The Index Investing Playbook: The Modern, Tax-Efficient System for Building Wealth With Low-Cost Index Funds — Asset Allocation, Retirement Drawdown, and Fully Updated for 2026

Product Description

Most index investing books were written when trading cost real money, "low cost" meant a 0.20% expense ratio, and nobody had heard of SECURE 2.0.The core argument hasn't changed. Almost everything around it has.The Index Investing Playbook keeps the well-proven case for low-cost index investing — made once, clearly, without three hundred pages of repetition — and builds around it everything older books are missing or got wrong:✔ A real asset allocation framework by life stage, not a passing mention✔ A complete tax-efficiency system: asset location, tax-loss harvesting, and the wash-sale rules that trip people up✔ A full retirement account chapter with current 2026 limits — 401(k), IRA, HSA, backdoor Roth, and the new SECURE 2.0 rules most books don't cover at all✔ The retirement drawdown plan almost every index investing book skips entirely: withdrawal sequencing, RMDs, Social Security timing, and Medicare costs✔ Real fund families named directly — Vanguard, Fidelity, Schwab — plus a step-by-step walkthrough for opening your first account✔ Three actual historical market crashes with real numbers, so "stay the course" isn't just a slogan✔ Solo 401(k) and SEP-IRA guidance for the self-employed, and an RSU/stock option chapter for equity compensationEvery chapter ends with a "Build Your Plan" exercise.By the end of the book, you won't just understand index investing — you'll have a complete, written, personalized investment plan built on today's costs, today's tax rules, and today's account limits.This isn't personalized financial advice, and it won't pretend to replace a real conversation with a financial or tax professional for your specific situation.It's the current, complete system that classic index investing books never got updated to include. Read more