• More than Enough: A Brief Guide to the Questions That Arise After Realizing You Have More Than You Need - Paperback
More than Enough: A Brief Guide to the Questions That Arise After Realizing You Have More Than You Need
More than Enough: A Brief Guide to the Questions That Arise After Realizing You Have More Than You Need

    More than Enough: A Brief Guide to the Questions That Arise After Realizing You Have More Than You Need - Paperback

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    Description

    by Mike Piper (Author)

    Most financial media deals with the topic of accumulating enough savings to cover your expenses throughout your lifetime.

    Among people who read personal finance books, many are "super savers"-saving a high percentage of their income through most of their careers. One thing that eventually happens for many such people is that they reach a point at which they realize they have not only saved "enough", they have saved "more than enough." Their desired standard of living in retirement is well secured, and it's likely that a major part of the portfolio is eventually going to be left to loved ones and/or charity.

    That realization raises a whole list of new questions and concerns. Some of those are financial (e.g., how much can I afford to give away to charity during my lifetime?), and some are non-financial (e.g., how should I communicate my estate plan to my intended heirs?).

    This book's goal is to help you answer those questions that arise when you realize you have accumulated-or are on track to accumulate-more than enough.

    Part One: Non-Financial Considerations (What's the goal? And why?)

    1. Do You Have More Than Enough?
    2. Who Gets the Money?
    3. Talking with Your Kids or Other Heirs

    Part Two: Financial Considerations

    4. Giving and Spending During Your Lifetime
    5. Learning to Spend and Give More
    6. Impactful Charitable Giving
    7. Impactful Investing
    8. Reassess Your Asset Allocation
    9. Trusts
    10. Asset Protection

    Part Three: Tax Strategies

    11. Qualified Charitable Distributions
    12. Donating Appreciated Taxable Assets
    13. Deduction Bunching
    14. Donor-Advised Funds
    15. The Roth Question(s)
    16. (State) Estate Taxes
    17. Developing a Workable Plan

    Part Four: Finding Professional Assistance

    18. Working with an Attorney
    19. Working with a Financial Planner

    Conclusion: Mission Accomplished. Now What?

    Afterword: Our Most Limited Resource

    Number of Pages: 146
    Dimensions: 0.34 x 8 x 5 IN
    Publication Date: March 09, 2023
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