Retirement Planning Guidebook : Navigating the Important Decisions for Retirement Success by Wade Pfau (2023, Trade Paperback)

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About this product

Product Identifiers

PublisherRetirement Researcher Media
ISBN-101945640154
ISBN-139781945640155
eBay Product ID (ePID)21059036328

Product Key Features

Educational LevelAdult & Further Education
Publication NameRetirement Planning Guidebook : Navigating the Important Decisions for Retirement Success
LanguageEnglish
Publication Year2023
SubjectGeneral, Personal Finance / General
TypeTextbook
Subject AreaRéférence, Business & Economics
AuthorWade Pfau
FormatTrade Paperback

Dimensions

Item Length9 in
Item Width6 in

Additional Product Features

Edition Number2
Intended AudienceAdult Education
SynopsisThe Retirement Planning Guidebook is designed to help readers navigate the key financial and non-financial decisions necessary for a successful retirement. Readers will understand the different retirement income styles and the different risks that retirees must manage, and the retirement income tools used with different retirement styles and risks. This includes investment-based approaches and insurance-based approaches such as annuities. Readers will also be provided with a framework to assess their retirement preparedness by comparing the value of retirement assets and liabilities. Additional chapters then dig deeper into other important aspects for a retirement income plan, including how to develop a strategy for claiming Social Security benefits, how to make decisions related to Medicare and other health insurance, how to structure a plan for managing long-term care needs, and how to choose retirement housing and incorporate housing wealth into the plan. This is followed by a deeper investigation of tax issues and how to structure retirement income to create the most tax-efficiency during life and for beneficiaries. With legacy planning, I also explore how to get your finances organized for incapacity and death. The focus then shifts to the nonfinancial aspects of a successful retirement, including the need to find purpose and passion, to understand if there is a role for work in retirement, to enhance relationships and social connections, and to maintain an active and healthy lifestyle. The book includes detailed action plans for decision making. The final chapter fits these pieces together into an integrated series of steps to achieve financial and non-financial success in retirement. Readers will come away with the detailed knowledge and planning steps needed to make the most of their retirement years.

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  • Good value.

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    Verified purchase: YesCondition: Pre-owned