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The New Three-Legged Stool - A Tax Efficient Approach To Retirement Planning (Cód: 9237375)

Rodgers,Rick

John Wiley & Sons

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The New Three-Legged Stool - A Tax Efficient Approach To Retirement Planning

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Descrição

Most people dream of retirement as a relaxing, worry-free time in their lives. What many do not realize is that the IRS is also looking forward to the day you retire. Our complicated tax system can mean the government is entitled to a significant amount of your retirement assets-unless you protect them properly. Now, Rick Rodgers, founder of one of the country's top wealth managers, helps you retain as much of your hard-earned retirement assets as possible. His unique Three-Legged Stool approach to financial security makes it both easy to understand how to achieve this retirement security and difficult to 'lose balance'-that is, to get off-track once you've established your plan. Rodgers will show you how to balance between the three 'legs,' or components, you will need to create the most tax-effective financial structure. - Leg One, Tax-Deferred Savings Strategies - Leg Two, After-Tax Savings Strategies - Leg Three, Tax-Free Savings Strategies Plus, a closer look at - the all-important Retirement Distribution (R/D) Factor - Social Security - Estate planning With real-life case studies, tips, and recommendations from Rodgers' own experiences as a Certified Financial Planner and Certified Retirement Counselor, this guide will help you establish a plan to build the retirement you and your family have always dreamed of-and deserve.Now, Rick Rodgers, founder of one of the country's top wealth managers, helps you retain as much of your hard-earned retirement assets as possible. His unique Three-Legged Stool approach to financial security makes it both easy to understand how to achieve this retirement security and difficult to 'lose balance'-that is, to get off-track once you've established your plan. Rodgers will show you how to balance between the three 'legs,' or components, you will need to create the most tax-effective financial structure. Leg One, Tax-Deferred Savings Strategies Leg Two, After-Tax Savings Strategies Leg Three, Tax-Free Savings Strategies Plus, a closer look at the all-important Retirement Distribution (R/D) Factor Social Security Estate planning With real-life case studies, tips, and recommendations from Rodgers' own experiences as a Certified Financial Planner and Certified Retirement Counselor, this guide will help you establish a plan to build the retirement you and your family have always dreamed of-and deserve. Imagine you're playing a game called Retirement Distribution. Your opponent, the IRS, wrote the rules of the game. The secret to winning this game is to keep the IRS out of your financial affairs before they have the right to interfere. To win, you will need a guide to the fine print in the rulebook and a sound strategy. This book can give you these tools--with Rick Rodgers serving as your guide through the fine print and his Three-Legged Stool(TM) plan as your winning strategy. To emerge victorious when facing a formidable opponent like the IRS, you will need a threefold approach, including: Tax-deferred savings strategies After-tax savings strategies Tax-free savings strategies Rodgers will guide you through these three and create a strategy that covers all eventualities, so that you win in the end--not the IRS. You've earned your money . . . Now here's how to keep it! 'It's easy for anyone to believe the government protects its citizens' rights. But the truth is, in matters of taxes, once the IRS gets its hands on your money, you can kiss that money goodbye. You must act before that event takes place--and this book will help you do it. At the end of the day, it's what you and your family get to keep that counts.' --Rick Rodgers, CFP, founder, Rodgers & Associates Most people dream of retirement as a relaxing, worry-free time in their lives. What many do not realize is that the IRS is also looking forward to the day you retire. Our complicated tax system can mean the government is entitled to a significant amount of your retirement assets--unless you protect them properly. Now, Rick Rodgers, founder of one of the country's top wealth management firms, helps you retain as much of your hard-earned retirement assets as possible. His unique Three-Legged Stool(TM) approach to financial security makes it both easy to understand how to achieve this retirement security and difficult to 'lose balance'--that is, get off-track once you've established your plan. Leg One--tax-deferred savings strategies Leg Two--after-tax savings strategies Leg Three--tax-free savings strategies Plus, a closer look at: The all-important retirement distribution (R/D) factor Social Security Estate planning With real-life case studies, tips, and recommendations from Rodgers' own experiences as a Certified Financial Planner and Certified Retirement Counselor, this practical guide will help you establish a plan to build the retirement you and your family dream of--and deserve.

Características

Peso 0.42 Kg
Produto sob encomenda Sim
Marca John Wiley & Sons
I.S.B.N. 9781592803637
Referência 010483748
Altura 21.59 cm
Largura 13.97 cm
Profundidade 1.60 cm
Número de Páginas 232
Idioma Inglês
Acabamento Capa dura
Cód. Barras 9781592803637
Número da edição 1
Ano da edição 2009
MÊS JULHO
AutorRodgers,Rick