Part one How much money will I need to retire?
How much income will you need?
Safe withdrawal rates: the 4% "rule"
Retirement planning with annuities
Part two Retirement portfolio management
Index funds and ETFs vs. active funds
Asset allocation in retirement
Managing your long-term bucket
Part three Tax planning in retirement
Other tips for taxable accounts
Conclusion: finding help with your plan
Appendix A: Suggestions for further reading
Appendix B: Note on upcoming tax changes.
