An edition of Personal Finance in Today’s Complex World
(2013)
Personal Finance in Today’s Complex World
by Thomas Fredricks
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Last edited by Alice Kirk
July 23, 2015 | History
This book is written to help someone negotiate the often tricky world of personal finance. Understanding savings and investments – for the long and short term – need not be a big mystery; nor should it be something the average person is afraid to look into. All of the options open involve choices.
You can download the book via the link below.
Publish Date
2013
Publisher
Bookboon.com
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Book Details
Table of Contents
Content
Introduction
1. Savings and Budgeting: Budgets, Certificates of Deposit, Money Market Accounts, Bonds, Treasury Bills, Reverse Mortgages
1.1. Savings and Budgeting
1.2. Certificates of Deposit
1.3. Money Market Accounts
1.4. Savings Bonds
1.5. Treasury Bills
1.6. Reverse Mortgages
2. Equities: Stocks, Derivatives, Bonds
2.1. Corporations and Individual Stocks
2.2. Values of Individual Stocks
2.3. Derivatives
2.4. Bonds
2.5. Risk and Rate of Return
3. Personal Income Tax: Filing Status, What is Taxable, Deductions, Exemptions, Tax Shelters Preparing for the Coming Year
3.1. Filing Status
3.2. What is taxable and what is not?
3.3. Deductions
3.4. Exemptions
3.5. Tax Shelters
3.6. Preparing for the Coming Year
4. Estate and Gift Taxes: Generation-Skipping Transfers, ILITs, Not Outliving One’s Estate
4.1. Gift and Estate Taxes and Returns
4.2. Generation-Skipping Transfer
4.3. Irrevocable Life Insurance Trust (ILIT)
4.4. Not Outliving One’s Estate
5. Social Security: The System, Medicare, When to Apply
5.1. The Social Security System
5.2. Medicare
5.3. When to Apply
6. Retirement Plans: Employer plans, Pension plans, Annuities and IRAs
6.1. Employer-Provided Plans
6.2. Pension Plans
6.3. Annuities
6.4. Individual Retirement Accounts (IRAs)
7. Time Value of Money
8. Long-Term Care Insurance: Medicare and Medicaid, Long-Term Care Insurance and Options
8.1. Medicare and Medicaid
8.2. Long-Term Care Insurance and Options
9. Life Insurance: Why have Life Insurance, Term & Whole Life Policies, Insurance as Investment and Tax Tool, Universal Life, Insurance for Children, Stock & Mutual Companies, Tax Consequences of Life Insurance
9.1. Why Have Life Insurance?
9.2. Term Insurance
9.3. Whole Life Policies
9.4. Insurance as an Investment and Tax Tool
9.5. Universal Life
9.6. Stock and Mutual Companies
9.7. Insurance for Children
9.8. Tax Consequences of Life Insurance
10. Bankruptcy: The Bankruptcy Act, Chapter or , Chapter , Credit Reporting Agencies, Hiring an Attorney, Some Long-term Considerations
10.1. The Bankruptcy Act
10.2. Chapter 7 or 13
10.3. Chapter 11
10.4. Credit Reporting Agencies
10.5. Hiring an Attorney
10.6. Some Long-term Considerations
11. Financial Statement Analysis: Why Analyze Statements at all, Income Statement Ratios, Balance Sheet Ratios, Combined Ratios
11.1. Why Analyze Statements at all?
11.2. Income Statement Ratios and Measurements
11.3. Balance Sheet Ratios and Measurements
11.4. Combination Ratios and Measurements
Endnotes
Edition Identifiers
Work Identifiers
Links outside Open Library
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