Retirement and long-term planning
Guides for IRAs, withdrawal strategies, and designing a sustainable retirement.
Retirement is a math problem and a lifestyle problem. These books cover tax-advantaged accounts, safe withdrawal rates, and planning for healthcare costs.
- How Much Money Do I Need to Retire? (Todd Tresidder) — Flexible frameworks instead of one-size-fits-all formulas.
- The New Retirementality (Mitch Anthony) — Redefining work, purpose, and income in later life.
- Retire Before Mom and Dad (Rob Berger) — Accessible path for younger investors targeting early flexibility.
- The Retirement Savings Time Bomb (Ed Slott) — Tax pitfalls in IRAs and Roth conversions — technical but valuable.
- What Retirees Want (Ken Dychtwald) — Demographic trends shaping housing, healthcare, and spending.
- The Longevity Economy (Joseph Coughlin) — How longer lives change investment horizons and career planning.