The Value Of Debt In Retirement: Why Everything You Have Been Told Is Wrong

Picking up where The Value of Debt left off, The Value of Debt in Retirement will focus on how to better live and thrive during retirement by taking advantage of a holistic perspective including both sides of the balance sheet. The book will frame out debt strategies specifically geared toward Baby Boomers as they enter retirement, including:

• Debt and tax free retirement income with case studies
• Debt and second/primary properties
• Debt ratios leading up to and during retirement
• Reverse mortgages
• Utilizing non-profits: charitable giving strategies and the value of debt
• Eldercare bridge loans
• Alternative retirement strategies making use of second properties, debt, and one’s portfolio
• How long-term care insurance can be avoided and self-funded through debt
• Strategies for those who are nearing retirement but are currently:
• Investment education from a different perspective: lessons from economic history and the importance of understanding your sequence of returns.
• How embracing debt can help affluent individuals and families live better, love better, and better leave their legacy to family and beyond

Specifically designed for affluent Baby Boomers, though interesting to and useful for nearly everyone regardless of age or level of wealth, The Value of Debt in Retirement will contain ideas, tips, and new ways of thinking about retirement that will be interesting to and potentially useful for nearly everyone regardless of their age or level of wealth.

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 byBarron's magazine as one of America's Top 1,000 Advisors: State by State. Tom lives in Chicago with his wife and three children.