Download or read book Essential Retirement Planning for Solo Agers written by Sara Zeff Geber and published by Mango Media Inc.. This book was released on 2018-04-15 with total page 212 pages. Available in PDF, EPUB and Kindle. Book excerpt: A practical yet humorous guide to aging solo gracefully and achieving a happy retirement. In Essential Retirement Planning for Solo Agers, certified retirement coach Sara Zeff Geber coins the term “Solo Ager” to refer to the segment of society that either does not have adult children or is single and believes they will be on their own as they grow older. This book explores the path ahead for this group. That includes choices in housing, relationships, legal arrangements, finances, and more. Geber reviews the role of adult children in an aging parent’s world and suggests ways in which Solo Agers can mitigate the absence of adult children by relationship building and rigorous planning for their future. Geber shares her expertise on what constitutes a fulfilling older life and how Solo Agers can maximize their opportunities for financial security, physical health, meaning and purpose in the second half of life, and, finally, planning for the end game. Through real-life stories and anecdotes, the author explores housing choices, relationships, and building a support system. You will learn about: · different levels of care and independence in various types of living arrangements · how to initiate discussions among friends and relatives about end-of-life treatment · “what if” scenarios · who to talk to about legal and financial decisions And it’s not just the Solo Ager that can learn from this book. Financial advisors, elder law and estate attorneys, senior care managers, and others whose clientele is on the far side of sixty will benefit as well.

Download or read book The Single Woman s Guide to Retirement written by Jan Cullinane and published by John Wiley & Sons. This book was released on 2012-09-05 with total page 182 pages. Available in PDF, EPUB and Kindle. Book excerpt: AWARDS: Silver Living Now Book Award, Mature Living/Aging 2014 (Silver) If you’re one of the 25 million single women over the age of 45 living in the United States today, AARP’s The Single Woman’s Guide to Retirement is your new best friend. Walking you through the challenges of retired or pre-retired life, from managing your finances to staying healthy in body, mind, and spirit, dealing with divorce, and even looking for love or work, the book covers the issues that really matter to you. Whether you’re looking for a retirement home or planning a cruise, this book is packed with specific details to help take the guesswork out of retirement. Author and retirement expert Jan Cullinane has gathered real-life stories from women just like you to illustrate your options and give you fresh new ideas about how to make the most of your retirement years.

Download or read book Retiring Solo written by Lori Martinek and published by Createspace Independent Publishing Platform. This book was released on 2016-08-09 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Millions of Americans are finding themselves on their own as they head toward retirement. Some are solo by circumstances, others by choice. Baby Boomers all of them, they are driving new trends in housing, work, caretaking and traveling, while also redefining what it means to be part of a community. These partner-less pioneers are rewriting the book on retirement as they learn what it takes to successfully retire solo and remain happy, healthy and independent in the coming years. Being solo is no longer just a stop on the way to a happy ending. For an increasing number of people, it's a lifestyle choice and the destination. Solo is a natural, dynamic state that we experience as we cycle in and out of life stages, living arrangements and relationships. The new reality is that most of us will spend more time solo than in a married or committed relationship over the course of our lifetime. And: It is almost certain that we will be solo during the later years of our lives. Nearly 10,000 Baby Boomers turn 65 every day - a reality that began in 2010 and is expected to continue through 2029. Few feel financially prepared for retirement. Those who are married are likely counting on a spouse's income to help save for retirement and to provide a second Social Security check in the future. Statistics, however, indicate that most married Boomers are destined to become solo again, whether through death or divorce. In short, there are no guarantees in life, whether you are solo, married or somewhere in between. It is likely that you will have to continue working, start a business or come up with another source of income to supplement whatever Social Security benefits you may earn. Have you thought about how you will spend your time in retirement, how or where you may want to live, how you will stay active and healthy in the years ahead, or who will be there for you as you grow older? You should. It's never too late, or too soon, to develop a plan to protect your independence and make sure that your coming years are happy, healthy and brightened by a sense of community. Retiring Solo will show you how to begin. --------------- Author Lori Martinek is a successful serial entrepreneur and an advisor and mentor to business owners. As a small business owner for nearly 30 years, Lori knew that she needed a plan to secure her future and protect her independence as she grew older. As a vibrant single woman with a passion for outdoor activities and social causes, Lori also wanted to protect her health and her mobility, stay active and engaged in the world around her, create a sense of community that would provide social opportunities and support, and find a way to 'live alone, but together' with other active adults. Her journey to create her personal retirement rebalancing plan also produced this book.

