How to Retire Rich Creating Your Own Personal Fortune Formula Workbook Vol 2 by Jordan Goodman英文电子书.pdf

Jordan E. Goodman’s HOW TO RETIRE RICH: Creating Your Own Personal Fortune Formula Workbook Volume Two ©2003 Jordan E. Goodman Jordan E. Goodman’s HOW TO RETIRE RICH Volume Two 2 Table of Contents — Volume Two IMPLEMENTING YOUR PERSONAL PLAN (cont’d) Session 9: Investing Beyond Tax-Sheltered Accounts – Stocks Bonds 3 Session 10: Investing Beyond Tax-Sheltered Accounts – Mutual Funds, CDs, Annuities, and the Risks 5 Session 11: How to Evaluate an Early Retirement Offer 10 Sessions 12-13 Getting the Best Deals on Different Types of Insurance 11 CREATING RETIREMENT SECURITY Session 14: Maintaining a Fail-Safe Retirement 19 Session 15: Estate Planning that Avoids Additional Costs 22 Session 16: How to Age with Grace and Ease — Enjoying Your Retirement 26 Many of the tables and financial figures listed in this guidebook are based on current government statistics. Often, they change on an annual basis; thus, to obtain the most recent information, you should check them with the appropriate government agency. Jordan E. Goodman’s HOW TO RETIRE RICH Volume Two 3 IMPLEMENTING YOUR PERSONAL PLAN (cont’d) Session 9: Investing Beyond Tax-Sheltered Accounts – Stocks Bonds In this session Jordan takes you through stocks, bonds, and other investment suggestions beyond your tax-sheltered accounts. He explains that those accounts, in and of themselves, are not lucra- tive enough to see you through your re t i rement, and he provides you with concrete guidelines on how to invest