Download PDF Smart Retirement: Discover The Strategic Movement Around Retirement Taxation™
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Smart Retirement: Discover The Strategic Movement Around Retirement Taxation™
Download PDF Smart Retirement: Discover The Strategic Movement Around Retirement Taxation™
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About the Author
Matt Zagula is no stranger to the challenges faced by those who go against the grain and deliver real value to hard-working folks who want more control over their assets and their future. Matt’s unique career path has spanned decades, evolving from a very early adopter and pioneer in income planning to creating a distinctive practice model and level of notoriety in the industry. All of which eventually led to the 7-figure acquisition of his firm by a NYSE listed financial conglomerate. In 2008, when the market dropped, he bought the company back and it remains independent to this day. A leading expert in tax and actuarial arbitrage, Matt is a go-to resource for advisors, accountants and legal experts across the country. With his help, they’re able to better serve their client’s tax reduction and wealth creation needs.
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Product details
Hardcover: 144 pages
Publisher: ForbesBooks (April 14, 2017)
Language: English
ISBN-10: 0998365580
ISBN-13: 978-0998365589
Package Dimensions:
9.1 x 6.6 x 1.1 inches
Shipping Weight: 1.6 pounds
Average Customer Review:
4.1 out of 5 stars
11 customer reviews
Amazon Best Sellers Rank:
#766,021 in Books (See Top 100 in Books)
Great book very informativeb
This easy to read book explains in very simple terms how taxes change over time, and at retirement, are one of the worst risks retirees face unless you arm yourself now for the future. Understanding that everyone has the opportunity to guard against these risks is a good thing - if even 10% of America reads the book, the world will be a better place. Take the time to read the book, you will learn something, as did I, a 23 year veteran of the financial services industry.
My mother fell for this when he first started hawking it and now, at 95, has no money left for nursing home care. BEWARE!
As an attorney focused on tax planning, this book is very well written, an easy read, and makes total sense. Smart planning removes the risks inherent in traditional retirement planning and addresses the uncertainty of future taxation. My husband, who is an estate planning/elder law attorney, investment advisor representative, and life insurance agent, calls this the “genius†plan and has incorporated this strategy into the plans he creates for his clients.
This book concisely provides information for those in early retirement or those who are about to retire on how to reset the playing field from an income tax perspective. The SMART planning perspective helps those in retirement reduce risk, guard against the unknown, and provides families with whole dollars to spend in the future. I recommend this book for anyone who wants a fresh perspective on how to protect retirement assets.
I've been a financial advisor for more than 40 years and earned my Certified Financial Planning designation in 1985. What SMART does for retirees and those that I serve is for the first time explain the importance of tax diversification from a retirement income source...this Tax Awareness has been ignored by typical Wall Street and mutual selling types. This book is very SMART!
Excellent no nonsense approach to how taxes impact my retirement accounts. No jargon or fancy concepts. Common sense approach to creating more accessible funds in retirement.
By far, the best financial strategy I've ever read.....well written and easy to understand. This SMART strategy benefits ME, not someone else, especially Uncle Sam! It is well worth the read.
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