Download or read book Launching Solo written by Bob Cowin and published by . This book was released on 2020-08-10 with total page 108 pages. Available in PDF, EPUB and Kindle. Book excerpt: Contrary to simplistic portrayals of either blissful relaxation or bewildered depression, adjusting to retirement is every bit as complex and ambiguous as life's other transitions. In Launching Solo, six retirees describe what actually happened during their initial months out of the workforce: what went smoothly, what proved bumpy, and what they came to either desire or fear. Sometimes, their reactions took them by surprise, while other developments unfolded much as they had expected. These informal conversations with ordinary people are supplemented with brief mention of key research findings. By focusing on the stories of single people, the complications of getting along with one's partner are set aside to highlight the types of pleasures and personal challenges that retirement brings-challenges that arise regardless of marital status. The good news is that most people like being retired, but their contentment may not emerge instantly or automatically. Launching Solo is a pleasant, yet thought-provoking, read for everybody leaving paid employment to embark on a new way of living....

Download or read book The Solo 401k written by Dyches Boddiford and published by Lulu.com. This book was released on 2019-02-21 with total page 164 pages. Available in PDF, EPUB and Kindle. Book excerpt: Do you own your own business? Are you (and/or your spouse) the only employee(s) of your business? Would you like to take your retirement investing to the next level? If you answered yes to these questions, then you may qualify for an individual 401k, also known as a Solo 401k. The Solo 401k is not a new type of plan, but this particular retirement plan has gone through a lot of changes in the past few years. These changes can strengthen the power of your wealth building and optimize your contributions to your retirement accounts. Join experienced investors Dyches Boddiford, Dorsie Boddiford Kuni, and Tax Attorney John Hyre as they discuss the details of the Solo 401k including: self-directing your Solo 401k, contribution/distribution rules, the Roth component, and funding tactics. You will also learn step by step how to set up and invest your own Solo 401k as your own Trustee and Plan Administrator. From the basic concepts to the advanced strategies, this book has all you need to know about the Solo 401k.

Download or read book Launching Solo written by Bob Cowin and published by FriesenPress. This book was released on 2020-09-22 with total page 100 pages. Available in PDF, EPUB and Kindle. Book excerpt: Contrary to simplistic portrayals of either blissful relaxation or bewildered depression, adjusting to retirement is every bit as complex and ambiguous as life’s other transitions. In Launching Solo, six retirees describe what actually happened during their initial months out of the workforce: what went smoothly, what proved bumpy, and what they came to either desire or fear. Sometimes, their reactions took them by surprise, while other developments unfolded much as they had expected. These informal conversations with ordinary people are supplemented with brief mention of key research findings. By focusing on the stories of single people, the complications of getting along with one’s partner are set aside to highlight the types of pleasures and personal challenges that retirement brings—challenges that arise regardless of marital status. The good news is that most people like being retired, but their contentment may not emerge instantly or automatically. Launching Solo is a pleasant, yet thought-provoking, read for everybody leaving paid employment to embark on a new way of living.

Download or read book Die with Zero written by Bill Perkins and published by Houghton Mifflin. This book was released on 2020 with total page 243 pages. Available in PDF, EPUB and Kindle. Book excerpt: "A ... new philosophy and ... guide to getting the most out of your money--and out of life--for those who value memorable experiences as much as their earnings"--

Download or read book Solo Retirement written by Judy Salwen and published by Dodd Mead. This book was released on 1983 with total page 230 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book IRAs 401 k s Other Retirement Plans written by John C. Suttle and published by . This book was released on 2006 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: IRAs, 401(k)s & Other Retirement Plans helps you make sense of the rules that govern distributions from retirement plans, and avoid the stiff penalties that lurk in the fine print. It covers the different types of retirement plans -- including 401(k)s and other profit-sharing plans, Keoghs, IRAs and tax-deferred annuities -- and the taxes and penalties that can deplete your nest egg.

