Wade Pfau

Author of Retirement Planning Guidebook, Co-Founder of RISA, Professor at The American College, Host of Retire with Style podcast

[Wade Pfau @WadePfau]

⏰ 8:30 AM (Jan 13): December CPI data released
✍️ 11 AM (Jan 13): Final updates completed for Retirement Planning Guidebook
📦 Midnight (Jan 13): The 3rd edition is live and available for sale!
Be among the first to get the 3rd Edition: https://t.co/vm3Co9SQb1

[Wade Pfau @WadePfau]

✈️🌴 The Surprisingly Well-Funded Adventures of Eleanor D. 🌴✈️
She’s exploring the world—not worrying about outliving her savings.
📘 Retirement Planning Guidebook gave her the roadmap.
Start your adventure today.
#RetirementPlanning #FinancialFreedom
🔗 https://t.co/mUSRwDqy6J

[Jordan A. Leonard @JordanLeonard]

Dr. @WadePfau’s Retirement Planning Guidebook is a personal favorite and must read in order to master personal finance! It’s timeless for all ages. I’d recommend it to both clients and Financial Advisors!

[Wade Pfau @WadePfau]

Make sure you understand your Medicare's Aunt IRMAA can impact your taxes in retirement by reading Chapter 10 of the Retirement Planning Guidebook (Available at: https://t.co/mUSRwDq0hb).

[Wade Pfau @WadePfau]

The 2025 Update to the Retirement Planning Guidebook is now available!
Don't miss out on what's new in 2025--
-$2,000 Part D out-of-pocket cap
- inherited IRAs clarifications
-The end of WEP and GPO
-Additional age 60-63 catch-ups
-Higher real interest rates to help out retirees

[Innovator ETFs® @InnovatorETFs]

Innovator is excited to host @WadePfau, a critically-acclaimed researcher and author in the field of retirement income planning, as he presents his retirement findings from over 60 peer-reviewed articles, four books, and his role as Director of Retirement Research at McLean Asset Management.

Don’t miss this opportunity to gain valuable insights and best practices for helping your clients navigate their retirement journey with confidence.

Register today!
➡️https://t.co/7if1LpFcip

#Markets #ETF #Webcast

[Wade Pfau @WadePfau]

Join Wade Pfau, Alex Murguia, and Bob French in the free 4-day Retirement Income Challenge. Take the first steps in creating your retirement plan by joining us Monday, August 26th at 12PM ET! Register here: https://t.co/5gXXPngQam

[Wade Pfau @WadePfau]

I don't often get ahead of Dave Ramsey. Get the Retirement Planning Guidebook while it's hot! Amazon: https://t.co/UlHPaChkTx

[Wade Pfau @WadePfau]

Tip of the Day from the Retirement Planning Guidebook (Amazon link: https://t.co/e1i6QMRBKg)
In many cases, front-loading taxes in retirement using Roth conversions can lay the foundations for dramatically lower overall taxes and greater after-tax spending and legacy. #retirement

[Wade Pfau @WadePfau]

Thank you @MorningstarInc and Carole Hodorowicz for suggesting that investors start with the Retirement Planning Guidebook to get themselves prepared for retirement!

Morningstar link: https://t.co/Eu74verAh1

Retirement Planning Guidebook at Amazon: https://t.co/UlHPaCgN3Z

[Wade Pfau @WadePfau]

Tip of the Day from the Retirement Planning Guidebook (Amazon link: https://t.co/e1i6QMRBKg)
Effective marginal tax rates paid on distributions of ordinary income can greatly exceed federal income tax rates. #retirement #taxplanning #RothConversions

[Wade Pfau @WadePfau]

Tip of the Day from the Retirement Planning Guidebook (Amazon link: https://t.co/e1i6QMRBKg)

Did you know that for a non-smoking couple both aged 65, there is a 10% chance that at least one of them will make it to age 100? Longevity is here and retirees need a plan. #retirement

[Wade Pfau @WadePfau]

How Interest-Rate Cuts Might Affect Annuity Holders https://t.co/i4nfu51Icx

[Wade Pfau @WadePfau]

Tip of the Day from the Retirement Planning Guidebook (Amazon link: https://t.co/e1i6QMRBKg) One of many limitations of the 4% rule for retirement spending is that it doesn’t incorporate taxes. How much will taxes reduce the after-tax initial spending rate? #retirement

[Wade Pfau @WadePfau]

Tip of the Day from the Retirement Planning Guidebook (Amazon link: https://t.co/e1i6QMRBKg)
Long-term care is potentially the largest spending shock facing retirees. But how much should be set aside in a retirement plan to manage uncertain long-term care expenses? #retirement

[Wade Pfau @WadePfau]

Tip of the Day from the Retirement Planning Guidebook (Amazon link: https://t.co/e1i6QMRBKg)

Flexible spending strategies represent one of the four key methods to manage sequence-of-return risk in retirement. But how should one adjust their spending? #retirement

[Wade Pfau @WadePfau]

Last chance to register for the Retirement Income Challenge! Join us today at 12PM to help you turn your retirement goal into a well-crafted retirement plan. Register here: https://t.co/hQLMMathXg

[Wade Pfau @WadePfau]

Being a guest on @elpodcastmedia El Podcast was a pleasure... Mastering Retirement Finances: A Comprehensive Guide (w/ Dr. Wade Pfau) ... https://t.co/CsKeZ5xJJz