Includes bibliographical references (pages 272-273) and index.
Contents:
Retirement planning beyond the financials -- The discovery process -- Asset allocation -- The investment policy statement and the care and maintenance of the portfolio -- Monte Carlo simulations -- Investment strategy part I: implementing the investment plan -- Investment strategy part II: reducing the risk of black swans -- IRA and retirement/profit sharing plans -- Health savings accounts -- The asset location decision -- Spend-down strategies -- Social security -- Medicare -- Longevity risk: the role of annuities -- The role of insurance: the management of risk -- Reverse mortgages -- Women's unique retirement issues -- Estate planning -- Preparing your heirs -- The threat of elder financial abuse.
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.
This resource is supported by the Institute of Museum and Library Services under the provisions of the Library Services and Technology Act as administered by State Library of Iowa.