By Julie Jason
Winner of the distinguished EIFLE award for excellence in monetary literacy schooling, Managing Retirement Wealth will assist you take care of the uncertainty investors face, particularly when transitioning into retirement. With a mix of optimism (everyone can do whatever to enhance his or her situation) and a dose of fit skepticism (don't make investments until you recognize what can cross wrong), seasoned own portfolio supervisor Julie Jason might help you:* know the way to accommodate the uncertainty of the markets that you can anticipate, now not react to market-moving events<span> </span>
* Graduate from random trading to taking a big-picture portfolio method of coping with your resources
* build a goal-directed <span> </span>personal portfolio personalized to <span> </span>serve you and your loved ones for an entire life
* identify a potential oversight procedure to allow you to right missteps so you stay on path to assembly your ambitions
* advance a feeling of fit skepticism that will help you assessment funding possibilities and advice
Whether you're a amateur or an skilled investor, you'll locate assets, insights, and techniques the following to make powerful judgements upon which a legitimate monetary destiny might be dependent in solid markets and undesirable. coping with Retirement Wealth was once commemorated with three awards: * The 2012 EIFLE Award for making an investment and Retirement making plans spotting "excellence in monetary literacy education."
* The 2012 Axiom company e-book Silver Award in own Finance/Retirement Planning/Investing honoring the year's "best company books."
* The 2012 overseas publication Award in own Finance "honoring wisdom, creativity, knowledge & global cooperation through the written word."
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Extra resources for Managing Retirement Wealth: An Expert Guide to Personal Portfolio Management in Good Times and Bad
This does not necessarily mean that the older a worker is, other things being equal, the greater the likelihood of coverage. The older a person is, up to a certain age, the more he or she tends to earn, and the easier it may be to save. Coverage of the second tier in the United States is also correlated positively with educational attainment, and varies by ethnic group and employer size. It also varies by employment status: The coverage of part-time workers is much lower than that of full-time workers.
The Development of Employer-Provided Pensions 23 and the United Kingdom, the rate of coverage has been declining for some time. The decline is precipitous in the United Kingdom, where most defined-benefit plans are closed to new members if not also to old ones. Membership in defined-contribution plans has also fallen, although not as much. In Canada, the decline in membership of defined-benefit plans has been more gradual. When participation in the second tier is voluntary and coverage is declining, the reasons for the decline in coverage should be found in some combination of the diminished willingness of employers to offer a pension, be it defined benefit or defined contribution, and a waning interest by their employees to join a plan.
The tax treatment of employer-provided pension plans is almost invariably more favorable than the treatment of other forms of saving, including third-tier retirement saving. This is particularly obvious in the United States, where limits on contributions to the 401(k) plan, an employerprovided defined-contribution plan, are much higher than limits on contributions to the individual retirement account (IRA), a personal pension plan offered by financial institutions. The tax code can also be used as a device to favor one type of plan over another.
Managing Retirement Wealth: An Expert Guide to Personal Portfolio Management in Good Times and Bad by Julie Jason