Author Description

Ultimately, planning for a comfortable retirement isn't so much about the amount you set aside before you retire; it's about how you preserve your savings after you retire. It is both, the trip up the mountain, and very important to understand the trip down the mountain or "income distribution planning". This concept of looking at retirement as a trip down a mountain is one I'm going to talk about a lot in this book. I'm going to ask you to allow me to be your guide down. Our tools won't be crampons, ropes, and pulleys, but the specific strategies, choices, and tools necessary to help you achieve a comfortable retirement with an ongoing income that isn't eaten away by taxes. I could spend a day telling you all my reasons for writing this book, but instead, I'll tell you that all my intentions were born from a desire to serve. The best way I can do that, I believe, is by educating people and help them live in the abundance that God always intended for us to enjoy. I watched my parents stumble blindly into retirement, making choices that ultimately ruined their chance at happiness and shortened their lives. Then I watched the same thing happen to parents of my friends, business associates and others. I hope this information will guide you and the people we care about all of whom have to retire someday and pay their own way from then on, fighting threats from inflation, rising taxes, market volatility, interest rate insecurity and more. Now, more than at any other time in the history of our country, the words higher rates and guarantees matter. With this book and with the strategies I share with my clients, my mission is to put you on a path to greater and more tax-efficient retirement income. Too often our families' future is at risk because we failed to plan properly. With the right knowledge, that no longer has to be our reality. You can both tap into your wealth and preserve it for future generations in a more tax efficient manner. I hope