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Retirement Planning Guidebook: Navigating the Important Decisions for Retirement Success (The Retirement Researcher Guide Series) by Wade Pfau PDF
Author: Wade Pfau
Get your finances organized and understand how to get your estate and incapacity planning documents in order, including your will, account titling, beneficiary designations, financial power of attorney, and advance health care directives.
Identify whether there is a role for trusts in your estate plan for reasons related to avoiding probate, controlling how and when assets are disbursed, obtaining creditor protections, or helping to manage estate taxes.
Prepare for the non-financial aspects of retirement, including the need to find purpose and passion, to understand if there is a role for work in retirement, to enhance relationships and social connections, and to maintain an active and healthy lifestyle.
Retirement has an entire vocabulary associated with it. We’ll demystify the 4% rule, sequence-of-return risk, time segmentation and buckets, reverse mortgages, income annuities, variable annuities, fixed index annuities, long-term care insurance, living trusts, irrevocable trusts, budgeting, the funded ratio, Medicare Advantage, Medicare supplements, diversified investment portfolios, Roth conversions, the hazards of the Social Security tax torpedo and increased Medicare premiums, buffer assets, 401(k) plans and IRAs, the rollover decision, distribution options for defined-benefit company pensions, required minimum distributions, qualified charitable distributions, aging in place, cognitive decline, and so much more.
The Retirement Planning Guidebook does not let important matters fall through the cracks. This is a comprehensive look at the key retirement decisions to achieve financial and non-financial success. You will have the foundation to make the most of your retirement years, and I hope you’ll be able to do something great!
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