防詐3要訣：不聽信、不操作、掛斷電話 
Maximize Your Retirement: The Only Book You'll Ever Need to Retire Prosperous and Worry-Free
MAXIMIZE YOUR RETIREMENT
出版社：
出版日期：
2026/10/05
9
760684
訂單自國外空運，約14-21個工作天(不含例假日)到貨後依序出貨。為縮短等待，建議將此商品和其他商品分開下單。
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內容簡介
You didn't spend decades saving just to guess your way through the next 30 years. In Maximize Your Retirement, Jae W. Oh gives readers the integrated playbook the fragmented financial industry was never built to provide. Most financial guidance is delivered in lanes--investments here, insurance there, taxes somewhere else--but real retirement decisions collide inside one household. This book shows how Social Security, Medicare, IRMAA, Roth conversions, ACA subsidies, RMDs, SECURE Act rules, healthcare costs, and family priorities actually interact--and how to coordinate them into a plan that survives real life, not just a spreadsheet. Inside, readers will learn how to:
Written for people approaching retirement, already retired, or beginning to think seriously about their financial future, Maximize Your Retirement is not a one-size-fits-all checklist. It is a durable way to think, helping readers avoid costly mistakes, evaluate advice more confidently, and understand what their money is actually for: the confidence to spend, give, protect loved ones, and live the retirement they worked so hard to reach.
- Build an income base they cannot outlive, using the six cash-flow pillars that matter more than rate of return
- Avoid costly mistakes hiding in Medicare timing, IRMAA surcharges, ACA subsidies, and mishandled Roth conversions
- Move beyond the outdated 4 Percent Rule with the Tiered Conversion Framework, a smarter way to turn savings into sustainable income
- Decode the Five Big Risks of retirement: longevity, sequence, health, policy, and behavioral risk
- Protect heirs from the SECURE Act tax traps affecting inherited retirement accounts
- Ask sharper questions that distinguish real guidance from account management
- Know when DIY planning works--and when it quietly breaks down
Written for people approaching retirement, already retired, or beginning to think seriously about their financial future, Maximize Your Retirement is not a one-size-fits-all checklist. It is a durable way to think, helping readers avoid costly mistakes, evaluate advice more confidently, and understand what their money is actually for: the confidence to spend, give, protect loved ones, and live the retirement they worked so hard to reach.
作者介紹
Jae W. Oh, MBA, CFP is a chartered life underwriter and a chartered financial consultant. He is the managing principal of GH2 Benefits, based in Ann Arbor, Michigan, with individual and commercial clients nationwide. He is the chair of the Great Humanity Healthcare Foundation, Inc., a 501(c)(3) organization that provides financial relief to insured persons saddled with medical debt. He has frequently served as a panelist representing Humana Inc., one of the nation's largest providers of Medicare plans. He is a frequent public speaker to large and small groups, including the State Bar of Michigan, colleges, companies, library systems, and senior centers. He is widely quoted in the national media on financial and Medicare topics. He has a master's degree in business administration in accounting and finance from the University of Chicago, and a bachelor of arts degree in economics and political science from the University of Michigan, Ann Arbor. He has spent over a decade in international capital markets on three continents. He resides in Michigan.
規格
誠品貨碼 /
ISBN13 / 9781621538349
ISBN10 /
EAN貨碼 / 9781621538349
裝訂 / P:平裝
頁數 / 264
語言 / 3:英文
級別 / N:無
尺寸 / 22.6X15.2X1.8CM
重量(g) / 294.8
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