Download or read book Solo 401 k written by Sean Mullaney and published by . This book was released on 2022 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Navigating retirement for solopreneurs is not easy-strategically save with the Solo 401(k) If you're self-employed, having enough money to retire might weigh heavily on your mind. Wearing both the employer and employee hats is complicated, and things can get confusing quickly. CPA and financial planner Sean Mullaney cuts through the complexity and boils down what solopreneurs need to know about saving for the future in Solo 401(k). The Solo 401(k) plan allows a self-employed entrepreneur in almost any business to reduce taxes and strategically save for retirement. His guide will educate and empower you to create, navigate, and optimize your own Solo 401(k) plan and shares tax advice you may not have considered. You'll discover:The many advantages of a Solo 401(k), including more flexibility and higher limits for contributions.Tax planning strategies offered by the Solo 401(k), like tax-deferred or tax-free growth.How to establish and maintain a Solo 401(k).IRS income tax reporting required for Solo 401(k)s.How Solo 401(k)s can be used to save money in conjunction with other popular retirement income options, such as the Roth IRA. Whether you're self-employed, a side hustler, or a fiscal advisor, this is the educational resource you need to help build personal wealth for the life you or your clients want in the future. Get Solo 401(k) today to learn everything you need to know about the best retirement savings account for solopreneurs. The sooner you start investing in your future, the greater your freedom will be!

Download or read book Going Solo America s Best Kept Retirement Secret for the Self Employed written by Adam Bergman and published by Createspace Independent Publishing Platform. This book was released on 2015-07-24 with total page 346 pages. Available in PDF, EPUB and Kindle. Book excerpt: As a self-employed person or small business owner, when you consider the mountain of investment and capital needs you're solely responsible for and the lack of matching employer contributions, saving for retirement feels like an impossible uphill battle-but it doesn't have to be. With a Solo 401(k) you can manage your own investments and leverage your assets to not only actively grow your retirement wealth but also support your current life and business goals. Discover America's best-kept retirement secret and find out whether you're eligible to participate in one of the various types of Solo 401(k) plans, including: Free plans offered by financial institutions that manage your money for you through restricted investment options Custodian-directed plans that allow you to buy real estate and other nontraditional investments through an overseer Self-directed plans that give you checkbook control and allow you to make your own investment decisions through a local bank account Take advantage of the Solo 401(k) and see how easy and rewarding it can be. Financial freedom is within your grasp-are you ready to grab hold of your future?

Download or read book The Charles Schwab Guide to Finances After Fifty written by Carrie Schwab-Pomerantz and published by Crown Currency. This book was released on 2014-04-01 with total page 434 pages. Available in PDF, EPUB and Kindle. Book excerpt: Here at last are the hard-to-find answers to the dizzying array of financial questions plaguing those who are age fifty and older. The financial world is more complex than ever, and people are struggling to make sense of it all. If you’re like most people moving into the phase of life where protecting—as well as growing-- assets is paramount, you’re faced with a number of financial puzzles. Maybe you’re struggling to get your kids through college without drawing down your life’s savings. Perhaps you sense your nest egg is at risk and want to move into safer investments. Maybe you’re contemplating downsizing to a smaller home, but aren’t sure of the financial implications. Possibly, medical expenses have become a bigger drain than you expected and you need help assessing options. Perhaps you’ll shortly be eligible for social security but want to optimize when and how to take it. Whatever your specific financial issue, one thing is certain—your range of choices is vast. As the financial world becomes increasingly complex, what you need is deeply researched advice from professionals whose credentials are impeccable and who prize clarity and straightforwardness over financial mumbo-jumbo. Carrie Schwab-Pomerantz and the Schwab team have been helping clients tackle their toughest money issues for decades. Through Carrie’s popular “Ask Carrie” columns, her leadership of the Charles Schwab Foundation, and her work across party lines through two White House administrations and with the President’s Advisory Council on Financial Capability, she has become one of America’s most trusted sources for financial advice. Here, Carrie will not only answer all the questions that keep you up at night, she’ll provide answers to many questions you haven’t considered but should.

