• ISBN13: 9781119019985
• Binding: Hardcover
• Subject: N/A
• Publisher: Wiley
• Publisher Imprint: Wiley
• Publication Date: March 16, 2015
• Pages: 336
• Original Price: USD 29.95
• Language: English
• Edition: N/A
• Item Weight: 499 grams
• BISAC Subject(s): Personal Finance / Retirement Planning

From the Back Cover

When it comes to owing money after retirement, conventional wisdom is wrong! Debt--that thing we've all been taught to avoid--can play an integral role in retirement. While it seems counterintuitive, being debt free in retirement may actually increase your financial risk. The Value of Debt in Retirement reveals how you can incorporate a successful debt strategy into your retirement plan that has the potential to increase your returns, reduce your taxes, and actually lower your overall risk. Written by New York Times bestselling author and nationally acclaimed financial expert Thomas J. Anderson, The Value of Debt in Retirement shows how to use time-tested strategies utilized by the best companies and the extremely wealthy in order to minimize taxes and retire in comfort.

The Value of Debt in Retirement outlines a new approach to wealth management in retirement, one that factors in both sides of the balance sheet as an integrated system. This book is filled with real-world case studies that illustrate how informed debt strategies can lead to a happier, healthier retirement.

THOMAS J. ANDERSON worked in investment banking in New York before moving into private wealth management. He has his MBA from the University of Chicago and a B.S.B.A. from Washington University in St. Louis. His extensive academic studies at some of the top schools in finance and economics, international experiences, and institutional background deliver a unique perspective on global markets.

He has been recognized as one of the top 40 advisors under 40 by On Wall Street magazine and four times by Barron's magazine as one of America's Top 1,000 Advisors: State by State. Tom lives in Chicago with his wife and three children.