I set out to write my third book all about minimizing taxes in retirement. Then I found The Road Less Taxed. It said exactly what I wanted to say in my own book! So, I met the authors in Louisville and asked if I could write a Foreword for their book, and they agreed. I’m confident this book is going to change the way you think – and change the way you approach your future in retirement. I am helping clients save hundreds of thousands of dollars in taxes with good tax planning, and this book is a foundational part of our discussions.
A winning strategy for a low stress retirement.
How do you know when you’re ready to retire comfortably, without the frequent concern that you’ll run out of money? You’ll know when you can safely retire after you have a complete retirement income plan that accounts for your spending, taxes, long-term care, and estate planning.
This book presents a straightforward retirement planning approach to start you on your journey to a low-stress retirement. Allocating your assets into three “buckets” is a simple way to visualize how you can use your money to enjoy your retirement. This is the first step in completing your retirement income plan.