Overview

Your Wealth ReserveTM provides TAX-FREE income for life. Your tax-advantaged mutual funds grow at 10-12% per year. Your investment plan assures you of income AND growth. Your spending plan assures you of income for life. I am not a CPA or tax attorney. Read this before you pay fees. My experience is in helping people build and maintain their retirement lifestyles: Create a nest egg and sustain income for life. My clients have used low-cost diversified mutual funds to assure them of retirement income AND inflation-busting growth they can't outlive. We know that income taxes will continue to climb because two wars and two tax cuts have to be paid off. We need to develop our own lifestyle security -growing income we can't outlive while we reduce taxes in retirement. Today we can reduce taxes 10 ways and make sure we are protected by creating an inflation-proof retirement. We need to enter the last 30 years of our lives knowing how we are going to manage it. We need a realistic and flexible plan we can execute ourselves. Financial advisors only want wealthy clients. Most of us are on our own. I will guide you through the process as I have others in your situation. We must create two budgets; avoid income taxes as our money grows; and invest in a way that provides a growing income for 30 years or more. We don't need a broker or advisor. In fact, their fees often take 40-60% of our nest egg over time. Our first task: Re-position assets for lower fees and taxes.

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9781499590951

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Dan Keppel has been helping people find financial services that fit their lifestyles since working in a securities firm, an insurer, two banks and his own coach service. His book, The Insiders' Guides to Buying Discount Financial Services: Buy Direct and Save $3,000 Every Year, shows you how, what and where to buy financial products like industry insiders do-directly from the highest rated companies for less. He edits TheInsidersGuides.com and was an adjunct at a local college. He lives in Montclair, NJ with his wife, daughter and two cats, Anu and Katze.

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