Description
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The Retirement Planning Guidebook is a clear, practical retirement planning book for anyone approaching or already in retirement. Retirement planning is fundamentally different from saving during your working years-mistakes are harder to fix, and decisions are often irreversible.
This retirement planning guide helps you make confident choices about income, taxes, health care, and lifestyle-without relying on one-size-fits-all advice.
You'll learn how to:
- Identify your retirement income style and choose strategies that fit you
- Build reliable retirement income from investments and insurance
- Decide when to claim Social Security to maximize lifetime benefits
- Navigate Medicare and health insurance, including early retirement
- Manage retirement taxes using withdrawals, Roth conversions, and RMD planning
- Address housing and long-term care decisions
- Organize estate and legacy planning essentials
- Prepare for the non-financial side of retirement, including purpose and lifestyle
This book explains key retirement topics-such as the 4% rule, sequence-of-return risk, annuities, Medicare choices, Social Security taxes, IRAs and 401(k)s, and more-in plain English.
The Retirement Planning Guidebook ensures no critical decision falls through the cracks, giving you a trusted framework to retire with clarity, confidence, and control.
Author: Wade Pfau
Publisher: Retirement Researcher Media
Published: 01/26/2026
Pages: 390
Binding Type: Paperback
Weight: 1.15lbs
Size: 9.00h x 6.00w x 0.80d
ISBN13: 9781945640193
ISBN10: 1945640197
BISAC Categories:
- Business & Economics | Personal Finance | Retirement Planning
- Business & Economics | Finance | Wealth Management
- Business & Economics | Personal Finance | Taxation