The buckets of money retirement solution : the ultimate guide to income for life

The buckets of money retirement solution The ultimate guide to income for life

Raymond J. Lucia

Book - 2010

"A proven way to protect your nest egg and financially prepare for retirement. Many people head into retirement assuming they will have enough money to live on for the rest of their lives. But when issues such economic disaster come into play, their financial cushion can become so thin that they may have to cut back drastically on their standard of living or go back to work just to survive. Don't let this happen to you! It's time to discard outdated financial strategies and get new ones"--Provided by publisher.

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Subjects
Retirement income > Planning.
Finance, Personal.
Published
Hoboken, N.J. : Wiley c2010.
Language
English
Main Author
Raymond J. Lucia (-)
Other Authors
Dale Fetherling, 1941- (-)
Physical Description
xxv, 211 p. : ill. ; 24 cm
Bibliography
Includes bibliographical references and index.
ISBN
9780470581575
  • Foreword
  • Acknowledgments
  • Introduction
  • Part I. Regain Your Balance
  • Chapter 1. Adapt to the Changing Landscape
  • The End of Easy
  • The Lessons
  • A Final Word
  • Chapter 2. Prepare for Whatever the Future Holds
  • Rebuild Your Savings
  • Rethink Your Retirement Years
  • Retool Your Retirement Savings Plans
  • Reinvent Your Strategy
  • A Final Word
  • Part II. Forge a New Plan
  • Chapter 3. Grasp the Buckets of Money Concept
  • Put Time on Your Side
  • Other Risks
  • Wall Street's Answer
  • Flawed Analyses
  • Main Street's Myopia
  • "Reverse Dollar-Cost Averaging"
  • Proper Allocation
  • Proper Location
  • A Final Word
  • Chapter 4. Choose the Proper Investments
  • Bucket 1: The Income Bucket
  • Bucket 2: The Relative Safety Bucket, Mid-Term Investments
  • Bucket 3: The Growth Bucket, Long-Term Investments
  • A Final Word
  • Chapter 5. Execute the Buckets of Money Strategy
  • First, Check Goals
  • Art and Science
  • Filling the Buckets
  • Bucket 1
  • Bucket 3A
  • Planning for Inflation
  • Bucket 3B
  • The Bottom Line
  • The Fate of the Heirs
  • Another Scenario
  • How Much Risk?
  • How to Allocate
  • The Importance of Bucketizing Now
  • A Final Word
  • Part III. Refine the Plan
  • Chapter 6. Take Another Look at Annuities
  • What's an Annuity?
  • Predicting the Future
  • Good Evidence
  • What Academia Says
  • Recovery Strategy
  • Risks and Opportunities
  • A Final Word
  • Chapter 7. See What Reits Can Do for You
  • What Exactly is a Reit?
  • Combining the Best Features
  • Public versus Nontraded Reits
  • Another Advantage
  • The Lowdown on Loads
  • Are All Reits Low-Leveraged?
  • What Kinds of Properties Are Best?
  • Differs from Homes
  • The Role of Reits in a Portfolio
  • What Should You Look For?
  • Getting Help
  • My Personal Bias
  • A Final Word
  • Chapter 8. Play it Smart When it Comes to Personally Owned Real Estate
  • Your Home and Your Future
  • Buying Other Real Estate
  • A Final Word
  • Chapter 9. Give Uncle Sam His Fair Share-But No More
  • Tax-Free Municipal Bonds
  • Tax Management of Stock Portfolios
  • Real Estate
  • Roth Conversion
  • Incorporating Your Business
  • Tax-Credit Investing
  • Choosing Smart Location of Assets
  • A Final Word
  • Part IV. Live Happily Ever After
  • Chapter 10. Craft a Workable Withdrawal Strategy
  • Beware of Averages
  • Pitfalls Abound
  • Getting Set Up
  • Drawing Down Your Total Retirement Resources
  • Keeping Taxes Low
  • A Few More Thoughts about Stocks
  • A Final Word
  • Epilogue: Keep Your Eye on Enjoyment
  • About the Authors
  • Recommended Resources
  • Index

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