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Retirment Smart America Learn Strategies For Tax Advantaged Income Planning(1st Edition)
Authors:
Philip D. Capriotti Sr, Alan D. Cantrell, Marty Nevel, Wally Darling, Robert Martinelli
Cover Type:Hardcover
Condition:Used
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Book details
ISBN: 979-8584905699
Book publisher: Independently published (December 21, 2020)
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Book Summary: This book is called Retirement Smart America because the authors want Americans to be smarter about their retirement finances. I have seen too many people make retirement planning mistakes that cost them dearly. Whether it is managing taxes, estate planning, investment management, or income planning, there are plenty of pitfalls and traps that you can fall into.Have you read a financial or retirement book and never finished it? Was it because it was too complicated to understand and left you with a headache? Or was it because it was just plain boring and too long?Regardless, with this book we have tried to collate some valuable expertise while “keeping it simple” and understandable. In fact, the book is based on a short interview format rather than as a long boring educational read. We are hoping that this format is more digestible, easier-to-understand, and “simpler” to read.In fact, the content in this book came from interviews that I did with each author. In keeping with the book theme, it is the “simplest” way to draw good content from busy experts quickly.This book is also fairly short. I believe many books are too long and that it turns off the reader. We wanted this book to be something you can read quickly without getting bored and putting it down to never finish.I’ve also elicited the help from five financial advisors who are actual practitioners of varying types. In this way, you get a more well-rounded view of how you can improve your retirement finances. All of the other authors have used our RetirementView software with their clients, and that’s how I know them… through their relationship with Torrid Technologies.To introduce you to the authors of this book….Philip S. Capriotti, Sr. founded his own company, Senior Tax & Insurance Advisors (STA), in Cedar Park, Texas and worked to become a Master Elite IRA Advisor with Ed Slott, a CPA and Licensed Fiduciary. Alan D. Cantrell has been guiding clients in their investment decisions since 1984. His firm The Financial Strategies Group, Inc. focuses on strategic financial planning, retirement planning, long-term care, life insurance, and investment strategies. Marty Nevel has been a financial, estate and tax planner and advisor for over 23 years. He specializes in retirement planning and most of his experience and expertise is in working with those at, or near retirement to safeguard and prepare for their transition into their retirement journey. Wally Darling is a licensed financial service professional with over 25 years’ experience and specializes in assisting clients to create retirement plans. He holds a ChFEBC certification which provides a specialization in working with Federal and Postal employees. Robert Martinelli has a firm that specializes in retirement and tax planning based out of Campbell, California. For over 25 years he has helped clients with retirement planning, income planning, tax planning, and legacy planning.
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