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Index
Also by Larry E. Swedroe and Kevin Grogan
Also by Larry E. Swedroe
Praise for Your Complete Guide to a Successful and Secure Retirement
Contents
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 10: 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
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 I: Nondeductible Traditional IRA Contributions
Appendix I: Recommended Reading
Data Sources
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