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The Bogleheads' Guide to Retirement Planning

  • ID: 2325574
  • October 2009
  • 370 Pages
  • John Wiley and Sons Ltd

The Bogleheads are back-with retirement planning advice for those who need it!

Whatever your current financial situation, you must continue to strive for a viable retirement plan by finding the most effective ways to save, the best accounts to save in, and the right amount to save, as well as understanding how to insure against setbacks and handle the uncertainties of a shaky economy.

Fortunately, the Bogleheads, a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, are here to help. Filled with valuable advice on a wide range of retirement planning issues, including some pearls of wisdom from Bogle himself, The Bogleheads' Guide to Retirement Planning has everything you need to succeed at this endeavor.
- Explains the different types of savings accounts and retirement plans
- Offers insights on managing and funding your retirement accounts
- Details efficient withdrawal strategies that could help you maintain a comfortable retirement lifestyle
- Addresses essential estate planning and gifting issues

With The Bogleheads' Guide to Retirement Planning, you'll discover exactly what it takes to secure your financial future, today.

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Foreword (John C. Bogle).



Part I The Basics.

Chapter 1 The Retirement Planning Process (Thomas L. Romens).

Chapter 2 Understanding Taxes (Norman S. Janoff).

Part II Savings Accounts and Retirement Plans.

Chapter 3 Individual Taxable Savings Accounts (Dan Kohn).

Chapter 4 Individual Retirement Arrangements (Jim Dahle).

Chapter 5 Defined Benefit Employer Retirement Account (The Finance Buff).

Chapter 6 Defined Contribution Plans (Dan Kohn).

Chapter 7 Single-Premium Immediate Annuities (Dan Smith).

Part III Managing Your Retirement Accounts.

Chapter 8 Basic Investing Principles (Bob Davis).

Chapter 9: Investing for Retirement (David Grabiner and Alex Frakt).

Chapter 10 Funding Your Retirement Accounts (David Grabiner and Ian Forsythe).

Part IV The Retirement Payoff.

Chapter 11 Understanding Social Security (Dick Schreitmueller).

Chapter 12 Withdrawal Strategies (Carol Tomkovich).

Chapter 13 Early Retirement (Jeff McComas).

Part V Protecting Your Assets.

Chapter 14 Income Replacement (Lee E. Marshall).

Chapter 15: Health Insurance (Lee E. Marshall).

Chapter 16 Essentials of Estate Planning (Robert A. Stermer).

Chapter 17 Estate and Gift Taxes (Robert A. Stermer).

Part VI Finding Good Advice When You Need It.

Chapter 18 Seeking Help from Professionals (Dale C. Maley and Lauren Vignec).

Chapter 19 Divorce and Other Financial Disasters (David Rankine).

Chapter 20 Meet the Bogleheads (Taylor Larimore and Mel Lindauer).

Appendix I: Pearls of Wisdom.

Appendix II: Recommended Reading.


About the Authors.


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Taylor Larimore has been dubbed by Money magazine as "the Dean of the Vanguard Diehards," and Jack Bogle himself¿calls Taylor "the King of the Bogleheads." Now eighty-five and retired, Larimore regularly spends several hours a day answering questions for free on the Bogleheads.org forum.

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.

Note: Product cover images may vary from those shown
Note: Product cover images may vary from those shown


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