Don't Run Out of Money in Retirement: How to Increase Income, Avoid Taxes, and Keep More of What Is Yours - Hardcover

by Allen P. Harris (Author)

Allen Harris, founder of Berkshire Money Management, has helped hundreds of families build steadily toward retirement success, skillfully guiding them through the best of times and the worst. In his decades-long career, Allen has navigated both calm and stormy waters, helping clients make the most of investment opportunities while protecting their portfolios in challenging times. Together they have confronted the bears and run with the bulls: Allen is a veteran of the dot-com bubble, the Great Recession, and the longest market expansion on record. Through the years, he and his colleagues have kept families and business owners on course to reaching their retirement dreams. During his career, Harris also founded a highly successful financial newsletter, worked at Smith Barney (now Morgan Stanley), and was chief investment officer of a boutique advisory firm. He previously authored Build It, Sell It, Profit: Taking Care of Business Today to Get Top Dollar When You Retire.

Back Jacket

Will I Have Enough?
Americans' top two retirement fears, a recent survey found, are running out of money and losing their health. They want a long, independent life, free of financial worry.

Will you have enough money to see you through retirement? Even wealthy people ask that question. In Don't Run Out of Money in Retirement, veteran money manager Allen Harris helps you answer it-along with many other questions you might not have thought to ask.

Whether you're ready to retire, Harris says, depends on what comes next. Unless you know your next steps in life, how can you know if your resources and investments are up to the challenge? It starts with defining your dreams. A successful retirement requires more than managing money. You must manage the years ahead.

So many questions, so many decisions: Can you afford that dream vacation? What if you need long-term care? Will you leave a legacy to your kids and grandkids, or to charity? Can you help pay for their college? How do you best deal with taxes and inflation? How do you manage Social Security and Medicare? And what if the economy crashes again- how can you prepare?

Creative financial planning can address all those concerns and much more. Don't Run Out of Money in Retirement will give you a jump start on a long and prosperous retirement