Overview

There are two distinct stages in our lives: the accumulation stage and the preservation stage. Most retirement books focus on investing and gaining wealth, but what about those that are already retired and no longer in the accumulation stage of their lives? Once you retire, your financial strategy is preserving those assets you've built over your lifetime, not risking them. This book is for you. Michael D. Cox is a Certified Retirement Financial AdvisorT and has advised pre-retirees and retirees on preserving their retirement nest eggs. Retired government employees, teachers, physicians and business executives approaching retirement have used Mr. Cox's tips to cut their taxes, avoid taxes on social security income, avoid estate taxes, and protect their estates' value. Mr. Cox is an expert in senior issues including wealth transfer, taxes, asset protection, constructing retirees' portfolios and estate planning, and is the host of Senior Money Matters, a live weekly call-in radio show.

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9780977299102

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