Table of Contents
Foreword by
John c. Bogle xiii
Preface xix
Acknowledgments xxix
Part I The Basics
Chapter 1 The Retirement Planning Process by thomas l. Romens 3
Chapter 2 Understanding Taxes By Norman S. Janoff 21
Part II Savings Accounts and Retirement Plans
Chapter 3 Individual Taxable Savings Accounts By Dan Kohn 35
Chapter 4 Individual Retirement Arrangements By Jim Dahle 47
Chapter 5 Defined Benefit Employer Retirement Account By The Finance Buff 61
Chapter 6 Defined Contribution Plans By Dan Kohn 77
Chapter 7 Single-Premium Immediate Annuities By Dan Smith 91
Part III Managing Your Retirement Accounts
Chapter 8 Basic Investing Principles By Bob Davis 119
Chapter 9 Investing For Retirement By David Grabiner and Alex Frakt 135
Chapter 10 Funding Your Retirement Accounts By David Grabiner and Ian Forsythe 151
Part IV The Retirement Payoff
Chapter 11 Understanding Social Security By Dick Schreitmueller 169
Chapter 12 Withdrawal Strategies By Carol Tomkovich 187
Chapter 13 Early Retirement By Jeff Mccomas 201
Part V Protecting Your Assets
Chapter 14 Income Replacement By Lee E. Marshall 221
Chapter 15 Health Insurance By Lee E. Marshall 239
Chapter 16 Essentials of Estate Planning By Robert A. Stermer 255
Chapter 17 Estate and Gift Taxes By Robert A. STERMER 273
Part VI Finding Good Advice When You Need IT
Chapter 18 Seeking Help From Professionals By Dale C. MALEY and Lauren Vignec 285
Chapter 19 Divorce and Other Financial Disasters By David Rankine 303
Chapter 20 Meet the Bogleheads By Taylor Larimore and Mel Lindauer 315
Appendix I: Pearls of Wisdom 327
Appendix II: Recommended Reading 333
Glossary 337
About The Editors 351
Index 355
