The most comprehensive guide to planning for retirement is now completely revised and updated.
It used to be that work ended at age 65 and life slowed to a predictable pace. Not anymore!
From deciding where to live, what to do, when to do it, and more, The New Retirement will help readers plan for and achieve their retirement dreams.
The all-new revisions to this updated edition include:
-more than 30 new recommendations for specific communities to consider for retirement, plus updated home prices and cost-of-living figures for existing communities
-updated financial and tax information
-new niche lifestyles including club living, spa living, communities that are also cities, and moving where there is free land
-an updated travel section
-an expanded section on second homes
Filled with anecdotes and case studies, and organized in a highly effective format with surveys, questionnaires, and worksheets, this comprehensive book covers every aspect of planning an ideal retirement.
About this product: Praise for THE NEW RULES OF RETIREMENT
"As a Wharton graduate, money manager, Chief Financial Officer, and Certified Financial Analyst, I didn't think I needed help in making investment choices and planning for my retirement. I was wrong. I have been a subscriber to Retirement Watch since 1997. I trust Bob Carlson completely and follow his investment, tax, and planning advice personally." --Sandy Kagan, CFA CFO Partner, Tatum Partners
"A clear, practical, and wisely unconventional guide to the new world of retirement." --Humberto Cruz Nationally syndicated financial columnist, Tribune Media Services
"Bob Carlson does a magnificent job preparing readers for the many challenging issues they will face over the next several decades. Retirees can no longer count on generous asset returns and employer-provided defined benefit plans. Bob provides readers with creative approaches for contending with these challenges to help ensure financially and emotionally secure 'freedom years'." --Lawrence E. Kochard, PhD, CFA Chief Investment Officer, Georgetown University
"Bob Carlson shows that three trends--demographics (baby boomers), increasing longevity, and fewer offspring--have changed forever the landscape facing America's retirees. Stereotype retirement based on Social Security and employer pensions is out; making ends meet on your own is in. Better get yourself ready--and you can do so by reading this book." --James C. Miller III Former U.S. Budget Director, Chairman of The CapAnalysis Group, LLC
About this product: More than 5,000 people retire every day--yet there have been no retirement books that are both informative and motivational until now. 101 Secrets for a Great Retirement encourages and inspires retirees to simplify their lives and pursue their dreams. The authors cover all the essential topics, including health, social life, relationships, financial matters, legal issues, and more.
About this product: Good news: there is no need to retire. There is no need to pack up your desk or attend one more retirement party. Why? With the widen gap between the number of workers and demand for talent, employers are looking to keep smart, productive workers in the workplace. The growing talent shortage will allow you to re-negotiate your relationship with work.
The question is how will you make the most of your new career options. By retreating from traditional 9-5 work, or by exploring unconventional ways to stay a part of the workplace? The choice is yours, and Retire Retirement shows you how to think about what you want, and how to get it. In this conversational, optimistic book, you will learn how to negotiate the best work environment for you, how to work with different generations to get the most out of your job, and explore the great opportunities that lie ahead.
This book will help you begin today to create the opportunities that fit your unique needs now and in the years to come!
Information on managing investments, cost of living, and medical care and safety in Costa Rica makes this guide perfect for retirees looking to relocate. In addition, the guide offers useful tips for exploring the beautiful coastal areas, finding entertainment, and dining on delicious Costa Rican specialties.
About this product: When is the right time to retire? Should you relocate, and if so, where? How can you make sure your money will last as long as you do? What kind of lifestyle will best suit your retirement years? Two million Americans reach retirement age each year, and they urgently need reliable information and guidance as they plan for the second half of their lives.
Drawing on the expertise of the authors-who conduct retirement seminars and have traveled extensively investigating places to retire and talking to prospective retirees and those who have taken the plunge-as well as the insights of contributing experts in various fields, Retire Right is designed to be a comprehensive, all-inclusive resource.
