ISBN-10:
1119183553
ISBN-13:
9781119183556
Pub. Date:
04/25/2016
Publisher:
Wiley
The New Rules of Retirement: Strategies for a Secure Future / Edition 2

The New Rules of Retirement: Strategies for a Secure Future / Edition 2

by Robert C. Carlson

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Product Details

ISBN-13: 9781119183556
Publisher: Wiley
Publication date: 04/25/2016
Pages: 336
Sales rank: 220,138
Product dimensions: 6.00(w) x 9.10(h) x 1.30(d)

About the Author

ROBERT C. CARLSON is the editor of the monthly newsletter and website Retirement Watch, and managing member of Carlson Wealth Advisors, LLC. He is also chairman of the board of trustees of the Fairfax County Employees' Retirement System.

Table of Contents

Preface: Retirement Has Changed…Again ix

About the Author xvii

Chapter 1 The New Rules of Retirement 1

Chapter 2 Start with Spending 11

Chapter 3 Securing and Maximizing Guaranteed Lifetime Income 29

Chapter 4 Tapping Your Nest Egg 69

Chapter 5 Managing Your Nest Egg 84

Chapter 6 Handling the Medical Expense Wild Card 100

Chapter 7 Dealing with the Crisis in Long-Term Care 133

Chapter 8 Managing IRAs to Last 166

Chapter 9 Beware the Retirement Tax Ambush 193

Chapter 10 Handling Employer Retirement Plans 213

Chapter 11 The Grandkids Need Your Help More than Ever 231

Chapter 12 Estate Planning Is More than Taxes 252

Chapter 13 Avoiding Financial Scams and Abuse 269

Chapter 14 Choosing the Right Retirement Location 278

Chapter 15 Keys to a Successful Retirement 289

Index 299

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The New Rules of Retirement: Strategies for a Secure Future 4 out of 5 based on 0 ratings. 1 reviews.
Anonymous More than 1 year ago
This is a great primer on retirement planning. It covers many issues beyond financial aspects.