Tax-Free Retirement
10th Anniversary Edition
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4.7 • 15 Ratings
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- $9.99
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- $9.99
Publisher Description
The book that changed everything! This is Patrick Kelly's runaway Bestseller and is just as relevant today as it was the day it was published. (Maybe even more so.) Find out how it truly IS POSSIBLE TO ACCUMULATE MONEY THAT CAN BE ACCESSED TAX-FREE ...but only if it is done properly. This fun-to-read book reveals exactly how this concept works and should be required reading for every American.
Customer Reviews
Retiring Worry-free
Excellent book is amazing. It clearly explain how to get access to tax-free income . It walls you through the features and benefits of using life insurance as a viable retirement plan option.
Less impressed
It’s a good perspective on likely future tax increases effecting retirement savings, from the perspective of an insurance salesman. It’s dated back to 2017, needs an update. It does not have the current tax law changes with RMD ages and expansion of Roth 401k accounts that really need to be considered. It does also not explain Roth conversions or the back door Roth IRA option for higher income individuals, it completely ignores it. If you wanted to somewhat understand how life insurance can be used for retirement tax planning and before retirement it is ok.