Bibliograph

Your complete guide to a successful and secure retirement, Larry E. Swedroe and Kevin Grogan

Type

Label

Your complete guide to a successful and secure retirement, Larry E. Swedroe and Kevin Grogan

Language

eng

Bibliography note

Includes bibliographical references (pages 272-273) and index

Illustrations

illustrations

Index

index present

Literary Form

non fiction

Main title

Your complete guide to a successful and secure retirement

Nature of contents

bibliography

Oclc number

1080308290

Responsibility statement

Larry E. Swedroe and Kevin Grogan

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

Table Of 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

resource.variantTitle

Successful & secure retirement

Classification