The Bogleheads' Guide to Retirement Planning
Published on 8. October 2009
400 pages
978-0-470-55284-1 (ISBN)
Description
The Bogleheads are back-with retirement planning advice for thosewho need it!
Whatever your current financial situation, you must continue tostrive for a viable retirement plan by finding the most effectiveways to save, the best accounts to save in, and the right amount tosave, as well as understanding how to insure against setbacks andhandle the uncertainties of a shaky economy.
Fortunately, the Bogleheads, a group of like-minded individualinvestors who follow the general investment and business beliefs ofJohn C. Bogle, are here to help. Filled with valuable advice on awide range of retirement planning issues, including some pearls ofwisdom from Bogle himself, The Bogleheads' Guide to RetirementPlanning has everything you need to succeed at thisendeavor.
* Explains the different types of savings accounts and retirementplans
* Offers insights on managing and funding your retirementaccounts
* Details efficient withdrawal strategies that could help youmaintain a comfortable retirement lifestyle
* Addresses essential estate planning and gifting issues
With The Bogleheads' Guide to Retirement Planning, you'lldiscover exactly what it takes to secure your financial future,today.
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Other editions
Additional editions
Taylor Larimore | Mel Lindauer | Richard A. Ferri
The Bogleheads' Guide to Retirement Planning
Book
03/2011
1st Edition
Wiley
€19.00
Shipment within 10-20 days
Taylor Larimore | Mel Lindauer | Richard A. Ferri
The Bogleheads' Guide to Retirement Planning
Book
10/2009
Wiley
€24.75
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Persons
TAYLOR LARIMORE has been dubbed by Money magazine as "theDean of the Vanguard Diehards," and Jack Bogle himself calls Taylor"the King of the Bogleheads." Now eighty-six and retired, Larimoreregularly spends several hours a day answering questions for freeon the Bogleheads.org forum.
MEL LINDAUER was dubbed "the Prince of the Bogleheads" byJack Bogle. Together with Taylor Larimore, he initiated andcontinues to organize the grassroots Bogleheads annual meetings.Lindauer has been quoted in a number of newspapers and magazinesand has appeared on CNNfn.
RICHARD A. FERRI, CFA, is a key member of the growingBogleheads "brain trust" and founder and CEO of the investmentfirm, Portfolio Solutions, LLC. He is the author of seven books,including The ETF Book: All You Need to Know About Exchange-TradedFunds and The Power of Passive Investing, both published byWiley.
LAURA F. DOGU, called "the Queen of the Bogleheads,"participated as an investment panelist during the Bogleheadsmeetings for the last four years. Dogu is a career Foreign ServiceOfficer with the U.S. Department of State.
Content
FOREWORD BY JOHN C. BOGLE XI I I
PREFACE xix
ACKNOWLEDGMENTS xxix
PART I THE BASICS
CHAPTER 1 THE RETIREMENT PLANNING PROCESS BY THOMAS L. ROMENS3
CHAPTER 2 UNDERSTANDING TAXES BY NORMAN S. JANOFF 21
PART II SAVINGS ACCOUNTS AND RETIREMENT PLANS
CHAPTER 3 INDIVIDUAL TAXABLE SAVINGS ACCOUNTS BY DAN KOHN35
CHAPTER 4 INDIVIDUAL RETIREMENT ARRANGEMENTS BY JIM DAHLE47
CHAPTER 5 DEFINED BENEFIT EMPLOYER RETIREMENT ACCOUNT BY THEFINANCE BUFF 61
CHAPTER 6 DEFINED CONTRIBUTION PLANS BY DAN KOHN 77
CHAPTER 7 SINGLE-PREMIUM IMMEDIATE ANNUITIES BY DAN SMITH91
PART III MANAGING YOUR RETIREMENT ACCOUNTS
CHAPTER 8 BASIC INVESTING PRINCIPLES BY BOB DAVIS 119
CHAPTER 9 INVESTING FOR RETIREMENT BY DAVID GRABINER AND ALEXFRAKT 135
CHAPTER 10 FUNDING YOUR RETIREMENT ACCOUNTS BY DAVID GRABINERAND IAN FORSYTHE 151
PART IV THE RETIREMENT PAYOFF
CHAPTER 11 UNDERSTANDING SOCIAL SECURITY BY DICKSCHREITMUELLER 169
CHAPTER 12 WITHDRAWAL STRATEGIES BY CAROL TOMKOVICH187
CHAPTER 13 EARLY RETIREMENT BY JEFF MCCOMAS 201
PART V PROTECTING YOUR ASSETS
CHAPTER 14 INCOME REPLACEMENT BY LEE E. MARSHALL 221
CHAPTER 15 HEALTH INSURANCE BY LEE E. MARSHALL 239
CHAPTER 16 ESSENTIALS OF ESTATE PLANNING BY ROBERT A. STERMER255
CHAPTER 17 ESTATE AND GIFT TAXES BY ROBERT A. STERMER273
PART VI FINDING GOOD ADVICE WHEN YOU NEED IT
CHAPTER 18 SEEKING HELP FROM PROFESSIONALS BY DALE C. MALEYAND LAUREN VIGNEC 285
CHAPTER 19 DIVORCE AND OTHER FINANCIAL DISASTERS BY DAVIDRANKINE 303
CHAPTER 20 MEET THE BOGLEHEADS BY TAYLOR LARIMORE AND MELLINDAUER 315
APPENDIX I: PEARLS OF WISDOM 327
APPENDIX II: RECOMMENDED READING 333
GLOSSARY 337
ABOUT THE EDITORS 351
INDEX 355
