Authors: Peter Mazonas
ISBN-13: 9780471714019, ISBN-10: 0471714011
Format: Hardcover
Publisher: Wiley, John & Sons, Incorporated
Date Published: July 2005
Edition: (Non-applicable)
PETER MAZONAS has thirty-five years of experience as a tax and financial consultant and wealth manager. A CPA, he founded the Executive Financial Counseling Division at Bank of America and also created their Private Banking Division. Mazonas also founded Transamerica HomeFirst, a reverse home mortgage company. He is currently a consultant to financial service companies on wealth management, product design, and customer service.
As corporations and the government continue to shift the responsibility for retirement savings to workers, employees at all economic levels must develop a personal plan to ensure a financially secure retirement. In Double Your Retirement Income, financial professional Peter Mazonas provides readers with the tools and information needed to overcome retirement obstacles. Beginning with a broad overview of the economic realities readers will face, this comprehensive guide helps them take a step back and make an honest assessment of what it’s going to take to retire on their terms. Filled with in-depth insight, expert advice, and illustrative charts and graphs, Double Your Retirement Income shows readers how to effectively manage Defined Contribution Plans, understand Defined Benefit Pension Plans, buy and hold a balanced portfolio of no-load, and much more.
Introduction | 1 | |
Chapter 1 | Facing Reality: What's It Going to Take to Be Able to Retire? | 5 |
Chapter 2 | Budgeting: Finding New Money to Save for Retirement | 22 |
Chapter 3 | Two-Income Households: Affording a Home and Retirement While Avoiding Bankruptcy | 44 |
Chapter 4 | Buying a Home | 52 |
Chapter 5 | Paying for College with Other People's Money | 84 |
Chapter 6 | Your Pension Plan = Your Retirement Lifeline | 108 |
Chapter 7 | The Winning Investment Strategy for the Twenty-First Century | 138 |
Chapter 8 | Taxable Investing | 177 |
Chapter 9 | Retirement Redefined | 187 |
Chapter 10 | Tips to Remember As You Develop Your Strategy: Your Semiannual Checkups | 208 |
Notes | 219 | |
Index | 227 |