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Holding Details

StatusIn Processing
TitleRetirement planning guidebook : navigating the important decisions for retirement success / Wade D. Pfau, PhD, CFA, RICP.
AuthorPfau, Wade, Ph.D, CFA, RICP author.
Call No332.024 P
CollectionAdult Non-Fiction
Reserve Item


Call NoBarcodeCirc Status
332.024 P18011123489335In Processing

Catalog Details

International Standard Book Number 9781945640094 $29.95
Dewey Decimal Classification Number 332.024
Personal Name Pfau, Wade, Ph.D, CFA, RICP author.
Title Statement Retirement planning guidebook : navigating the important decisions for retirement success / Wade D. Pfau, PhD, CFA, RICP.
Imprint Vienna, Virginia : Retirement Researcher, [2021]
Physical Description xi, 462 pages : illustrations, charts ; 23 cm
Bibliography, Etc. Note Includes bibliographical references and index.
Formatted Contents Note Chapter 1: Retirement Income Styles and Decisions ---- Chapter 2: Retirement Risks ------ Chapter 3: Quantifying Goals and Assessing Preparedness ----- Chapter 4: Sustainable Spending from Investments [Summarizes How Much Can I Spend in Retirement?] ----- Chapter 5: Annuities and Risk Pooling [Summarizes Safety-First Retirement Planning] ---- Chapter 6: Social Security ---- Chapter 7: Medicare and Health Insurance ---- Chapter 8: Long-Term Care Planning ----- Chapter 9: Housing Decisions in Retirement [Summarizes Reverse Mortgages and adds new content] ----- Chapter 10: Tax Planning for Efficient Retirement Distributions ----- Chapter 11: Legacy and Incapacity Planning ----- Chapter 12: The Non-Financial Aspects of Retirement Success ----- Chapter 13: Putting it All Together
Summary, Etc. The Retirement Planning Guidebook helps you navigate through the important decisions to prepare for your best retirement. You will have the detailed knowledge and understanding to make smart retirement decisions ... 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." -- Amazon.com.
Subject Added Entry - Topical Term Retirement Planning.
Subject Added Entry - Topical Term Investments.
Subject Added Entry - Topical Term Retirement income Planning.
Series Added Entry-Uniform Title Retirement Researcher’s guide series.

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