The New Rules of Retirement: Strategies for a Secure Future

339 Pages·2016·1.764 MB·English

by  Carlson, Robert C

The New
Rules of
Retirement

The New
Rules of
Retirement
Strategies for a
Secure Future
Second Edition
Robert C. Carlson
Copyright©2016byRobertC.Carlson.Allrightsreserved.
PublishedbyJohnWiley&Sons,Inc.,Hoboken,NewJersey.
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LibraryofCongressCataloging-in-PublicationData:
Names:Carlson,RobertC.,1957–author.
Title:Thenewrulesofretirement:strategiesforasecurefuture/RobertC.Carlson.
Description:Secondedition.|Hoboken,NewJersey:JohnWiley&Sons,Inc.,
[2016]|Includesindex.
Identifiers:LCCN2015050104(print)|LCCN2016005041(ebook)|
ISBN9781119183556(hardback)|ISBN9781119183532(pdf)|ISBN9781119183495
(epub)
Subjects:LCSH:Retirement–UnitedStates—Planning.|BISAC:BUSINESS&
ECONOMICS/PersonalFinance/RetirementPlanning.
Classification:LCCHQ1063.2.U6C372016(print)|LCCHQ1063.2.U6(ebook)|
DDC332.024/014—dc23
LCrecordavailableathttp://lccn.loc.gov/2015050104
CoverDesign:Wiley
PrintedintheUnitedStatesofAmerica
10987654321
ToElaine,mywifeandbestfriend

CONTENTS
Preface:RetirementHasChanged…Again ix
AbouttheAuthor xvii
Chapter1 TheNewRulesofRetirement 1
Chapter2 StartwithSpending 11
Chapter3 SecuringandMaximizingGuaranteed
LifetimeIncome 29
Chapter4 TappingYourNestEgg 69
Chapter5 ManagingYourNestEgg 84
Chapter6 HandlingtheMedicalExpenseWildCard 100
Chapter7 DealingwiththeCrisisinLong-TermCare 133
Chapter8 ManagingIRAstoLast 166
Chapter9 BewaretheRetirementTaxAmbush 193
Chapter10 HandlingEmployerRetirementPlans 213
Chapter11 TheGrandkidsNeedYourHelpMore
thanEver 231
Chapter12 EstatePlanningIsMorethanTaxes 252
Chapter13 AvoidingFinancialScamsandAbuse 269
Chapter14 ChoosingtheRightRetirementLocation 278
Chapter15 KeystoaSuccessfulRetirement 289
Index 299
vii