Seven Steps to Financial Freedom in Retirement
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- ISBN 9781118095287
- Weight: 408g
- Dimensions: 155 x 231mm
- Publication Date: 28 Oct 2011
- Publisher: John Wiley & Sons Inc
- Publication City/Country: US
- Product Form: Hardback
- Language: English
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In Seven Steps to Financial Freedom in Retirement, financial advising and estate planning expert Harold Parrott guides the reader through the sometimes murky waters of retirement planning. Using a simple "Lifestyle Expense" planning approach customized to see how much money each person needs to live on in retirement, Parrott explains what investments can help readers reach their desired goals with minimum risk. Using detailed questionnaires, the book provides an informative guide for anyone concerned about having enough money to live comfortably in their retirement years.
An educational book employing an easy-to-understand format, Seven Steps explains the basics of IRAs and 401(k)s, before launching into a more in-depth discussion of the strategies and tax implications thereof, looking at:
- Annuities, bonds, and CDs
- The perils of "stock picking"
- The basics of estate planning
A unique and indispensible resource for assessing finances to determine the full scope of the reader's assets, the book helps to determine projected lifestyle expenses post-retirement and crafts a road map showing what types of products and accounts are likely to be of most value.
HANK PARROTT is founder and President of Estate & Financial Strategies, Inc., a Tennessee-based firm providing a full range of financial advising and estate planning services that has served thousands of clients throughout the country. Specializing in estate and retirement planning; insurance and annuities; and tax planning, Parrott is a Chartered Financial Consultant (ChFC), an Accredited Estate Planner (AEP), and a Registered Financial Consultant (RFC).
