: Find the right college savings vehicle; title: Find the right 529 plan; title: Select the right investments for your college savings plan; title: Identify the best investments for taxable accounts; title: Manage your portfolio for tax efficiency; title: Harvest tax losses; title: Determine your portfolio withdrawal rate; title: Build an in-retirement portfolio; title: Find the right sequence of in-retirement withdrawals; title: Conduct a portfolio checkup; title: Rebalance your portfolio; title: Get started on your estate plan; title: Handle beneficiary designations; title: Create a peronal legacy.