Your Complete Guide to a Successful and Secure Retirement - Larry Swedroe

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Résumé :
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.

Biographie:
Larry E. Swedroe is director of research for Buckingham Strategic Wealth and The BAM ALLIANCE. He holds an MBA in finance and investment 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 seven more books and co-authored eight others. Larry is a prolific writer and contributes to multiple national outlets, including ETF.com.

Sommaire:
Acknowledgments
Preface
Foreword by Wade D. Pfau

Introduction
Chapter 1. Retirement Planning Beyond the Financials
Chapter 2. The Discovery Process
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. Sample Family Profile
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

Index
Data Sources