Overview

Canadian retiree Pat Delaney was faced with an uncertain future when he left the workforce 24 years ago at the age of 58, with only modest savings in GICs and limited pension income to support his family during retirement. Instead of running out of money, he not only funded his retirement but increased his standard of living and tripled his original investment by the unique tactics described in this book. By moving dividend-generating assets back and forth among taxable and tax-free accounts, Pat took advantage of up and down markets with tax-efficient strategies you can emulate. By the methods he devised, Pat saved tens of thousands of dollars in fees, commissions and taxes as he created his wealth, and created a guard against any future inflationary threat. This book outlines lessons learned and pitfalls avoided as his portfolio evolved, and describes the accounts, dividend stocks and tools used in the process. It's a fast and easy read that shows how complete novices can do everything for themselves. It also caters to experienced investors, who can leverage the proven tactics and techniques he's developed. By using the strategies Pat has developed, you'll recover the cost of this book thousands of times over.

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9780228842675

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