Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
The Bogleheads are writing another book!
Old 08-22-2008, 02:30 PM   #1
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
 
Join Date: Jul 2003
Location: Kansas City
Posts: 7,408
The Bogleheads are writing another book!

About a guide to retirement. Let me point out I never read their first book but it got good reviews and I assume they will bring their usual standard of excellence to the new effort.

But in keeping with my recent 'don't read books mantra' - what do they need to stand out from the crowd? - given the ocean of retirement books/studies/articles flooding the media now that the front edge of baby boomers are getting there. aka feed the ducks.

I guess we can't smack em on the wrists with a ruler and make go stand in the corner like grade school when they don't keep their nest egg's at 25 times expenses!

heh heh heh -
__________________

__________________
unclemick is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 08-22-2008, 04:09 PM   #2
Administrator
W2R's Avatar
 
Join Date: Jan 2007
Location: New Orleans
Posts: 38,887
Super! If it's as good as the last one, I think it will be well worth reading. I should wander on over there and see what if any clues concerning details of its content I can find.
__________________

__________________
Already we are boldly launched upon the deep; but soon we shall be lost in its unshored, harbourless immensities.

- - H. Melville, 1851
W2R is online now   Reply With Quote
Old 08-24-2008, 07:19 AM   #3
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Midpack's Avatar
 
Join Date: Jan 2008
Location: Chicagoland
Posts: 11,974
They're getting a lot of suggestions, but:
Quote:
PRELIMINARY OUTLINE:

The Bogleheads’ Guide to Retirement Planning By “The Bogleheads”

Foreword: Jack Bogle

Introduction: Written by the Editorial Committee Members

Chapter 1: Meet the Bogleheads –by Taylor Larimore and Mel Lindauer


SECTION ONE – IT’S NEVER TOO EARLY TO START PLANNING

Chapter 2: Facts about Future Retirement
Overview of the state of retirement in the US
Government statistics on saving
Studies of retirement shortfalls
When Will You Be Able to Afford Retirement?

Chapter 3 Retirement planning process
Overview of the retirement planning process
How to start a retirement plan
Budgeting for retirement savings
The time value of money and other important concepts

Chapter 4 Social Security
Facts about the state of Social Security
Where Social Security dollars go
Minimum age, full retirement age, and mandatory payment
When is the ideal time to start collecting?


SECTION TWO – TYPES OF SAVINGS ACCOUNTS

Chapter 5 IRS Qualified Personal Retirement Accounts (non-taxable)
Personal IRA Accounts
IRA Rollovers
Roth IRAs
Personal 401k

Chapter 6 Personal Savings Accounts (taxable)
Personal accounts
Joint accounts
Trust accounts
Family LLC accounts

Chapter 7 Employee accounts (Defined Benefit plans)
The status and funding of DB plans in America
Who owns the money in a DB plan?
Who directs the investment in DB plans?
What happens when you change employers?

Chapter 8 Employee accounts (Defined Contribution plans)
401(k) plans
403(b) plans
529 plans
Roth 401k plans and others

Chapter 9 Fixed and Variable Annuities
Immediate and deferred annuities
Fixed and variable annuities
Annuitizing a contract
How safe are annuities?


SECTION THREE – INVESTMENT CONSIDERATIONS

Chapter 10 Basic Investment Principles
Diversification
Rebalancing
Low cost
Tax management

Chapter 11 Investing for Retirement
Life cycle investing
Taxable verses non-taxable accounts
Behavioral finance and saving for retirement
Real estate and other assets as part of your retirement nest egg

Chapter 12 Investing in Retirement
Distribution rules, alternatives, and taxation
Lump sum distributions from retirement plans
Income generating investments
Annuity options

Chapter 13 Investing for College
College Savings Plans
529 Plans
UGMA Accounts
Investing CRTs and CITs


SECTION FOUR – PROTECTING YOUR ASSETS WITH INSURANCE

Chapter 14: Life insurance
As a wealth accumulation substitute
As a replacement for estate tax
Types of policies
Fees and expenses

Chapter 15 Health insurance
Personal policies for individuals and self-employed
Employer policies (group medical)
Medicare and Medicaid
Supplemental policies for retirees

