Income Strategies How to creat
William Reichenstein
ISBN 10: 0578555085 ISBN 13: 9780578555089
Published by Self-Published, 2019
Used
Soft cover
From
World of Books (was SecondSale), Montgomery, IL, U.S.A.
Seller rating 5 out of 5 stars
AbeBooks Seller since 20 December 2007
This book is no longer available. AbeBooks has millions of books. Please enter search terms below to find similar copies.
About this Item
Description:
Item in very good condition! Textbooks may not include supplemental items i.e. CDs, access codes etc. Seller Inventory # 00108788049
Synopsis:
Professor Reichenstein's research shows creating a tax-efficient withdrawal strategy to generate retirement income can add up to seven years of added longevity for someone in retirement. The book was written for financial advisors to illustrate how they can add considerable value to clients portfolios by helping them combine a smart Social Security claiming strategy with a tax-efficient withdrawal strategy that minimizes the adverse consequences of these tax-code complexities, while taking advantage of the more favorable tax environment that is scheduled to exist through 2025.
The book is a compilation of key lessons from Reichenstein's published academic research delivered with case studies that can be applied to retirees. The rules for accumulating savings for retirement do not apply when a family transitions to decumulation and needs to figure out how to tap savings to support their spending. Generating retirement income from savings is complicated and needs to incorporate key variables like Social Security, Medicare, Roth Conversions, and tax minimization.
Book comes with 10 hours of Continuing Education for Certified Financial Planners. Additional promotion for complementary software, IncomeSolver.com, that empowers advisors to create and analyze retirement income withdrawal strategies for clients, contact info@incomestrategy.com.
"About this title" may belong to another edition of this title.
Bibliographic Details
Title: Income Strategies How to creat
Publisher: Self-Published
Publication Date: 2019
Binding: Soft cover
Condition: Very Good
AbeBooks offers millions of new, used, rare and out-of-print books, as well as cheap textbooks from thousands of booksellers around the world. Shopping on AbeBooks is easy, safe and 100% secure - search for your book, purchase a copy via our secure checkout and the bookseller ships it straight to you.
Search thousands of booksellers selling millions of new & used books
New & Used Books
New and used copies of new releases, best sellers and award winners. Save money with our huge selection.
Rare & Out of Print Books
From scarce first editions to sought-after signatures, find an array of rare, valuable and highly collectible books.
