000 02015nam a2200217 a 4500
001 263264
003 MOEB
005 20230606112231.0
008 141013t2010 njua gr 000 0 eng d
049 _aUNISSA.
084 _aHG179 B424 2010
245 1 0 _a30-minute money solutions :
_bstep-by-step guide to managing your finances /
_cChristine Benz
260 _aHoboken, N.J. :
_bWiley,
_cc2010.
300 _axx, 295 p. :
_bill. ;
_c22 cm.
505 _aCalculate your net worth -- See where your money goes -- Set your financial goals -- Create a budget -- Create a bill-paying system -- Create a filing system -- Create a master directory -- Determine whether to pay down debt or to invest -- Decide where to invest for retirement -- Create an emergency fund -- Find the right stock/bond mix -- Create an investment policy statement -- Invest for short and intermediate-term goals -- Create a hands-off long-term portfolio -- Determine how good your company retirement plan is -- Decide between a traditional and Roth 401(k) -- Select the best investments for your company retirement plan -- Make the most of a subpar 401(k) plan -- Determine what type of IRA is best for you -- Identify the best investments for your IRA -- determine whether to convert your IRA -- Roll over your retirement plan into an IRA -- Find the right college savings vehicle -- Find the right 529 plan -- Select the right investments for your college savings plan -- Identify the best investments for taxable accounts -- Manage your portfolio for tax efficiency -- Harvest tax losses -- Determine your portfolio withdrawal rate -- Build an in-retirement portfolio -- Find the right sequence of in-retirement withdrawals -- Conduct a portfolio checkup -- Rebalance your portfolio -- Get started on your estate plan -- Handle beneficiary designations -- Create a peronal legacy.
501 _aIncludes index.
650 0 _aFinance, Personal
650 0 _anvestments
710 2 _aMorningstar, Inc.
997 _a1010013564 (UNISSA, c.1)
999 _c15440
_d15440