Chapter 16 Long-term Care insurance
Benefits and disadvantages
Who should buy and when
Things to look for and look-out for
Self-insuring long-term care

Chapter 17 Property and casualty insurance
Disability insurance
Home insurance
Auto insurance
Other insurance
Chapter 18 Personal liability insurance Who needs it?
How much do you need?
Understanding the policies
Where to shop


SECTION FIVE – ESTATE PLANNING CONSIDERATIONS

Chapter 19: Essential Estate Planning
Current status of estate law
Characteristics and consequences of property titling
Methods of property transfer at death
Probate
Avoiding probate

Chapter 20: Estate planning documents
List of assets and insurance
Wills, Powers of Attorney (also see Incapacity Planning)
Trusts (types, owners, beneficiaries)
Business Buy-sell agreements

Chapter 21 Estate Taxes
Estate tax compliance and tax calculation
Estate tax filing requirements
Defining what goes in the gross estate
Sources for estate liquidity for taxes

Chapter 22 Gifting
Gifting Appreciated property
Annual exclusion and Applicable credit amount
Tax implications and filing requirement
Generation-skipping transfer tax (GSTT)

Chapter 23 Incapacity Planning
Powers of attorney; health care; asset management
General or limited powers
Advance medical directives (e.g. living wills)
Guardianship and conservatorship


SECTION SIX

Chapter 24 Seeking help from professionals

Understanding professional acronyms
Understanding how professionals are paid
Questions to ask during an interview
Knowing when to take the advice or walk way

Chapter 25: Pearls of Wisdom from the Bogleheads
Pearls from experienced retirees
Pearls from the newly retired
Pearls from those still working and accumulating
Pearls from young Bogleheads

APPENDIX
Investment Gems
Book Recommendations
Website Recommendations
__________________
No one agrees with other people's opinions; they merely agree with their own opinions -- expressed by somebody else. Sydney Tremayne
Retired Jun 2011 at age 57

Target AA: 60% equity funds / 35% bond funds / 5% cash
Target WR: Approx 2.5% Approx 20% SI (secure income, SS only)
Midpack is online now   Reply With Quote
Old 08-24-2008, 09:02 AM   #4
Administrator
W2R's Avatar
 
Join Date: Jan 2007
Location: New Orleans
Posts: 38,887
Thanks for the outline!!

After reading it, I think I will skip this book for now. It is a little late for me to start planning for ER, since I plan to retire next year. The section on investment considerations looks interesting. The remainder of the book will be more helpful to me after my move away from New Orleans (back to the U.S.A.? ) in 2010.

Still, it looks like another really good book!
__________________
Already we are boldly launched upon the deep; but soon we shall be lost in its unshored, harbourless immensities.

- - H. Melville, 1851
W2R is online now   Reply With Quote
Old 08-24-2008, 11:21 AM   #5
Moderator Emeritus
Nords's Avatar
 
Join Date: Dec 2002
Location: Oahu
Posts: 26,617
Quote:
Originally Posted by unclemick View Post
But in keeping with my recent 'don't read books mantra' - what do they need to stand out from the crowd? - given the ocean of retirement books/studies/articles flooding the media now that the front edge of baby boomers are getting there. aka feed the ducks.
I'm happy to read anything written by Taylor Larimore, but it's kinda hard to tell who's actually writing this book.

Anyone have a link?
__________________
*
*

The book written on E-R.org, "The Military Guide to Financial Independence and Retirement", on sale now! For more info see "About Me" in my profile.
I don't spend much time here anymore, so please send me a PM. Thanks.
Nords is offline   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
Bogleheads: Closet FIRE'es? DblDoc FIRE and Money 17 08-10-2008 09:20 AM
Twin City Bogleheads? Marquette Young Dreamers 8 07-17-2008 10:52 AM
New replies while you were writing - Missing. Sam Forum Admin 3 06-15-2007 09:54 AM
Four Pillars and Bogleheads' Guide Jeb-NY FIRE and Money 3 01-04-2006 03:34 PM
Uncovered Option Writing Beachbumz FIRE and Money 4 05-24-2005 12:08 AM

 

 
All times are GMT -6. The time now is 07:19 PM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2017, vBulletin Solutions, Inc.