Getting to Emeritus

Contents
Acknowledgements
Introduction: Emeritus
1. Your Academic Retirement Foundation: Plans, Pensions, and Priorities
2. Navigating the Academic Retirement System
3. Optimizing Your Current Contributions
4. Investment Selection Framework
5. Tax-Efficient Planning for Academics
6. Planning for the Precariat: Financial Strategies for Non-Tenured and At-Risk Academic Professionals
7. Navigating Academic Career Transitions: From Sabbaticals to Retirement Without Losing Momentum
8. Executive Compensation in Higher Education—Strategy, Risk, and Legacy
9. Creating Your Retirement Income Strategy
10. Healthcare Planning for Academic Retirees
11. Legacy Planning for Academic Professionals
12. Education Funding for Children and Grandchildren
13. Gifting and Wealth Transfer Strategies
14. Finding Your Financial Guide
Glossary
Implementation Worksheets
References