Acknowledgments

Preface

Foreword by Wade D. Pfau

 

Introduction

Chapter 1. Retirement Planning Beyond the Financials

Chapter 2. The Discovery Process

Chapter 3. Asset Allocation

Chapter 4. The Investment Policy Statement and the Care and Maintenance of the Portfolio

Chapter 5. Monte Carlo Simulations

Chapter 6. Investment Strategy Part I: Implementing the Investment Plan

Chapter 7. Investment Strategy Part II: Reducing the Risk of Black Swans

Chapter 8. IRA and Retirement/Profit Sharing Plans

Chapter 9. Health Savings Accounts

Chapter 10. The Asset Location Decision

Chapter 11. Spend-Down Strategies

Chapter 12. Social Security

Chapter 13. Medicare

Chapter 14. Longevity Risk: The Role of Annuities

Chapter 15. The Role of Insurance: The Management of Risk

Chapter 16. Reverse Mortgages

Chapter 17. Women's Unique Retirement Issues

Chapter 18. Estate Planning

Chapter 19. Preparing Your Heirs

Chapter 20. The Threat of Elder Financial Abuse

Conclusion

 

Appendices

Appendix A. Sample Family Profile

Appendix B. Sample Family Mission Statement

Appendix C. The Mathematics of Asset Location

Appendix D. Should Investors Prefer Dividend-Paying Stocks?

Appendix E. Should You Hire a Financial Advisor?

Appendix F. Implementation: Recommended Mutual Funds and ETFs

Appendix G. Types of Irrevocable Trusts

Appendix H. Recommended Reading

 

Index

Data Sources