Books

Aside from books, there are no advertisements here. A good way to support this website (and to get your hands on some great reading material) is make orders from Amazon starting from here. Without any extra cost to you, Amazon pays around 4-6% of the purchase price for most anything you order as a referral fee.

 

A core education on retirement planning


Retirement Income Redesigned is the textbook for retirement income. Edited by Harold Evensky and Deena Katz, this book brings together key figures in the field of retirement income to summarize their area of expertise in an authorative manner.

Retirement Portfolios by Michael Zwecher is written for financial advisors and provides a detailed analysis of a retirement income framework later called “investment-based flooring” by Francois Gadenne. This book explains retirement income from a perspective much closer to safety-first than to probability-based. It is the companion book for the Retirement Management Analyst designation. To get a feel for Michael Zwecher’s writing style, you can see his popular guest post at my blog, “One Whack at the Cat.”

Money for Life by Steve Vernonis probably the single best book for new or soon-to-be retirees looking for a general overview and explanation about different retirement income tools.

The Big Retirement Risk by Erin Botsford is a short book aimed at introducing readers to the safety-first school of thought on retirement income, which she calls Lifestyle Driven Investing. This book serves as a good complement for Zvi Bodie and Rachelle Taqqu’s Risk Less and Prosper, as it explores the same ideas while focusing more directly on retirement. I provide a more complete review at my blog.















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