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Beschreibung
OVER 60,000 COPIES SOLD

The Retirement Planning Guidebook is a clear, practical retirement planning book for anyone approaching or already in retirement. Retirement planning is fundamentally different from saving during your working years-mistakes are harder to fix, and decisions are often irreversible.

This retirement planning guide helps you make confident choices about income, taxes, health care, and lifestyle-without relying on one-size-fits-all advice.

You'll learn how to:

Identify your retirement income style and choose strategies that fit you

Build reliable retirement income from investments and insurance

Decide when to claim Social Security to maximize lifetime benefits

Navigate Medicare and health insurance, including early retirement

Manage retirement taxes using withdrawals, Roth conversions, and RMD planning

Address housing and long-term care decisions

Organize estate and legacy planning essentials

Prepare for the non-financial side of retirement, including purpose and lifestyle

This book explains key retirement topics-such as the 4% rule, sequence-of-return risk, annuities, Medicare choices, Social Security taxes, IRAs and 401(k)s, and more-in plain English.

The Retirement Planning Guidebook ensures no critical decision falls through the cracks, giving you a trusted framework to retire with clarity, confidence, and control.
OVER 60,000 COPIES SOLD

The Retirement Planning Guidebook is a clear, practical retirement planning book for anyone approaching or already in retirement. Retirement planning is fundamentally different from saving during your working years-mistakes are harder to fix, and decisions are often irreversible.

This retirement planning guide helps you make confident choices about income, taxes, health care, and lifestyle-without relying on one-size-fits-all advice.

You'll learn how to:

Identify your retirement income style and choose strategies that fit you

Build reliable retirement income from investments and insurance

Decide when to claim Social Security to maximize lifetime benefits

Navigate Medicare and health insurance, including early retirement

Manage retirement taxes using withdrawals, Roth conversions, and RMD planning

Address housing and long-term care decisions

Organize estate and legacy planning essentials

Prepare for the non-financial side of retirement, including purpose and lifestyle

This book explains key retirement topics-such as the 4% rule, sequence-of-return risk, annuities, Medicare choices, Social Security taxes, IRAs and 401(k)s, and more-in plain English.

The Retirement Planning Guidebook ensures no critical decision falls through the cracks, giving you a trusted framework to retire with clarity, confidence, and control.
Über den Autor
Wade D. Pfau, PhD, CFA, RICP® is the founder of Retirement Researcher, an educational resource for individuals and financial advisors on topics related to retirement income planning. He is a co-founder of the Retirement Income Style Awareness tool and a co-host of the Retire with Style podcast. He also serves as a principal and the director of retirement research for McLean Asset Management. He also serves as a Research Fellow with the LIMRA Retirement Income Institute. He is a professor of practice at the American College of Financial Services and past director of the Retirement Income Certified Professional® (RICP®) designation program. He holds a doctorate in economics from Princeton University and has published more than sixty peer-reviewed research articles in a wide variety of academic and practitioner journals. He is a contributor to Forbes, Advisor Perspectives, and an Expert Panelist for the Wall Street Journal. Wade is the author of four books in the Retirement Researcher Guide Series.
Details
Erscheinungsjahr: 2026
Fachbereich: Allgemeines
Genre: Importe, Wirtschaft
Rubrik: Recht & Wirtschaft
Medium: Taschenbuch
ISBN-13: 9781945640193
ISBN-10: 1945640197
Sprache: Englisch
Einband: Kartoniert / Broschiert
Autor: Pfau, Wade
Auflage: Third Edition
Hersteller: Retirement Researcher Media
Verantwortliche Person für die EU: Libri GmbH, Europaallee 1, D-36244 Bad Hersfeld, gpsr@libri.de
Maße: 229 x 152 x 21 mm
Von/Mit: Wade Pfau
Erscheinungsdatum: 26.01.2026
Gewicht: 0,563 kg
Artikel-ID: 134509364

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