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Don't Go Broke in Retirement: A Simple Plan to Build Lifetime Retirement Income - Paperback | Diverse Reads

Don't Go Broke in Retirement: A Simple Plan to Build Lifetime Retirement Income

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Make Smart Choices with Your Social Security and Savings!

Are you thinking about retiring soon, or have you recently retired? Don't Go Broke in Retirement, the latest in a series of acclaimed books by trusted retirement expert Steve Vernon, gets right to the point and shares an easy-to-follow, three-step plan that helps you answer these critical questions:

  • Have you saved enough money to retire?
  • When should you start your Social Security benefits?
  • What's the best way to build lifetime income that's protected from financial crises?
  • What living expenses should you reduce to make retirement more affordable?

Based on the "Spend Safely in Retirement Strategy," the plan was developed from new research by the Stanford Center on Longevity and the Society of Actuaries. Learn why this strategy has garnered national attention and discover how the recent financial turmoil successfully stress-tested this plan, proving its effectiveness for managing retirement funds.

Don't Go Broke in Retirement provides the information and tools you need to generate the most retirement income from your Social Security benefits and retirement savings, including:

  • A simple, step-by-step checklist to help you put your plans into action
  • Modifications to personalize the strategy for your goals and circumstances
  • Access to bonus chapters to help you apply the strategies outlined in the book, including investing in retirement, navigating tax rules, and finding professional help with retirement funding strategies
  • A list of helpful resources and research to learn more

Don't worry about your retirement! Instead, develop solid financial strategies so you can confidently enjoy your retirement years.

ISBN-13: 9780985384661

Media Type: Paperback

Publisher: Rest-of-Life Communications

Publication Date: 08-18-2020

Pages: 184

Product Dimensions: 5.50(w) x 8.50(h) x 0.39(d)

For more than 40 years, Steve Vernon, FSA, has analyzed, researched, and communicated about the most difficult retirement topics, including finances, health and lifestyle. He worked in the private sector for 30 years as a consulting actuary with Watson Wyatt and Mercer, helping Fortune 1000 employers manage and communicate their retirement programs. During that time, he worked on the front lines of the extraordinary shift that's taken place in retirement plans, as employers switched from traditional, defined benefit pension plans to 401(k) and other defined contribution plans. Steve has served for more than seven years in his encore career as a research scholar at the Stanford Center on Longevity. Steve is also president of Rest-of-Life Communications, a company he founded that delivers retirement planning workshops and conducts retirement education campaigns. He has never sold insurance, annuities or investments, which enables him to be unbiased in his writing and recommendations. Steve writes a regular column for Forbes.com where he addresses the critical topics facing people in retirement. A Fellow in the Society of Actuaries, Steve graduated summa cum laude from the University of California, Irvine, with a double major in mathematics and social science. Steve lives in Oxnard, California, with his wife, Melinda, where they're following the advice from his books for their own retirement and rest-of-life. For more information, visit www.restoflife.com.

Table of Contents

Introduction

SECTION 1: The Basics

1. Introducing the Spend Safely in Retirement Strategy

2. Take Your Social Security to the Max!

3. Use Your Savings to Generate Lifetime Retirement Income

4. Invest Carefully for Growth

SECTION 2: Refinements and Adjustments to Personalize the Strategy

5. If You Want Additional Retirement Paychecks

6. If You Expect Uneven Living Expenses During Retirement

7. If You'll Work Awhile in Retirement

8. If You'd Like to Consider Alternative Retirement Income Generators

9. If You're in Poor Health

10. If You Want to Help Your Children or Give to Charity

SECTION 3: Advanced Study to Further Your Understanding

11. Tax Considerations

12. Examples of the Spend Safely in Retirement Strategy

13. The Power of Delaying Retirement

SECTION 4: Resources

The Spend Safely in Retirement Strategy Action Step Checklist

Helpful Resources

Acknowledgments

Index

About the Author