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The issue of pension financing is evolving everywhere, becoming more of a corporate or individual matter rather than a state one. Demographic changes are making sharing mechanisms hard to control, and social deficits often lead governments to pull back from their obligations. This raises many questions for the individual: At what age should I start saving? When should I increase or reduce my savings? How do I secure my income? What products should I choose to supplement my pension and savings? What degree of risk should I take on? Despite the burden for securing one's retirement increasingly placed on individuals, many are often badly prepared to tackle this very long savings process, which is often complicated by the specific characteristics of a pension plan. This publication, intended for investment professionals, customer advisors, and individuals interested in personal finance and asset management, looks at some of the fundamental elements of investment strategies and techniques for retirement.
Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a "Backdoor Roth IRA" and "Stealth IRA" to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor "Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place." - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street "Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research." - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books "This book should be in every career counselor's office and delivered with every medical degree." - Rick Van Ness, Author of Common Sense Investing "The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk." - Joe Jones, DO "Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis." - Dennis Bethel, MD "An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust." - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!
This book exposes the cracks in most retirement portfolios, then opens your eyes to the benefits of rental income. With pensions slashed, savings slim, and Social Security insufficient and unpredictable, most people won't have nearly enough money to last them through their retirement years, but seasoned real estate investor and landlord K. Kai Anderson proves that real estate is an investment that anyone can dive into to fund their retirement…lucratively! Not leaving anything to question, Retire on Real Estate also lays out a complete plan of action, including how to: Get started--by either purchasing property or converting your residence into a rental Reduce the risk of vacancies, repairs, and problem tenants Spot smart investments Choose the right mortgage, or even out-of-the-box financing options Trade up to more profitable properties Don’t wager your retirement on Social Security, dividends, and unpredictable bull markets. Real estate is an investment that will always pay off--if done correctly.
In 2008 we watched as trillions of dollars vanished before our eyes, enveloped in the crash and burn of Wall Street's bottom line. As working Americans and retirees awake from the aftermath, we're searching for answers and alternatives to the reckless loans and dicey short-term bets that ravaged our savings and retirement assets. Up From Wall Street: The Responsible Investment Alternative makes the case that there are strategic and socially responsible investment paths that have the capacity to rebuild our economy and infrastructure, reinvigorate our cities, and create the highly-anticipated green jobs of the future. Through real-life stories and case studies, Thomas Croft illustrates how the responsible investment of savings assets, pensions, insurance funds, and other trusts can generate positive social, economic, and environmental benefits - along with financial returns. Included in the book is A Field Guide to Responsible Capital, which contains descriptions of investment funds that are together managing over $30 billion and provides a detailed analysis of some of the firms and projects in which they invest. "Anyone with an interest in making sure their savings are put to work in a manner that strengthens our economy must read this volume." -Dr. Tessa Hebb, author of No Small Change: Pension Funds and Corporate Engagement "Up From Wall Street offers a path towards, and real life examples of, investments in private equity and real estate that create value for investors by producing sustainable wealth for businesses, their employees, and communities alike." -David Wood, Director, The Institute for Responsible Investment "This study captures a rising wave of progressive investment activity that will define the 'prudent investor' standard for all investors in the future." -Kirsten Snow Spalding, California Director, Ceres "I hope that ... many of the people who pushed for change in Washington, D.C. across America and our neighbors to the North will read this book." -Richard L. Trumka, Secretary-Treasurer, AFL-CIO Thomas Croft is an international expert on innovative capital strategies and jobs-oriented economic revitalization policies. He serves as Director of the Heartland Network and Executive Director of the Steel Valley Authority and has authored or commissioned vital new perspectives on alternative pension investment strategies and a fair economy
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EVERYTHING YOU NEED TO KNOW ABOUT REITS GETTING STARTED IN REAL ESTATE INVESTMENT TRUSTS Real Estate Investment Trusts (REITs) offer small investors the chance to participate in a broad range of real estate opportunities across most major property sectors and geographic locations. But to make the most out of this proven investment vehicle, you must first gain a firm understanding of it. Getting Started in Real Estate Investment Trusts provides an accessible introduction to the benefits and performance characteristics of REITs and examines the role they play in a well-diversified investment portfolio. Divided into three comprehensive parts, Getting Started in Real Estate Investment Trusts covers a wide variety of issues within this field, including: * The legal and financial history of REITs * How REITs behave as an investment class and how they are best integrated into an investor's portfolio * The fundamental economic issues that affect real estate and how they impact REITs * Specific methods for analyzing REITs as an investment * Different types of REITs: residential, office, industrial, retail property, and more Filled with in-depth insight and practical advice, Getting Started in Real Estate Investment Trusts is a valuable road map to an investment that can help stabilize and grow your portfolio for years to come.
This book examines the origins and consequences of so-called pension fund capitalism, which has spread around the world since 1981, when the pension system was completely privatized in Chile. The author highlights the driving forces behind the privatization of pensions, its forms and tools used in practice, and the risks and costs related to private pensions. The reader can also learn about the experiences of various developed countries (including the USA, Canada, Australia, and Germany), as well as Latin American (including Chile) and Eastern European countries, related to the privatization of pensions. Particular attention is paid to Poland as an example of a country where such privatization failed completely. This book provides a source of serious reflection on what this privatization has led to, what its real economic and social consequences are and what the likelihood is of reversing it and strengthening the public pension system. Academic researchers and students of economics and finance, as well as social and political sciences, will find the book invaluable in understanding the problems arising from the privatization of pensions. It will also be of interest to professionals: institutions that shape or influence economic and social policy, including political parties, trade unions, non-governmental organizations, the media, and institutions operating on the financial market.
Spurred by the passage of ERISA in 1974, the ownership and management of commercial real estate has shifted from deal-driven entrepreneurs to strategic institutional investors. This shift, which shows little sign of abatement, has revolutionized the real estate industry, as pension funds, insurance companies, and other institutional investors continue to dominate real estate investment activities - and realize the risk-return enhancing characteristics of mixed-asset portfolios.