Tabla de Contenidos:
“…Roth IRAsTraditional versus Roth; Roth IRA Conversions; Fulfillment Planning; Retirement Makeover; Chapter 14: The
Ultimate Gift: Estate Planning; Wills; Durable Powers of Attorney; Advance Directives; Beneficiary Designations; Probate; Estate Tax; Chapter 15: The Gift of Discretion: Choosing a Financial Advisor; ""The Big Three""; Financial Planner Compensation; Finding a Professional Planner; Chapter 16: The Gift of Action: Your Plan for Money and Life; Fundamental and Practical Change; Reprise; Stay Connected; Notes; About the Web Site; About the Authors; Index…”
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