Description

Unretiring the Retirees in World of AI in Silicon Valley is part retirement planning guide, part personal story — Connie Dello Buono shares the top retirement questions she’s asked while preparing clients for retirement, alongside her own experience “unretiring” at 62 in one of the most expensive cities in the world and starting her business.

Drawing on her background in retirement planning and home care services through Club Althea and Motherhealth, Connie breaks down complex retirement topics into practical, actionable guidance.

What’s inside:

• Retirement plan basics: terms, DIY IRAs, defined contribution vs. defined benefit plans
• Retirement plan investment analyzer applications and best retirement tools
• 401(k), IRA, and Roth strategies — contribution limits, rollovers, and required minimum distributions
• Fixed Index (FIA) vs. Index Annuities, and how much life insurance you really need
• Revocable living trusts — see also Living Trusts, Plain English for a deeper walkthrough
• Tax strategies: deductions, depreciation, 1031 exchange, Pass-Through Deductions, and Opportunity Zones
• Self-employed retirement plan options and wealth transfer strategies
• Generational wealth transfer and the Rule of 55
• Retiring as an expat: comparing retirement in the Philippines vs. the United States
• Personal reflections on retirement, family, and starting a business later in life

Whether you’re exploring retirement income planning, comparing guaranteed lifetime income options, or weighing a 401(k) rollover, this book breaks down the real decisions Bay Area retirees face.

A candid, practical resource for anyone planning their own retirement, or rethinking what retirement means at all. Pair with Connie’s other health guides for a fuller picture of planning for the years ahead.

Want to go deeper into avoiding costly retirement mistakes? Check out Mistakes in Retirement Income Plan and Revocable Living Trust for a closer look at the specific missteps to avoid with RMDs, Social Security timing, and withdrawal strategy.

Publisher: Motherhealth LLC
Publication date: June 14, 2024
Edition: 1st
Language: English
Print length: 86 pages
ISBN-13: 979-8218451530