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Whether you're a retiree interested in protecting your assets, a
business owner interested in saving taxes or a pre-retiree in need of a sound
retirement income plan this book may have the answers you need NOW! The
ultimate guide to protecting your nest egg from predatory estate and income
taxes, volatile and unpredictable financial markets, and a navigational chart
to steer your financial ship through these turbulent times to obtain the
peace of mind that comes from a worry free retirement.
List of contents
INTRODUCTION Who Needs Retirement, Estate, and Tax Planning?
Taxing Times
Dodging the Bullets
Could Your Spouse Weather the Worst?
(Almost) Everything You Need to Know about IRAs
Get Off the Roller Coaster
Millennial Money Smarts: The New Look of Annuities
In-Laws, Outlaws, and Predatory Taxes
Must-Have Estate-Planning Documents
Avoiding Scams, Scam Artists, and Identity Th eft
Are You Being Served?
About the author
RONALD A. GELOK, JD is the President of Ronald Gelok & Associates, A Registered Investment Advisory firm with offices in New Jersey and Florida. He has been seen on CBS, NBC, ABC and FOX television. Ronald is known for making complex retirement planning issues clear and easy to understand. Ronald has a Sunday morning radio show on WABC in Manhattan and is also featured weekly on The Financial Safari television show. Ronald has been featured in USA Today has been recognized in the Wall Street Journal. Ronald is active in several nonprofit organizations. Ronald enjoys spending his free time outdoors with his wife and four children.
Summary
Whether you're a retiree interested in protecting your assets, a
business owner interested in saving taxes or a pre-retiree in need of a sound
retirement income plan this book may have the answers you need NOW! The
ultimate guide to protecting your nest egg from predatory estate and income
taxes, volatile and unpredictable financial markets, and a navigational chart
to steer your financial ship through these turbulent times to obtain the
peace of mind that comes from a worry free retirement.