Download or read book Purposeful Retirement written by Hyrum W. Smith and published by Mango Media Inc.. This book was released on 2017-03-14 with total page 129 pages. Available in PDF, EPUB and Kindle. Book excerpt: Retirement and good living Are you getting ready to simplify life and move from the world of work to a life of retirement and good living ─ to enter a happy retirement? Retirement and good living: The author of Purposeful Retirement, Hyrum W. Smith, is one of the original creators of the popular Franklin Day Planner, the former Chairman and CEO of Franklin Covey Co., and the recognized “Father of Time Management”. In this book, Hyram shows you how you can move from your world of work, simplify life and enter what can be the most satisfying phase of your life ─ a new world of purposeful retirement and good living. Aging well and a happy retirement: You have had a successful career by almost all measures and now you are concerned about aging well and looking toward a happy retirement. You are definitely not a couch potato. • How are you going to create a retirement that is meaningful and inspiring for your second act? • Can you simplify life? • Is there a way to make intelligent and anxiety free retirement planning choices? • Can you learn from the lives and experiences of people who have found their pathway to happy retirement? • What are their secrets to aging well and a happy retirement? Retirement guide: For four decades, Hyrum W. Smith has been empowering people to effectively govern their personal and professional lives. An award winning author, distinguished speaker, and successful businessman, Hyrum offers a tested and actionable retirement guide to finding that perfect retirement niche. In his book, Hyrum enables you to map the step-by-step route to a retirement that is not just enjoyable but is also deeply fulfilling on a personal level. Welcome to your new life of retirement and good living: This distinguished author, speaker, and businessman combines wit and enthusiasm with a gift for communicating compelling principles that inspire lasting personal change. Hyrum shares a lifetime of wisdom in this powerful retirement guide to discovering your true passion, re-imagining your life, and trying new possibilities. Welcome to a new life of retirement and good living ─ to a purposeful retirement.

Download or read book The New Retirement written by Jan Cullinane and published by John Wiley & Sons. This book was released on 2022-05-03 with total page 253 pages. Available in PDF, EPUB and Kindle. Book excerpt: Craft your complete retirement plan with help from this straightforward and robust blueprint In the newly revised Third Edition of The New Retirement: The Ultimate Guide to the Rest of Your Life, best-selling and award-winning retirement author Jan Cullinane delivers an organized, engaging, and holistic treatment of retirement planning. With extensive updates and additions throughout, the book includes surveys, questionnaires, and worksheets to help readers understand and apply the critical steps affecting retirement planning. In this book, you’ll also find: Fresh and informative examples from real people about all aspects of their retirement journey, from savings and tax issues to location selection to second careers/remote work, and leaving a legacy Thorough explorations of niche retirement lifestyles, established locations, and new retirement communities Discussions of critical issues affecting potential and current retirees, including health, relationships, politics, climate, demographics, and working Perfect for anyone contemplating full or phased retirement, as well as for those who are already retired, The New Retirement, 3rd edition, is an invaluable handbook for planning the penultimate chapter of your life.

Download or read book Individual retirement arrangements IRAs written by United States. Internal Revenue Service and published by . This book was released on 1990 with total page 284 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Self employment Tax written by and published by . This book was released on 1988 with total page 12 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Download or read book Solo 401 k in a Nutshell written by Adam Bergman, and published by . This book was released on 2016-07-25 with total page 180 pages. Available in PDF, EPUB and Kindle. Book excerpt: At last, a sound, easy-to-understand guide to retirement saving that puts financial independence within reach of every self-employed individual. The Solo 401(k) account is the key to building wealth for those who are self-employed or small business owners without full-time employees, and this book demystifies what it takes to establish and manage the plan. Unlike books that delve into the often-confusing intricacies of these accounts, Solo 401(k) in a Nutshell cuts through extraneous details and provides exactly-and only-what the layperson needs to put the investment in place and get started down the road to financial freedom. Adam Bergman, Esq., is a widely published authority on tax planning, IRAs, and 401(k)s whose expertise has been tapped by CBS News, Businessweek, CNN Money, Forbes, and USA Today. He is president of the IRA Financial Trust Company and a member of the tax division of the American Bar Association.