Cover image for Your complete guide to a successful and secure retirement
Title:
Your complete guide to a successful and secure retirement
ISBN:
9780857197320
Personal Author:
Publication Information:
Petersfield, Hampshire, Great Britain : Harriman House, 2019.
Physical Description:
xix, 280 pages : illustrations ; 24 cm
Summary:
Investment and personal finance experts Larry Swedroe and Kevin Grogan present comprehensive coverage of important aspects to think about as retirement approaches, including: Social Security, Medicare, investment planning strategy, portfolio maintenance, preparing heirs, retirement issues faced by women, the threat of elder financial abuse, going beyond financials to think about happiness, and more.
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Book 332.024 Swedr
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Book 332.024 Swedr
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Book 332.024 Swedr
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Book 332.024 Swedr
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Summary

Summary

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.


Table of Contents

Wade D. Pfau
Acknowledgmentsp. xiii
Prefacep. xv
Forewordp. xvii
Introductionp. 1
Chapter 1 Retirement Planning Beyond the Financialsp. 11
Chapter 2 The Discovery Processp. 21
Chapter 3 Asset Allocationp. 28
Chapter 4 The Investment Policy Statement and the Care and Maintenance of the Portfoliop. 47
Chapter 5 Monte Carlo Simulationsp. 58
Chapter 6 Investment Strategy Part I: Implementing the Investment Planp. 66
Chapter 7 Investment Strategy Part II: Reducing the Risk of Black Swansp. 78
Chapter 8 IRA and Retirement/Profit Sharing Plansp. 95
Chapter 9 Health Savings Accountsp. 106
Chapter 10 The Asset Location Decisionp. 110
Chapter 11 Spend-Down Strategiesp. 117
Chapter 12 Social Securityp. 128
Chapter 13 Medicarep. 141
Chapter 14 Longevity Risk: The Role of Annuitiesp. 153
Chapter 15 The Role of Insurance: The Management of Riskp. 166
Chapter 16 Reverse Mortgagesp. 180
Chapter 17 Women's Unique Retirement Issuesp. 189
Chapter 18 Estate Planningp. 201
Chapter 19 Preparing Your Heirsp. 211
Chapter 20 The Threat of Elder Financial Abusep. 217
Conclusionp. 235
Appendices
Appendix A Sample Family Profilep. 239
Appendix B Sample Family Mission Statementp. 240
Appendix C The Mathematics of Asset Locationp. 245
Appendix D Should Investors Prefer Dividend-Paying Stocks?p. 250
Appendix E Should You Hire a Financial Advisor?p. 259
Appendix F Implementation: Recommended Mutual Funds and ETFsp. 265
Appendix G Types of Irrevocable Trustsp. 270
Appendix H Recommended Readingp. 272
Indexp. 275
Data Sourcesp. 280