The New Rules of Retirement

Index

1. Abuse
   1. avoidance. See Financial abuse
   2. fraud, comparison
   3. protection
2. Activities, bucket list
3. Activities of daily living (ADLs)
4. Adjusted gross income (AGI)
   1. importance
   2. level, impact
   3. reduction
5. Affinity groups, contact
6. Affordable Care Act (Affordable Care and Patient Protection Act of 2010) (ACA)
   1. coverage
   2. medical insurance exchanges
   3. Medicare changes
7. After-tax 401(k) contributions, advantages
8. After-tax contributions, rollover
9. After-tax spending money
10. Age Wave survey
11. AGI. See Adjusted gross income
12. AIPs. See Automatic investment programs
13. Alternative minimum tax (AMT)
    1. retiree impact
14. AMT. See Alternative minimum tax
15. Annual retirement spending, preretirement income percentage
16. Annuities
    1. allocation, purchase
    2. basics
    3. benefits
    4. fixed indexed annuities
    5. fixed-term annuity, spending level (comparison)
    6. growth annuities
    7. guaranteed income
    8. immediate annuities purchase
       1. avoidance, reasons
    9. income, increase
    10. inflation-indexed annuity
    11. longevity annuities, advantages
    12. offer, quality
    13. plain vanilla immediate annuity
    14. purchase, avoidance (reasons)
    15. qualified longevity annuity contract (QLAC)
    16. risk trade-offs, evaluation
    17. safety
    18. selection
    19. taking, decision
    20. tax-deferred annuity
    21. taxes
    22. types
    23. value, determination
    24. variable annuities
17. Annuity Puzzle
18. Appreciated assets, donation
19. Assets
    1. appreciated assets, donation
    2. distribution, decision
    3. estate assets, removal
    4. exempt assets
    5. holding, problems
    6. limit
    7. list, making
    8. management
    9. requirement
    10. shifting strategies
    11. taxes
20. Assisted living facilities
21. Attained age ...