Overview

Determining whether you can retire, whether you should retire, and how to manage this complex task can feel like a daunting journey. Am I Done Yet? will help guide you to your destination, whether that is a quiet life on a palm-studded island, a socially supercharged existence in a downtown condo, an adventurous series of circumnavigations, or a cozy home two blocks from your grandchildren that perpetually smells of freshly baked cookies. Am I Done Yet? explores in plain language both the critical financial elements of a sound retirement plan and the non-monetary considerations surrounding the decision to retire. Topics addressed include: - How to determine whether your investments can provide you with sufficient lifetime income - How to best structure your portfolio to maximize returns and minimize volatility - The role of various asset classes, such as stock, bonds, and real estate inside your retirement portfolio - The impact of Required Minimum Distributions (RMDs) on income tax planning - Whether retirement is an all-or-nothing proposition, or whether part-time work is desirable - The impact your decision to retire may have on your personal relationships - How to best integrate Social Security benefits into your retirement plan - How to create a carefully considered living trust and other elements of an effective estate plan

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9780982935330

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A unique, friendly and easy-to-read primer on how to invest and retire successfully. These concepts are consistent with the academic literature and soundly evidence based. Everyone who cares about their family and financial future should read this book. -Dan Goldie, #1 New York Times bestselling author of The Investment Answer This is absolutely the most helpful book I've read in making decisions about my own retirement. It's easy to read, makes complex issues understandable, and opened my eyes to a whole host of issues I hadn't ever considered. I strongly recommend it for anyone even thinking about retirement. -James Tamm, bestselling author of Radical Collaboration

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