The New Three-Legged Stool: A Tax Efficient Approach to Retirement Planning - Rilegato

Rodgers, Rick

Rilegato

ISBN 10: 1592803636 ISBN 13: 9781592803637

Casa editrice: John Wiley & Sons Inc, 2009

Riassunto

Confident from a lifetime of hard work and smart investing, 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 TM 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.

Su questo libro

L'autore:

Rick Rodgers, CFP®, CRPC®, CRC®, is founder and President of Rodgers & Associates. His career in the investment and financial advisory profession began in 1984 with one of the big six Wall Street firms. Twelve years later, he founded Rodgers & Associates as a way to concentrate on financial planning. His vision was to help families prepare for a worry-free retirement through the creation and conservation of their wealth. Today, as a leading retirement expert and personal wealth advisor to high-net-worth individuals, Rick provides integrated financial, tax, and investment strategies, retirement planning, executive compensation, and estate and charitable planning.

Since 2010, Rick has become a regular guest on television programs nationwide. Producers and hosts alike praise Rick for his sharp wit and expert commentary on retirement planning and tax strategy.

A committed Christian, Rick was a field representative for Larry Burkett's Christian Financial Concepts (now known as Crown Financial Ministries). Active in both his church and community, Rick has also volunteered as a mortgage counselor for Tabor Community Services. He currently serves on the finance committee of the United Way of Lancaster County and the advisory boards of SCORE Lancaster, The Ware Center, and The Mix at Arbor Place. Rick and his wife Jessy live in Lancaster, Pennsylvania. In addition to spending time with his seven grandchildren, Rick enjoys golfing and boating on the Chesapeake Bay.

Dalla seconda/terza di copertina:

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 rule book, and a sound strategy.This book can provide 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 three-fold approach, including: · Tax-Deferred Savings Strategies, · After-Tax Savings Strategies, and · Tax-Free Savings Strategies.Rodgers will guide you through these three and will create a strategy that covers all eventualities; so in the end, you win and the IRS loses.“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|

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? 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.

Su questa edizione

• Editore: John Wiley & Sons Inc
• Data di pubblicazione: 2009
• ISBN 10: 1592803636
• ISBN 13: 9781592803637
• Rilegatura: Copertina rigida
• Numero edizione: 1
• Numero di pagine: 202