David Magnuson

Am I Done Yet? David Magnuson

Determining whether you can retire, whether you should retire, and how to manage this complex task can feel like a daunting journey. Am I Done Yet? will help guide you to your destination, whether that is a quiet life on a palm-studded island, a socially supercharged existence in a downtown condo, an adventurous series of circumnavigations, or a cozy home two blocks from your grandchildren that perpetually smells of freshly baked cookies.




Am I Done Yet? explores in plain language both the critical financial elements of a sound retirement plan and the non-monetary considerations surrounding the decision to retire. Topics addressed include:




- How to determine whether your investments can provide you with sufficient lifetime income

- How to best structure your portfolio to maximize returns and minimize volatility

- The role of various asset classes, such as stock, bonds, and real estate inside your retirement portfolio

- The impact of Required Minimum Distributions (RMDs) on income tax planning

- Whether retirement is an all-or-nothing proposition, or whether part-time work is desirable

- The impact your decision to retire may have on your personal relationships

- How to best integrate Social Security benefits into your retirement plan

- How to create a carefully considered living trust and other elements of an effective estate plan