Personal Finance For Seniors For Dummies

by Tyson, Eric; Carlson, Robert C.

• ISBN13: 9780470548769
• ISBN10: 0470548762
• Format: Paperback
• Copyright: 2010-05-03
• Publisher: For Dummies

Summary

This helpful guide addresses the unique financial opportunities and challenges Baby Boomers will face as they enter their golden years.

Author Biography

Eric Tyson is a nationally recognized personal finance counselor, writer, and lecturer. He is the bestselling author of Personal Finance For Dummies and Mutual Funds For Dummies.

Bob Carlson is editor of the monthly newsletter "Retirement Watch" and author of The New Rules for Retirement.

Table of Contents

Introduction.

Part I: Working toward Retirement.

Chapter 1: Looking Ahead to Your Future.

Chapter 2: Protecting Your Employment Income and Your Health.

Chapter 3: Developing a Retirement Plan.

Chapter 4: Identifying Retirement Investments and Strategies.

Chapter 5: Grasping Retirement Accounts and Their Rules.

Part II: Making Money Decisions in Retirement.

Chapter 6: Managing Budgets and Expenses.

Chapter 7: Guiding Investments and Distributions in Retirement.

Chapter 8: Making Important Housing Decisions.

Chapter 9: Considering Your Long-Term Care Insurance Needs and Options.

Part III: Dealing with Government Programs.

Chapter 10: Making Your Best Choices under Social Security.

Chapter 11: Getting the Most Out of Medicare.

Chapter 12: The State Health Care System Backup: Medicaid.

Part IV: Estate Planning: It's More than Just Dead People and Lawyers.

Chapter 13: The Basics on Estate Planning.

Chapter 14: Eyeing Wills and Other Legal Documents.

Chapter 15: Tackling the Federal Estate Tax When You Have Too Much Money.

Chapter 16: Focusing on Estate Taxes and the Many Types of Trusts.

Part V: The Part of Tens.

Chapter 17: Ten Common Retirement and Estate Planning Mistakes.

Chapter 18: Ten Things to Know About Working in Retirement.

Chapter 19: Ten (or So) Tips to Know About Caring for Your Aging Parents.

Index.