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The Book on Retirement: Are You Ready for the Second-Half of Your Financial Life?, by Kevin Houser, Gary Plessl
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Are you really ready for retirement? If your plan for retirement has only been focused on savings and accumulation of assets, you are likely only half prepared for retirement. The real key to a comfortable retirement is what you do with those assets during the “Second Half” of your financial life, when the focus shifts from savings and accumulation to income and distribution. Have you ever read a personal finance book that told you it’s not only okay – but a good idea – to spend money at certain moments of your life? You will now! Within these chapters you will also learn the real keys to a comfortable retirement: • Strategies for defusing the TICKING TAX TIME BOMB inside your IRA account • Ideas for protecting your assets and securing your retirement income • Strategies for minimizing taxes on IRA/401k distributions during every phase of your life • How to do a low-tax or tax-free Roth IRA conversion • Strategies for reducing or even eliminating capital gains and estate taxes • How to leverage your IRA to leave a lasting legacy and tax-free inheritance for your heirs Take the action you need to prepare for the second half of your financial life!
- Sales Rank: #2023227 in Books
- Published on: 2015-03-20
- Original language: English
- Number of items: 1
- Dimensions: 9.00" h x .30" w x 6.00" l, .41 pounds
- Binding: Paperback
- 130 pages
Most helpful customer reviews
1 of 1 people found the following review helpful.
Five Stars
By SR
Great information for anyone looking to plan now for their retirement.
1 of 1 people found the following review helpful.
Five Stars
By D.F.
Great information for starting the 2nd half of your Life!
1 of 2 people found the following review helpful.
Important Read
By FAD
Some folks will say "nothing new" or similar - but there is a lot of turf covered here, and the more informed folks should know already. As someone who grabbed after mentioned in an article, I've highlighted a dozen things in the Kindle version with some notes that I need to do now. Of these a few are just housekeeping, but the others are net-new to do. It is a quick read, and reminder list of tasks. Better than several others I have recently read regarding distributions based on taxes vs. age. If you are just starting, or over 50, grab now.
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