The New Rules of Retirement: Strategies for a Secure Future, 2nd Edition

Praise for The New Rules of Retirement

"As a Wharton graduate, money manager, Chief Financial Officer, and Certified Financial Analyst, I didn't think I needed help in making investment choices and planning for my retirement. I was wrong. I have been a subscriber to Retirement Watch since 1997. I trust Bob Carlson completely and follow his investment, tax, and planning advice personally."
—SANDY KAGAN, CFA, Retired CFO, Tatum Partners

"A clear, practical, and wisely unconventional guide to the new world of retirement."
—HUMBERTO CRUZ, nationally syndicated financial columnist, Tribune Media Services

"Bob Carlson does a magnificent job preparing readers for the many challenging issues they will face over the next several decades. Retirees can no longer count on generous asset returns and employer-provided defined benefit plans. Bob provides readers with creative approaches for contending with these challenges to help ensure financially and emotionally secure 'freedom years.'"
—LAWRENCE E. KOCHARD, PhD, CFA, CEO and CIO at University of Virginia Investment Management Company

"Bob Carlson shows that three trends—demographics (baby boomers), increasing longevity, and fewer offspring—have changed forever the landscape facing America's retirees. Stereotypical retirement based on Social Security and employer pensions is out; making ends meet on your own is in. Better get yourself ready—and you can do so by reading this book."
—JAMES C. MILLER III, former U.S. Budget Director, Chairman of The CapAnalysis Group, LLC