By James Lange

ISBN-10: 0470456051

ISBN-13: 9780470456057

AARP electronic variants give you useful information, confirmed suggestions, and specialist assistance.

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Additional info for AARP Retire Secure!. Pay Taxes Later—The Key to Making Your Money Last

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Her imprint is on every page of the book. Cindy has been enormously resourceful in many areas and has made both significant direct and indirect contributions to the book. This book would never have happened without her help, support, and love. Finally, thank you to my 14-year-old daughter, Erica, whom I love dearly, even though she now beats me in Boggle and many other board games. Thank you for not complaining when I went back to the office after dinner to work on the book. Thank you all. How to Read This Book I recommend that you start with “The Big Retirement Question” and “A Summary of Tax Reduction Strategies” so you can begin to think about the underlying theme of “Pay taxes later” with respect to your personal situation.

I fully realize that your time is a precious commodity. If you choose to do some strategic skipping of material because you understand the concepts and don’t need to have the concepts proved, then strategic skipping is fine. com to see how you can use this information to attract high net worth clients and better serve your existing clients. I think we have a sacred trust as advisors to give our clients the best advice we can. Taking the time to read this book is a critical step toward fulfilling that trust.

Yuck! Chapter 12 - The Most Certain and for Many the Best Way to Provide Financial ... Understanding the Basics of Gifting with Survivorship Life Insurance Problems Facing Retirees That Can Be Solved Using a Survivorship Insurance Policy The Advantages of Survivorship Life Insurance Alternatives to Letting a Survivorship Policy Lapse Disadvantages of Second-to-Die Insurance Lower Risks of Investments with Survivorship Life Insurance Advantages of Survivorship Insurance if Estate or Inheritance Taxes Are Due The Best Funds for Paying the Insurance Premiums Significant Advantages Even with No Federal Estate Tax Small or Large Estates without Federal Estate Tax Produce Similar Advantages Different Amounts of Death Benefits Advantages Are Greater in a Time of Lower Investment Returns Case Study with Health Risk Factors Three Ways to Make the Second-to-Die Life Insurance Even More Beneficial Summary of Indicators That Survivorship Life Insurance Should Be Considered Chapter 13 - Laying the Foundation for Estate Planning What Is a Stretch IRA?

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AARP Retire Secure!. Pay Taxes Later—The Key to Making Your Money Last by James Lange


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