The Bogleheads’ Guide to Retirement Planning

The Bogleheads’ Guide to Retirement Planning was written by members of the Bogleheads community (see individual chapter headings) and edited by Taylor Larimore, Mel Lindauer, Rick Ferri and Laura Dogu. Published in October 2009.

Hardcover: 370 pages
Publisher: Wiley; 1 edition (October 5, 2009)
ISBN-13: 98-0470455

From the publisher

Wiley, the publisher, states:

The Bogleheads are back-with retirement planning advice for those who need it! Whatever your current financial situation, you must continue to strive for a viable retirement plan by finding the most effective ways to save, the best accounts to save in, and the right amount to save, as well as understanding how to insure against setbacks and handle the uncertainties of a shaky economy.

Fortunately, the Bogleheads, a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, are here to help. Filled with valuable advice on a wide range of retirement planning issues, including some pearls of wisdom from Bogle himself, The Bogleheads’ Guide to Retirement Planning has everything you need to succeed at this endeavor.

  • Explains the different types of savings accounts and retirement plans
  • Offers insights on managing and funding your retirement accounts
  • Details efficient withdrawal strategies that could help you maintain a comfortable retirement lifestyle
  • Addresses essential estate planning and gifting issues

With The Bogleheads’ Guide to Retirement Planning, you’ll discover exactly what it takes to secure your financial future, today.


Table of Contents

PART I: The Basics

CHAPTER 1: The Retirement Planning Process by  Thomas L. Romens

CHAPTER 2 : Understanding Taxes by Norman S. Janoff

PART II: Savings Accounts and Retirement Plans

CHAPTER 3: Individual Taxable Savings Accounts by  Dan Kohn

CHAPTER 4: Individual Retirement  Arrangements by Jim Dahle

CHAPTER 5: Defined Benefit Employer Retirement Account by The Finance Buff  (Harry Sit)

CHAPTER 6: Defined Contribution Plans by  Dan Kohn

CHAPTER 7: Single-Premium Immediate Annuities by Dan Smith

PART III: Managing Your Retirement Accounts

CHAPTER 8: Basic Investing Principles by Bob Davis

CHAPTER 9 : Investing For Retirement by David Grabiner and Alex Frakt

CHAPTER 10: Funding Your Retirement Accounts by David Grabiner and Ian Forsythe

PART IV: The Retirement Payoff

CHAPTER 11: Understanding Social Security by Dick  Schreitmueller

CHAPTER 12: Withdrawal Strategies by Carol Tomkovich

CHAPTER 13: Early Retirement by Jeff McComas

PART V: Protecting Your Assets

CHAPTER 14: Income Replacement by Lee E. Marshall

CHAPTER 15: Health Insurance by Lee E. Marshall

CHAPTER 16: Essentials of Estate Planning by Robert A. Stermer

CHAPTER 17: Estate and Gift Taxes  by Robert A. Stermer

PART VI: Finding Good Advice When Yu Need It

CHAPTER 18: Seeking Help From Professionals by Dale C. Maley and Lauren Vignec

CHAPTER 19: Divorce and Other Financial Disasters by David Rankine

CHAPTER 20: Meet the Bogleheads by Taylor Larimore and Mel Lindauer

APPENDIX I: Pearls of Wisdom

APPENDIX II: Recommended  Reading




Barry Barnitz, administrator of both the Bogleheads® wiki and of Financial Page, a Bogleheads® blog. In addition I serve as an administrator of finiki, the Canadian financial wiki, as an administrator of la Wiki Bogleheads® España, and as an administrator of the John C. Bogle Center for Financial Literacy site.

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