The Bogleheads' Guide to Retirement Planning [NOOK Book]

Overview

"Meet the wisest and most generous crowd on Wall Street: the Bogleheads. The Internet's worst-kept secret is now well out in the open; for the best in online investment education and advice, you can't beat www.bogleheads.org. Wisdom of crowds, indeed: a thread for almost every need, an expert contributor for every subject. Now, for the first time between these covers, the Bogleheads assemble their formidable collective expertise on retirement planning. Savor, enjoy, and learn."—William J. Bernstein, author of The Investor's Manifesto: Preparing
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The Bogleheads' Guide to Retirement Planning

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Overview

"Meet the wisest and most generous crowd on Wall Street: the Bogleheads. The Internet's worst-kept secret is now well out in the open; for the best in online investment education and advice, you can't beat www.bogleheads.org. Wisdom of crowds, indeed: a thread for almost every need, an expert contributor for every subject. Now, for the first time between these covers, the Bogleheads assemble their formidable collective expertise on retirement planning. Savor, enjoy, and learn."—William J. Bernstein, author of The Investor's Manifesto: Preparing for Prosperity, Armageddon, and Everything in Between

"The Bogleheads' Guide to Retirement Planning delivers the power of the community. Each chapter may have its own author, yet all have been molded by the remarkable Bogleheads community, resulting in a wonderful book that offers readers a slew of practical suggestions and a hefty serving of carefully calibrated advice."—Jonathan Clements, author of The Little Book of Main Street Money

"The Bogleheads have done it again! The web's savviest and most caring investment consortium has gathered all the information you'll need to plot a safe and sane course toward retirement. Their camaraderie, kindness, and commonsense wisdom will steel you to 'stay the course' and realize your retirement dreams. With the Bogleheads, asking the audience is always the best solution."—Don Phillips, Managing Director, Morningstar

"This book pilots the reader around the shoals of retirement planning, including tricky issues such as social security, health insurance, divorce, and finding proper financial advice. This not-for-profit collaborative enterprise answers recurrent questions raised by members of the Bogleheads online forum with clarity, wisdom, and humor. It exposes fallacies, suggests alternatives, and reassures the thorough planner. It is a welcome contribution to a world where unrestrained greed and complex financial arrangements have capsized many. I keep referring back to it."—Ed Tower, Professor of Economics, Duke University

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Product Details

  • ISBN-13: 9780470552865
  • Publisher: Wiley
  • Publication date: 9/24/2009
  • Sold by: Barnes & Noble
  • Format: eBook
  • Edition number: 1
  • Pages: 386
  • Sales rank: 207,554
  • File size: 2 MB

Meet the Author

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.

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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

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Customer Reviews

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Sort by: Showing 1 – 10 of 9 Customer Reviews
  • Posted December 6, 2009

    I Also Recommend:

    Can't Get Enough of Those Bogleheads!

    Believe it or not, the Bogleheads have done it again! Only a few short years after the publication of their wildly successful bestseller, 'The Bogleheads' Guide to Investing,' America's number-one, financial brain trust has released another ingenious set of financial rules to live by. 'The Bogleheads' Guide to Retirement Planning' has all the information you'll ever need to know about maintaining the health of your portfolio amidst present and future financial storms. 'The Bogleheads' Guide is a must-read for anyone whose goal is to have his/her nest egg intact when he/she reaches retirement age.

    The book is written by real investors who manage their wealth according to the investment philosophy of financial rainmaker, John C. Bogle (founder and former CEO of the Pennsylvania based Vanguard Group, a wealth management company with over 1 trillion dollars in assets). Bogleheads live their financial lives according to what their guru has termed the 'Twelve Pillars of Wisdom'-tried and true principles for increasing investment profitability over the long haul. Some of these principles are: selecting low-cost mutual funds, carefully considering the added costs of obtaining financial advice from so-called professionals, being careful not to overrate past fund performance, using past performance to determine consistency and risk, being wary of "star" mutual fund managers, being wary of asset size, being careful not to acquire more funds than you can personally manage and holding onto your fund portfolio despite potentially upsetting swings in the market due to cyclicality.

    The Bogleheads offer a uniquely agenda-free alternative in a market that has become increasingly bloated with get-rich-quick schemes and advice from trendy financial know-it-alls like Jim Cramer, Dave Ramsey, et al. The Bogleheads' sole desire is share some of what they've learned about investing and the success it has brought them with others. As a previous reviewer noted, all royalties generated by the sale of this book are donated to the National Constitution Center in Philadelphia, where John C. Bogle serves on the Board of Trustees.

    This guide promises to help readers grow their personal wealth in a steady, financially responsible manner and it goes a long way toward reinventing the idea of investing as a long-term process with measured payoffs worthy of investor confidence.

    Two other books on wealth management and retirement planning that I found to be useful as I planned for my own retirement are John E. Girouard's 'The Ten Truths of Wealth Creation' and Thomas C. Scott's 'Fasten Your Financial Seatbelt: What A Fatal Plane Crash Taught Me About Retirement Planning.' Both books are written by owners of independent wealth management firms each of whom have 25+ years in the financial services industry. Both books are intelligently written, straightforward, enlightening and can be purchased for relatively cheap.

    7 out of 7 people found this review helpful.

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