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J. K. Lasser's Strategic Investing After 50

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J. K. Lasser's Strategic Investing After 50 Cover

 

Synopses & Reviews

Publisher Comments:

INVEST PRUDENTLY AT THE MOST CRITICAL JUNCTURE IN YOUR LIFE

"Strategic Investing After 50 takes the fear out of financial planning for those who need it the most. Julie knows her planning focus well."––A. Michael Lipper, CFA, President, Lipper Advisory Services, Inc.

"Too many people confuse speculation with investment. They get caught up in the noise of the market and miss the fundamental truth that investing is not a game but a means to an end–a means of providing for your future and the financial security of your family. If you’re ready to leave behind the hollow promise of instant riches and begin to chart a serious path toward your investment goals, then Julie Jason’s Strategic Investing After 50 is just the guide you need."––Don Phillips, Managing Director, Morningstar, Inc.

"If you have been putting off planning your financial future because you felt overwhelmed by the prospect, I recommend this book to you. Julie Jason has done an excellent job in providing a concise, lucid, jargon-free explanation of investment essentials ideally suited for the layman investor."––Jack Schwager, Author of Market Wizards and Stock Market Wizards

J.K. Lasser–Practical Guides for All Your Financial Needs

Please visit our Web site at www.jklasser.com

Synopsis:

It will help people to start thinking about their money in terms of accumulation, rebalancing, and income production. And it will take in-depth looks at risk tolerance, transition strategies, needed resources and tools--even strategies for those who are investing for the first time

About the Author

JULIE JASON, JD, LLM, is a personal money manager with twenty-five years of experience in the investment industry, having started on Wall Street as a securities lawyer. She is the principal and cofounder of Jackson, Grant, an investment firm in Stamford, Connecticut, that specializes in managing irreplaceable assets. Ms. Jason writes a nationally syndicated investment column that originated in the Stamford Advocate and Greenwich Times. Her articles have appeared in such financial publications as Fortune, Consumers Digest, and Profit Sharing. Her previous books include You and Your 401(k) and The 401(k) Plan Handbook.

Table of Contents

Preface.

Acknowledgments.

The Difference 50 Makes.

Common Misconceptions about the Market That Might Affect Your Decisions.

Reasonable Expectations.

The Appropriate Use of Assets.

Understanding Portfolio Objectives.

Understanding Capital Commitment Based on Cash-Flow Demands.

Demands-Based Investment Objectives: A Case Study.

Portfolio Strategy.

Monitoring and Reviewing Results.

Risk.

The Job of Managing Your Portfolio.

Investing for Capital Appreciation.

Selecting Investments for Capital for Appreciation.

Selling Rules and Selection Criteria.

Selecting Stock Mutual Funds.

Investing for Income.

Investing for Preservation of Capital.

Types of Advisers.

Interview Rules and Questions to Ask.

Opening a Brokerage Account.

Brokerage Account Investment Objectives and Happiness Letters.

Managing Your Brokerage Account.

Margin.

What the Industry Regulations Say about Your Brokerage Account.

Tax Considerations.

Tax-Deferred Company Savings Plans, IRAs and Variable Annuities.

Roth IRAs.

Timing Mandatory Distributions after Age 70½.

Mandatory istribution Planning.

Social Security.

Insurance and Estate Planning.

Where to Go from Here.

Appendix: Recommended Resources.

Index.

Product Details

ISBN:
9780471397793
Author:
Jason, Julie
Publisher:
Wiley
Location:
New York
Subject:
Personal Finance - Retirement Planning
Subject:
Personal Finance - Investing
Subject:
Investments
Subject:
Finance, personal
Subject:
Retirement income
Subject:
Investments & Securities
Copyright:
Edition Description:
Includes bibliographical references and index.
Series:
J.K. Lasser--practical guides for all your financial needs
Series Volume:
107-41
Publication Date:
20010813
Binding:
Electronic book text in proprietary or open standard format
Language:
English
Pages:
224
Dimensions:
9.21x6.14x.47 in. .70 lbs.

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Business » Retirement Financial Planning

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Product details 224 pages John Wiley & Sons - English 9780471397793 Reviews:
"Synopsis" by , It will help people to start thinking about their money in terms of accumulation, rebalancing, and income production. And it will take in-depth looks at risk tolerance, transition strategies, needed resources and tools--even strategies for those who are investing for the first time
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