The New Three–Legged Stool: A Tax Efficient Approach to Retirement Planning - Hardcover

You've earned your money . . . Now here's how to keep it!

"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

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 management firms, helps you retain as much of your hard-earned retirement assets as possible. His unique Three-Legged Stool? approach to financial security makes it both easy to understand how to achieve this retirement security and difficult to "lose balance"?that is, get off-track once you've established your plan.

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 practical guide will help you establish a plan to build the retirement you and your family dream of?and deserve.