Rollover: Make Your Retirement Savings Last Longer Than You Do

Rollover: Make Your Retirement Savings Last Longer Than You Do

by Don Wilkinson, David Wilkinson

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Product Details

ISBN-13: 9781635055641
Publisher: North Loop Books
Publication date: 06/13/2017
Pages: 378
Sales rank: 1,288,124
Product dimensions: 6.00(w) x 9.00(h) x (d)

About the Author

For three decades, Don has owned his wealth management firm, DFW & Associates in Newport Beach, CA, specializing in asset management and estate planning for retired individuals

David has 35 years in advertising, PR, journalism and direct marketing. He has owned two newspapers and presently his own marketing communications agency: The Marketing Company.

Table of Contents

Foreword xi

Introduction xiii

Prologue xvii

Part I The Gray-Wave Tsunami Has Arrived 1

76 Million Americans Acquiring a Title They Never Wanted: Senior Citizen

Chapter 1 Defining Boomers: Never Met a Purchase They Didn't Like 3

Coming Up a Dollar Short and a Retirement Uncertain

Chapter 2 The New Old: Reinventing Aging 15

The Vanishing Link: Aging and Retirement

Part II The New Rules of Retirement 31

Big Decisions to Make before You Fly the Nest

Chapter 3 Take Charge 33

If Yon Don't Know Where You Are Going, Any Road Will Take You There

Chapter 4 Taking One of Uncle Sam's Best Deals Ever 49

Move Your Nest Egg into an IRA

Chapter 5 It Gets Even Better: Roll Your Nest Egg Over into a Roth IRA 69

A Sweeter Deal from the Uncle

Chapter 6 Your Extreme Retirement Makeover 89

The Perfect Storm of IRA Opportunity

Part III Then Was Then … Now Is Now 115

Lost in Let's Remember … Never Again a Retirement Like Your Mom and Dad's

Chapter 7 Common Retirement Myths 117

Believe It or Not

Chapter 8 The Retirement Risks You Can't Control 131

Making the Best of It

Chapter 9 The Retirement Risks You Can Control 143

Changing for the Best

Chapter 10 Moving from Accumulation to Distribution 157

Keeping More Than You Spend

Chapter 11 Choose Your Options Carefully 169

Four Roads to Take: The Pros and Cons of Each

Part IV Rollover! 189

IRAs: The Next-Best Thing to Retiring in the First Place

Chapter 12 Get on the Inside Track of Your Retirement Plan 191

Your 12-Step Plan for Retirement

Chapter 13 Challenge the Notion of Retirement by Working 209

"Work Till You Drop."

Chapter 14 Taking Out the Taxman 219

Dodging the Potholes from Uncle Sam

Part V Putting Your Assets in the Right Cookie Jar 231

Successfully Choosing Your Assets Is Half the Battle

Chapter 15 Making the Money Last 233

Plan to Live Smarter

Chapter 16 Making Risk Your Friend 253

The Universe of Investment Choices

Part VI Choosing Your Support Structure 277

Go It Alone or Hire a Staff … and Don't Forget Your Legacy"

Chapter 17 Who's in Charge? 279

The Lone Gunslinger … vs. Signing on a Posse … Plus Don't Forget Your Legacy

Chapter 18 Storing Your Nest Egg for the Next Generation 297

Making Yourself a Legacy

Part VII Your Retirement: Rule It or Ruin It 311

Running the Last Lap to Win

Chapter 19 Steering Clear of Potholes in the Retirement Road 313

Murphy's Law Is Still in Effect

Chapter 20 Rule Your Retirement 325

Focus on Family, Friends, Faith, and Your Fortune

Epilogue 339

Appendices

Appendix A Retirement Planning Worksheets 343

Planning for a Lifetime

Appendix B Longevity Tables 349

How Long Will I Live

Appendix C Boomer Sources 353

Find Your Boomer Experience Online

Appendix D About the Authors 359

Who We Are and Why We Wrote This Book

Books/articles from your authors 360

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