Retirement Made Simple - Everything you need to know about planning for a happy retirement

Whittaker, Noel
Retirement Made Simple - Everything you need to know about planning for a happy retirement

Retirement Made Simple - Everything you need to know about planning for a happy retirement

Whittaker, Noel

$29.99

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The fastest growing demographic in Australia are retirees, with the number of people over 75 expected to double within 10 years. Retirement is often touted as a worry free time - but it's also a time full of unique challenges.

First is the money issue - will there be enough money for a successful retirement, and what assets should you invest in. The rules regarding the age pension are continually changing - what do you need to do to maximise it. Next is superannuation, an ever-changing landscape where the performance of your fund depends on the assets you choose. A major issue is estate planning - what is the best way to handle the disposal of your assets in a tax effective way, and avoid the 17% death tax on the taxable component of your superannuation. Rising life expectancies mean the possibility of new relationships between retirement and death, but it also means one partner may suffer from dementia with all that entails. Of course, there's also the possibility of home care, and friction between siblings. Another major issue is whether you stay in the family home or downsize to another property, or even go to a retirement community.

These are just a few of the major issues covered in the new book Retirement Made Simple - by acclaimed financial expert Noel Whittaker, who has been writing about these issues for more than 35 years.

Author:   Whittaker, Noel
Publisher:   Simon & Schuster Australia
ISBN:  

9780648861430


Pages:   280
Publication Date:   01 November 2020
Availability:  
This item is in stock and will be dispatched immediately.

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The fastest growing demographic in Australia are retirees, with the number of people over 75 expected to double within 10 years. Retirement is often touted as a worry free time - but it's also a time full of unique challenges.

First is the money issue - will there be enough money for a successful retirement, and what assets should you invest in. The rules regarding the age pension are continually changing - what do you need to do to maximise it. Next is superannuation, an ever-changing landscape where the performance of your fund depends on the assets you choose. A major issue is estate planning - what is the best way to handle the disposal of your assets in a tax effective way, and avoid the 17% death tax on the taxable component of your superannuation. Rising life expectancies mean the possibility of new relationships between retirement and death, but it also means one partner may suffer from dementia with all that entails. Of course, there's also the possibility of home care, and friction between siblings. Another major issue is whether you stay in the family home or downsize to another property, or even go to a retirement community.

These are just a few of the major issues covered in the new book Retirement Made Simple - by acclaimed financial expert Noel Whittaker, who has been writing about these issues for more than 35 years.

Product Details
Author:   Whittaker, Noel
Publisher:   Simon & Schuster Australia
ISBN:  

9780648861430


Pages:   280
Publication Date:   01 November 2020
Availability:  
This item is in stock and will be dispatched immediately.
Reviews

Reviews

Recent Reviews

No review item found!