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In essence, a Roth IRA conversion requires paying taxes on the portion of your IRA or 401(k) that you convert, but then that money can grow income tax-free for the rest of your, your spouse's, your children's and grandchildren's lives. The advantage of a tax-savvy long-term Roth IRA conversion is often measured in the millions. The real eye-opener, however, is that Roth IRA conversions are great for older IRA owners, regardless of the benefits to...
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Helping someone plan for retirement is a very personal process. Having retired over 1000 individuals, Sid Miramontes has learned quite a few things along the way. Some situations are similar for each person, but others are totally unique to each individual-the personal, the exceptional, the human side of retirement. Retirement: Your New Beginning provides education on commonly confused retirement concepts, helping simplify the process of retirement...
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There's More to Financial Planning than Financial Planning doesn't simply cover the obvious topics in personal finance. Brian Zeek and Dee Dee Brooks present a comprehensive picture of financial planning that includes everything from car insurance to the ins and outs of a home mortgage to health insurance and the lesser-known benefits of life insurance-and shows how so many people leave tens of thousands of dollars on the table by not tending to these...
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You Got This is a simple playbook for achieving successful retirement.
There are 10,000 people retiring every day. Many of them are not prepared to shoulder the financial reality of what it takes to live comfortably in retirement. They do not have a plan, nor do they know what steps to take to build a plan. Retirement planning in today's volatile world is completely different than past generations and people need practical insights to navigate the...
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It's time to say goodbye to the tired financial advice that has lost Americans Trillions of dollars in wealth. Contrary to what the Wall Street propaganda machine would have you believe...there’s no need to risk your hard earned money in order to grow wealthy. Within these pages, you'll learn the "Safe Money Millionaire" plan that can grow your wealth safely and protect you against the ravages of unknown future tax liabilities. Plus you'll learn...
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Personal wealth isn't the only purpose of hard work and investment; it's also important to be able to pass wealth on to one's children and grandchildren. Wealth transfer and distribution is a game, and if played poorly-or if it is not realized a game is being played-one's fortune can be eaten away by a combination of poor investments and unfair taxation. Written by a financial advisor with decades of experience, Playing the Game prepares people for...
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As a successful small business owner, the issues contained within this handbook either haunt your daily life currently or soon will. Succession or Failure is designed to address mission-critical questions and provide workable solutions that you can begin to implement in your quest for your ultimate retirement. Managing your lifecycle in business is the same as flying an aircraft. You initially add some fuel before starting up, you fuel the business...
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The Protection with Power shows those approaching or amid retirement that investing is simpler than their broker wants them to believe. Once they get past the myths and misconceptions in the market, readers see that there are only three things they can do with their money. Written in clear and understandable language, The Protection with Power takes pre-retirees and retirees behind the financial industry's curtain, revealing that the broker's "expertise"...
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Ready To Pull The Retirement Trigger? Many want to retire early...slow down a bit...enjoy their life, their spouse and grandkids. But what if there is a major health issue? Or what if they run out of money? There are many issues facing people as they consider retirement. Where can they turn for answers they can trust? There are no do-overs in retirement. People need a path. They need a strategy. They need a guide. Ready To Pull the Retirement Trigger...
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With unique and proven strategies for wealth accumulation, “More Wealth, Less Taxes” is designed for individuals seeking ways to pay lower taxes during their lifetime, especially during retirement.
As a veteran in the financial services industry, Lance Belline knows how essential it is to save strategically and understand how the tax code works. More Wealth, Less Taxes is his guide for anyone who wants to go from "good" to "great" financially....
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Coach and personal finance professional Debra K. Menke spent years watching powerful women not properly plan for retirement. To help this strong tribe of women take ownership of their financial freedom, she offers this love letter as a route to retirement success. In Powerful Women Plan for Retirement, Debra helps women to:
Figure out exactly how much money they'll need in order to retire
Quit guessing whether they'll be ready to retire in ten years
Create...
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Growing old doesn't have to be so hard. We're all going to die. A jolting thought, yes, but an important truth. We all must come to terms with our mortality and move beyond the overwhelming fear and horror many Americans feel when confronted with the realities of growing old. Far too many of us feel powerless to do anything about it. But it doesn't have to be that way. In It's Never Too Late, Scott Page offers us easy (and even fun) ways to develop...
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A guide to uncovering your post-retirement purpose and creating financial security.
Art Mitchell uses the REWIREMENT process to empower and transform himself and people like you. He details ten critical steps to inform aging, building on the anti-ageism and conscious aging movements.
In Grateful, Not Dead, you learn how to:
• overcome ageist myths and shame to change everything for yourself
• reboot your mind through self-reflection, consciousness...
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