Retiring Right: Planning for a Successful Retirement/2001 Edition

by Kaplan, Lawrence J.

• ISBN13: 9780757000140
• ISBN10: 0757000142
• Format: Paperback
• Copyright: 2001-02-01
• Publisher: Square One Pub

Summary

Everybody dreams of a "golden retirement", care free times, financial security and good health. But without the proper planning, that dream can turn into a nightmare. This book was developed to provide you with all the facts needed to design your own individual retirement plan so that you can make your special dream a reality. Dr. Lawrence J. Kaplan is one of the country's leading experts in retirement planning and this practical book answers all of your questions about savings and investment income, the Social Security system and much more. Through planning guides and worksheets Retiring Right helps you apply successful retirement strategies to meet your individual needs.

Table of Contents

Acknowledgments	v
Preface	vii
Introduction	1	(2)
First Facts About Retirement and Planning	3	(12)
Part 1 LIFESTYLES
Working in Retirement	15	(12)
Playing in Retirement	27	(8)
Retirement Housing	35	(22)
Retirement Communities and Care Facilities	57	(14)
Legal Affairs	71	(16)
Part 2 LONG-TERM FUNDING FOR RETIREMENT
Savings and Investments	87	(24)
Social Security	111	(16)
Pensions	127	(20)
Annuities	147	(12)
Part 3 DAY-TO-DAY FINANCIAL CONSIDERATIONS
Budgeting	159	(14)
Credit	173	(6)
Inflation	179	(4)
Taxes and Tax Shelters	183	(10)
Part 4 INSURANCE
Life Insurance	193	(8)
Health Insurance	201	(12)
Medicare and Medicaid	213	(16)
Medigap and Long-Term Care Coverage	229	(14)
Part 5 FINAL FACTS
Estate Planning and Wills	243	(28)
Minimizing Estate and Gift Taxes	271	(8)
Trusts	279	(6)
Probate	285	(4)
Planning for the Inevitable	289	(88)
Conclusion	305	(4)
APPENDICES
Glossary	309	(22)
Inventory of Personal and Financial Data	331	(30)
Resources	361	(10)
Suggested Readings	371	(6)
Index	377