Nutshells: Planning Strategies for a Tax-Free, High-Income Retirement

Investors with professional financial advisors tend to evaluate success based on the absolute return they earn on their money, but this is only one of many variables an advisor can influence for a client, and it is largely outside of their control.In Nutshells, Jasen Dahm, CFA, CPA provides a concise, step-by-step roadmap on how to decide where to save, how to invest with maximum risk and cost efficiency, and effectively eliminate tax rate risk from the retirement picture.The book was written for financial advisors and their clients to illustrate how achieving a high cash flow, low tax retirement is possible. By forming a more complete understanding of tax laws scheduled to exist through 2025, Social Security, and Medicare, investors can optimize their hard-earned savings to maximize what they have available to spend.In a nutshell, this is somewhat complicated stuff, and it’s easy for the do-it-yourself investor and financial planner to make costly mistakes. Advisors are worth the price you pay, if you can find the right one to help you use this information. There are no books of this kind that so effectively blend all of the tax planning and wealth accumulation concepts explored in this book – at least not together under one broad rubric.Note that all book sales, net of expenses, will be donated by the author to Junior Achievement. Read more