Description
Book SynopsisTable of ContentsIntroduction 1
Part 1: Understanding Personal Finance After 50 5
Chapter 1: Looking Ahead to Your Future 7
Chapter 2: Protecting Your Employment Income and Your Health 17
Chapter 3: Developing a Retirement Plan 35
Chapter 4: Identifying Retirement Investments and Strategies 53
Chapter 5: Grasping Retirement Accounts and Their Rules 75
Part 2: Making Money Decisions in Retirement 91
Chapter 6: Managing Budgets and Expenses 93
Chapter 7: Guiding Investments and Distributions in Retirement 111
Chapter 8: Making Important Housing Decisions 129
Chapter 9: Considering Your Long-Term Care Insurance Needs and Options 141
Part 3: Dealing with Government Programs 171
Chapter 10: Making Your Best Choices under Social Security 173
Chapter 11: Getting the Most Out of Medicare 203
Chapter 12: The State Healthcare System Backup: Medicaid 233
Part 4: Estate Planning: It’s More than Just Dead People and Lawyers 257
Chapter 13: The Basics on Estate Planning 259
Chapter 14: Eyeing Wills and Other Legal Documents 279
Chapter 15: Tackling the Federal Estate Tax When You Have Too Much Money 299
Chapter 16: Focusing on Estate Taxes and the Many Types of Trusts 323
Part 5: The Part of Tens 335
Chapter 17: Ten Common Retirement and Estate Planning Mistakes 337
Chapter 18: Ten Things to Know about Working in Retirement 347
Chapter 19: Ten (or So) Tips to Know about Caring for Your Aging Parents 353
Index 359
