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Can I Retire?

Can I Retire

There are two questions that I’ve been asked over and over since I started writing this blog:

  1. How much money will I need to retire?
  2. How should I manage my retirement portfolio to minimize the risk of outliving your money?

My new book Can I Retire? Managing a Retirement Portfolio Explained in 100 Pages or Less (available here on Amazon) was written to address those questions directly.

What Makes This Book Unique?

How does this book hope to be better than, for example, The Bogleheads’ Guide to Retirement Planning or Jim Otar’s Unveiling the Retirement Myth?

It doesn’t. It’s not better. It’s shorter.

As the latest addition to the “…in 100 Pages or Less” series, Can I Retire? is written for the person who might not be able to find the time to read Otar’s entire 525-page book or the 370-page Bogleheads’ Guide.

If you’re considering reading a more in-depth guide to retirement planning, I wholeheartedly encourage you to do so. (Both of the above-mentioned books are excellent!) But if there’s a good chance that, if you were to buy one of those other books, it would sit unread on your coffee table or bookshelf, then this book is written for you.

Click here to see the book on Amazon

Table of Contents

Introduction: Time to Make a Plan

Part One: How Much Money Will I Need to Retire?

1. How Much Income Will You Need?
2. Safe Withdrawal Rates: The 4% “Rule”
3. What if 4% Isn’t Enough?
4. Retirement Planning with Annuities

Part Two: Retirement Portfolio Management

5. Index funds and ETFs vs. Active Funds
6. 401(k) Rollovers
7. Asset Allocation in Retirement
8. Managing Your Long-Term “Bucket”

Part Three: Tax Planning in Retirement

9. Roth Conversions
10. Distribution Planning (which account to spend from first)
11. Asset Location
12. Other Tips for Taxable Accounts

Conclusion: Finding Help with Your Plan

Retiring Soon? Pick Up a Copy of My Book:

Can I Retire Cover

Can I Retire? Managing a Retirement Portfolio Explained in 100 Pages or Less

Topics Covered in the Book:
  • How to calculate how much you’ll need saved before you can retire,
  • How to minimize the risk of outliving your money,
  • How to choose which accounts (Roth vs. traditional IRA vs. taxable) to withdraw from each year,
  • Click here to see the full list.

A Testimonial from a Reader on Amazon:

"Hands down the best overview of what it takes to truly retire that I've ever read. In jargon free English, this gem of a book nails the key issues."
If you want to discuss this article, I recommend starting a conversation over at the Bogleheads investing forum.
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