The Bogleheads' Guide to Retirement Planning
by Larimore, Taylor; Lindauer, Mel; Ferri, Richard A.; Dogu, Laura F.; Bogle, John C.-
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Summary
Author Biography
Mel Lindauer, was dubbed "the Prince of the Bogleheads" by Jack Bogle. Together with Taylor Larimore, he initiated and continues to organize the grassroots Bogleheads annual meetings. Lindauer has been quoted in a number of newspapers and magazines and has appeared on CNNfn.
Richard A. Ferri, CFA, is a key member of the growing Bogleheads "braintrust" and founder and CEO of the investment firm, Portfolio Solutions, LLC. He is the author of five books, including The ETF Book: All You Need to Know About Exchange-Traded Funds, also published by Wiley.
Laura F. Dogu, called "the Queen of the Bogleheads," participated as an investment panelist during the Bogleheads meetings the last two years. Dogu is a career Foreign Service Officer with the U.S. Department of State.
Table of Contents
| Foreword | p. xiii |
| Preface | p. xix |
| Acknowledgments | p. xxix |
| The Basics | |
| The Retirement Planning Process | p. 3 |
| Understanding Taxes | p. 21 |
| Savings Accounts and Retirement Plans | |
| Individual Taxable Savings Accounts | p. 35 |
| Individual Retirement Arrangements | p. 47 |
| Defined Benefit Employer Retirement Account by | p. 61 |
| Defined Contribution Plans | p. 77 |
| Single-Premium Immediate Annuities | p. 91 |
| Managing Your Retirement Accounts | |
| Basic Investing Principles | p. 119 |
| Investing for Retirement | p. 135 |
| Funding Your Retirement Accounts | p. 151 |
| The Retirement Payoff | |
| Understanding Social Security | p. 169 |
| Withdrawal Strategies | p. 187 |
| Early Retirement | p. 201 |
| Protecting Your Assets | |
| Income Replacement | p. 221 |
| Health Insurance | p. 239 |
| Essentials of Estate Planning | p. 255 |
| Estate and Gift Taxes | p. 273 |
| Finding Good Advice When You Need It | |
| Seeking Help from Professionals | p. 285 |
| Divorce and Other Financial Disasters | p. 303 |
| Meet the Bogleheads by Taylor Larimore and Mel Lindauer | p. 315 |
| Pearls of Wisdom | p. 327 |
| Recommended Reading | p. 333 |
| Glossary | p. 337 |
| About The Editors | p. 351 |
| Index | p. 355 |
| Table of Contents provided by Ingram. All Rights Reserved. |
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