Your Ideal Retirement Discover Strategies For Reducing Taxes And Leveraging Income In Retirement(1st Edition)
Authors:
Ian E. James Crpc Aams Bfa, Timothy J. Turner Jd, Steven A. Kanner, Brian M. Mitteldorf, John Sellas
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Book details
ISBN: 979-8353673941
Book publisher: Independently published (September 23, 2022)
Book Summary: This book is called “Your Ideal Retirement” because the authors want you to have the ideal retirement that you envision for yourself. We have seen too many people miss out on basic planning moves that would have prevented pitfalls and problems during their retirement. When it comes to managing taxes, estate planning, investment management, or income planning, you need to avoid certain traps, as well as make smart planning moves.In writing this brief introduction, let me be clear that I am not a financial planner or a financial advisor. I have never sold any financial products or services. My experience has been in developing software for the financial industry – financial advisors, planners, and financial companies. So I have been able to be an “outsider looking in” at what goes on in the financial industry. This has given me insight into what is “complicated” and what could be made “simpler”.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 strategies while “keeping it simple” and understandable. In fact, the book is in a short interview format rather than a long boring educational read. We are hoping that this format is more digestible, easier-to-understand, and “simpler” to read than most financial books.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 without putting it down to never finish.I’ve elicited the help from four financial professionals that 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.Thanks and Happy Planning!Timothy J. Turner, JDFounder of Torrid Technologies
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