I have two announcements for today.

First: a new edition of my book Can I Retire is now available (print version here, Kindle version here).

As far as what’s new, it’s all the usual updates (inflation adjustments, tax changes, etc.). In addition:

• The discussion of tax-efficient spending from a retirement portfolio has been updated.
• There’s no longer a chapter specifically dedicated to lifetime annuities. (With no inflation-adjusted versions available anymore, I have a hard time actually recommending them.)
• There’s a chapter (recently excerpted as an article here on the blog) about the funded ratio concept.

I hope that you find the book helpful!

Second: at this year’s Bogleheads conference (details here), I’ll be giving a breakfast session that is specifically intended for the less-involved spouse/partner in a couple (i.e., the one who is not primarily in charge of managing the household finances). Conference registration won’t be required to attend this session.

We’re hosting this session, because we know there are lots of Bogleheads couples where one partner attends the conference and the other partner comes on the trip to do assorted tourist activities. The idea here is that this less-interested partner could pop in for this one breakfast session at no additional charge and get some useful information and a (less committing, less intimidating) introduction to Bogleheads. I hope you can join us.

Other Recommended Reading

• The Problem with Valuation from Nick Maggiulli
• You Probably Need Less Money Than You Think For Retirement from Ben Carlson
• Do You Have the Courage to Simplify Your Clients’ Portfolios? from Dan Solin
• Is Large Blend Better Than Large Value Plus Large Growth? from Amy Arnott
• Dying at Home from Laura Kelly
• Are Fixed Indexed Annuities More Efficient Than Bonds? from Allan Roth
• The Place of Social Security and Pensions in Your Retirement Portfolio from Allan Roth
• Paying Extra for Medicare? See If You’re Due a Refund from Laura Saunders

Thanks for reading!

What is the Best Age to Claim Social Security?

Read the answers to this question and several other Social Security questions in my latest book:

Social Security Made Simple: Social Security Retirement Benefits and Related Planning Topics Explained in 100 Pages or Less Click here to see it on Amazon.

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