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The Bogleheads' Guide to Retirement Planning Taylor Larimore

The Bogleheads' Guide to Retirement Planning By Taylor Larimore

The Bogleheads' Guide to Retirement Planning by Taylor Larimore


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Summary

Whatever your current financial situation, you must continue to strive for a viable retirement plan by finding the most effective ways to save, the best accounts to save in, and the right amount to save, as well as understanding how to insure against setbacks and handle the uncertainties of a shaky economy.

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The Bogleheads' Guide to Retirement Planning Summary

The Bogleheads' Guide to Retirement Planning by Taylor Larimore

The Bogleheads are back-with retirement planning advice for those who need it! Whatever your current financial situation, you must continue to strive for a viable retirement plan by finding the most effective ways to save, the best accounts to save in, and the right amount to save, as well as understanding how to insure against setbacks and handle the uncertainties of a shaky economy. Fortunately, the Bogleheads, a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, are here to help. Filled with valuable advice on a wide range of retirement planning issues, including some pearls of wisdom from Bogle himself, The Bogleheads' Guide to Retirement Planning has everything you need to succeed at this endeavor. * Explains the different types of savings accounts and retirement plans * Offers insights on managing and funding your retirement accounts * Details efficient withdrawal strategies that could help you maintain a comfortable retirement lifestyle * Addresses essential estate planning and gifting issues With The Bogleheads' Guide to Retirement Planning, you'll discover exactly what it takes to secure your financial future, today.

About Taylor Larimore

TAYLOR LARIMORE has been dubbed by Money magazine as the Dean of the Vanguard Diehards, and Jack Bogle himself calls Taylor the King of the Bogleheads. Now eighty-six and retired, Larimore regularly spends several hours a day answering questions for free on the Bogleheads.org forum. MEL LINDAUER was dubbed the Prince of the Bogleheads by Jack Bogle. Together with Taylor Larimore, he initiated and continues to organize the grassroots Bogleheads annual meetings. Lindauer has been quoted in a number of newspapers and magazines and has appeared on CNNfn. RICHARD A. FERRI, CFA, is a key member of the growing Bogleheads brain trust and founder and CEO of the investment firm, Portfolio Solutions, LLC. He is the author of seven books, including The ETF Book: All You Need to Know About Exchange-Traded Funds and The Power of Passive Investing, both published by Wiley. LAURA F. DOGU, called the Queen of the Bogleheads, participated as an investment panelist during the Bogleheads meetings for the last four years. Dogu is a career Foreign Service Officer with the U.S. Department of State.

Table of Contents

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. ROMENS 3 CHAPTER 2 UNDERSTANDING TAXES BY NORMAN S. JANOFF 21 PART II SAVINGS ACCOUNTS AND RETIREMENT PLANS CHAPTER 3 INDIVIDUAL TAXABLE SAVINGS ACCOUNTS BY DAN KOHN 35 CHAPTER 4 INDIVIDUAL RETIREMENT ARRANGEMENTS BY JIM DAHLE 47 CHAPTER 5 DEFINED BENEFIT EMPLOYER RETIREMENT ACCOUNT BY THE FINANCE BUFF 61 CHAPTER 6 DEFINED CONTRIBUTION PLANS BY DAN KOHN 77 CHAPTER 7 SINGLE-PREMIUM IMMEDIATE ANNUITIES BY DAN SMITH 91 PART III MANAGING YOUR RETIREMENT ACCOUNTS CHAPTER 8 BASIC INVESTING PRINCIPLES BY BOB DAVIS 119 CHAPTER 9 INVESTING FOR RETIREMENT BY DAVID GRABINER AND ALEX FRAKT 135 CHAPTER 10 FUNDING YOUR RETIREMENT ACCOUNTS BY DAVID GRABINER AND IAN FORSYTHE 151 PART IV THE RETIREMENT PAYOFF CHAPTER 11 UNDERSTANDING SOCIAL SECURITY BY DICK SCHREITMUELLER 169 CHAPTER 12 WITHDRAWAL STRATEGIES BY CAROL TOMKOVICH 187 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. STERMER 255 CHAPTER 17 ESTATE AND GIFT TAXES BY ROBERT A. STERMER 273 PART VI FINDING GOOD ADVICE WHEN YOU NEED IT CHAPTER 18 SEEKING HELP FROM PROFESSIONALS BY DALE C. MALEY AND LAUREN VIGNEC 285 CHAPTER 19 DIVORCE AND OTHER FINANCIAL DISASTERS BY DAVID RANKINE 303 CHAPTER 20 MEET THE BOGLEHEADS BY TAYLOR LARIMORE AND MEL LINDAUER 315 APPENDIX I: PEARLS OF WISDOM 327 APPENDIX II: RECOMMENDED READING 333 GLOSSARY 337 ABOUT THE EDITORS 351 INDEX 355

Additional information

CIN0470919019G
9780470919019
0470919019
The Bogleheads' Guide to Retirement Planning by Taylor Larimore
Used - Good
Paperback
John Wiley & Sons Inc
20110318
400
N/A
Book picture is for illustrative purposes only, actual binding, cover or edition may vary.
This is a used book - there is no escaping the fact it has been read by someone else and it will show signs of wear and previous use. Overall we expect it to be in good condition, but if you are not entirely satisfied please get in touch with us

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