Retirement Planning & Investing
Subtitle: Insight to financial prosperity
Publisher: CreateSpace, North Charleston, SC
Published: February 2017
Place of publication: USA
Language: eng
Format: paperback
Number of pages: 168
ISBN-13: 1542591430
Description: Are you Planning and Investing for your retirement portfolio? There are many questions to be answered. How can you best build up and maintain retirement savings? Can you change from one IRA asset to another when necessary? Will you have enough money saved? From my investment gains, what taxes will have to be paid? 
 
This guide book answers these questions and much much more. Savvy investors scrutinize investment costs; current performance & returns; long-term performance & returns; and income and/or capital gains distributions. 
 
Your plans have to include the risk you are willing to take. The type of return you hope to receive on your investments.The amount of savings you will commit on a weekly, monthly, or yearly to purchase assets for your retirement portfolio. 
 
In search of successsful mutual fund retirement investments, you make "financial decisions" based on facts.  
 
An excellent retirement portfolio is to build and maintain traditional Individual Retirement Accounts (IRA).  Your mutual fund investments should provide gains in good times and minimal losses in bad times.  All income and capital gains received are tax deferred until the age of 701/2. All distribution must be reinvested and not withdrawn.   
 
The book, Retirement Planning and Investing gives insight to financial prosperity. There are financial reports on 20 equity/stock mutual funds; 4 hybrid mutual funds; and 11 Bond mutual funds.  These are exceptional and successful investments. The majority of these mutual funds ranked A+ (1% to 10%) in their respective financial category.
Table of contents: title: Part 1 I RETIREMENT I 5; title: Chapter 1 I Establishing Goal I 5; title: Chapter 2 I Commitment I 6; title: Chapter 3 I Perseverance I 6; title: Part 2 I INDIVIDUAL RETIREMENT ACCOUNT I 8; title: Chapter 4 I IRS Guidelines I 8; title: Chapter 5 I Required Minimum Distribution I 10; title: Chapter 6 I Planning Essentials I 11; title: Chapter 7 I Rollover Guideline I 11; title: Part 3 I MUTUAL FUNDS I 12; title: Chapter 8 I Types of Investments I 12; title: Chapter 9 I Analytical Financial Tool I 13; title: Chapter 10 I Investment Facts I 14; title: Chapter 11 I Income/Capital Gains Distribution I 16; title: Chapter 12 I Dollar-Cost-Average I 17; title: Chapter 13 I Profitable Portfolio Formula I 18; title: Part 4 I MUTUAL FUND FINANCIAL REPORTS I 19; title: Chapter 14 I EQUITY/STOCK: I 20; title: Chapter 15 I Convertible Securities I 20; title: Chapter 16 I Equity Income I 24; title: Chapter 17 I European Region I 28; title: Chapter 18 I Global Multi-Cap Core I 36; title: Chapter 19 I Health/Bio Technology I 40; title: Chapter 20 I International Multi-Cap Core I 44; title: Chapter 21 I Large-Cap Core I 48; title: Chapter 22 I Large-Cap Growth I 52; title: Chapter 23 I Large-Cap Value I 56; title: Chapter 24 I Mid-Cap Core I 60; title: Chapter 25 I Mid-Cap Growth I 64; title: Chapter 26 I Mid-Cap Value I 68; title: Chapter 27 I Multi-Cap Core I 84; title: Chapter 28 I Multi-Cap Growth I 88; title: Chapter 29 I Multi-Cap Value I 92; title: Chapter 30 I Small-Cap Core I 96; title: Chapter 31 I Small-Cap Growth I 100; title: Chapter 32 I Small-Cap Value I 104; title: Chapter 33 I Telecommunications I 108; title: Chapter 34 I Utilities I 112; title: Chapter 35 I HYBRID: I 32; title: Chapter 36 I Flexible Portfolio I 32; title: Chapter 37 I Mixed-Asset Target Allocation: Conservative I 72; title: Chapter 38 I Mixed-Asset Target Allocation: Growth I 76; title: Chapter 39 I Mixed-Asset Target Allocation: Moderate I 80; title: Chapter 40 I BOND: I 116; title: Chapter 41 I Corporate Grade A Debt I 117; title: Chapter 42
pagenum: Corporate Investment BBB Debt I 121 |; title: Chapter 43
pagenum: Emerging Markets Debt I 125 |; title: Chapter 44
pagenum: General & Insured Municipal I 129 |; title: Chapter 45
pagenum: General U.S. Government I 133 |; title: Chapter 46
pagenum: Global Income I 137 |; title: Chapter 47
pagenum: GNMA I 141 |; title: Chapter 48
pagenum: High Yield Municipal I 145 |; title: Chapter 49
pagenum: Intermediate Municipal Debt I 149 |; title: Chapter 50
pagenum: Mortgage I 153 |; title: Chapter 51
pagenum: Multi-Sector Income I 157 |; label: I Part 5
title: RETIREMENT PROSPERITY I 161; title: Chapter 52
pagenum: Investment  &  Reinvestment Model I 161 |; title: Chapter 53
pagenum: Portfolio Growth After 70½ I 163 |; title: Part 6
pagenum: ABOUT THE AUTHOR I 168 |