Your Complete Guide to a Successful and Secure Retirement
2nd Edition
Published on 23. February 2021
282 pages
978-0-85719-838-9 (ISBN)
Description
Fully revised and updated second edition.
This is your one-stop, definitive resource as you prepare for a secure and comfortable retirement.
Investment and personal finance experts Larry Swedroe and Kevin Grogan present uniquely comprehensive coverage of every important aspect you need to think about as you approach retirement, including:
Social Security, Medicare, investment planning strategy, portfolio maintenance, preparing your heirs, retirement issues faced by women, the threat of elder financial abuse, going beyond financials to think about your happiness, and much more.
These topics are explained with the help of specialists in each subject. And everything is based on the "science of investing" - evidenced with studies from peer-reviewed journals.
Overall, this adds up to a complete retirement guide, packed with the latest and best knowledge. Don't enter your retirement without it.
More details
Persons
Larry E. Swedroe is the chief research officer for Buckingham Strategic Wealth and Buckingham Strategic Partners. Larry holds an MBA in finance and investments from New York University and a bachelor's degree in finance from Baruch College. Larry was among the first authors to publish a book that explained the science of investing in layman's terms, The Only Guide to a Winning Investment Strategy You'll Ever Need. He has since authored nine more books and co-authored seven books on investing and financial planning. His books have been published in seven languages. Larry is a prolific writer and contributes regularly to EvidenceInvestor.com, AdvisorPerspectives.com, and AlphaArchitect.com.
Content
- Intro
- Contents
- Acknowledgments
- Preface
- Foreword by Wade D. Pfau
- Introduction
- Chapter 1: Retirement Planning Beyond the Financials
- Chapter 2: Discovery: Life and Financial
- Chapter 3: Asset Allocation
- Chapter 4: The Investment Policy Statement and the Care and Maintenance of the Portfolio
- Chapter 5: Monte Carlo Simulations
- Chapter 6: Investment Strategy Part I: Implementing the Investment Plan
- Chapter 7: Investment Strategy Part II: Reducing the Risk of Black Swans
- Chapter 8: IRA and Retirement/Profit Sharing Plans
- Chapter 9: Health Savings Accounts
- Chapter 10: The Asset Location Decision
- Chapter 11: Spend Down Strategies
- Chapter 12: Social Security
- Chapter 13: Medicare
- Chapter 14: Longevity Risk: The Role of Annuities
- Chapter 15: The Role of Insurance: The Management of Risk
- Chapter 16: Reverse Mortgages
- Chapter 17: Women's Unique Retirement Issues
- Chapter 18: Estate Planning
- Chapter 19: Preparing Your Heirs
- Chapter 20: The Threat of Elder Financial Abuse
- Conclusion
- Appendices
- Appendix A: LifeMap
- Appendix B: Sample Family Mission Statement
- Appendix C: The Mathematics of Asset Location
- Appendix D: Should Investors Prefer Dividend-Paying Stocks?
- Appendix E: Should You Hire a Financial Advisor?
- Appendix F: Implementation: Recommended Mutual Funds and ETFs
- Appendix G: Types of Irrevocable Trusts
- Appendix H: Recommended Reading
- Data Sources
- Publishing details
