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Synopsis:
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.
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Jacket Description:
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
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Table of Contents:
Introduction: The Unfunniest Story Ever Told
Chapter One:Leg One: Tax-Deferred Savings Strategies
Chapter Two: Leg Two: After-Tax Savings Strategies
Chapter Three: Leg Three: Tax-Free Savings Strategies
Chapter Four: Distributions: Strike an Ideal Balance Among All of Your Accounts
Chapter Five: Understanding Social Security
Chapter Six: Keeping the IRS Out of Your Estate
Appendix A: How to Write a Personal Financial Plan
About Rick Rodgers
Glossary
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