- Provides detailed information about particular locales, financial planning and tax considerations, lifelong learning opportunities, leisure and volunteer activities, and working after retirement
- Includes interactive surveys, questionnaires, and worksheets to involve readers in the rewarding process of planning their ideal retirement
- Delves into the psychological issues surrounding retirement
Filled with practical information and advice, anecdotes, resources, and a healthy dose of humor, Retire Right is the one and only guide retirees will ever need.
About this product: IRA's, 401(k)s & Other Retirement Plans, by financial specialists Twila Slesnick and John C. Suttle, is a solid self-help legal look at a critical back-end issue that most of us blissfully ignore until we absolutely must confront it. The authors themselves admit it is not a compelling page-turner, but rather a comprehensive resource that at some point should prove indispensable to everyone with a retirement plan. They describe the various plans available--including Roth IRAs, to which an entire chapter is devoted--focusing on distribution rules, associated taxes, and potential penalties. They offer details on early distributions used to pay higher-education expenses or health-insurance premiums (which are not subject to taxes, under certain explicit conditions), distributions you must take during your lifetime (when they begin, how they're computed, what happens if your beneficiary changes), and distributions made after an account holder dies (largely concentrating on administrative procedures that could help you avoid unnecessary financial loss). Helpful appendices include relevant IRS forms, notices, and schedules as well as life-expectancy tables. --Howard Rothman
When his next-door neighbors in a quaint New England town suddenly pick up and move to a gated retirement community in Florida, Andrew D. Blechman is astonished by their stories. Larger than Manhattan, with a golf course for every day of the month, two downtowns, its own newspaper, radio, and TV stations, The Villages is a city of nearly one hundred thousand (and growing), missing only one thing: children. More than twelve million people will soon live in these communities, and to get to the bottom of the trend, Blechman delves into life in the senior utopia. He offers a hilarious first-hand report on all its peculiarities, from ersatz nostalgia and golf-cart mania to manufactured history and the residents’ surprisingly active sex life, and introduces us to dozens of outrageous characters. Leisureville is also a serious look at a major and underreported trend, only to get bigger as the baby boomers retire. Blechman travels to Arizona to show what has happened after decades of segregation. He investigates the government of these “instant” cities, attends a builder’s conference, speaks with housing experts, and examines the implications of millions of Americans dropping out of society and closing the gates on kids.
About this product: Do You Have Enough To Do In Retirement? Surveys show that 9 out of 10 recent retirees have no idea how they will spend the bulk of their time. It’s no wonder that boredom has become such a major problem in retirement. Maybe you have one or two activities you know you want to do in retirement, like traveling and playing golf. But is that enough? What about in between the trips and the tee times? What do you want to do then? If you don’t fill that time with things you want to do, you can be sure it will fill with things you don’t want to do. At last, there’s a book that shows you how to uncover old interests, dreams and passions and discover new ones. It’s titled How to Find Interesting, Rewarding, Fulfilling, and Fun Things to Do in Retirement by James Stafford. Follow the simple process in the book, and you will develop a list of dozens – maybe hundreds – of things you really want to do in retirement. At the same time, you will also develop guidelines for staying healthy, active, secure, and connected to family and friends.
About this product: For years, financial planners have focused on helping their clients accumulate wealth for retirement. Now, as millions of those boomer clients head into retirement, there is little quality information on how to manage that wealth in retirement. Evensky and Katz, two of the nation's best-known financial planners, asked leading experts to give advisers a toolkit and roadmap to the new landscape. Included are valuable insights and practical approaches for increasing retirement cash flow, withdrawal strategies, longevity insurance, creating portfolios with low volatility, and decision making. Each of the 26 contributors offers fresh research and solutions for forecasting income needs, evaluating client needs, and communicating effectively with clients. Armed with these more effective approaches to distribution and improved methodologies for planning, financial advisers and wealth managers will be able to make their clients? golden years shine ever more brightly.
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