Overview

What if the income your investments pay you didn't count as taxable income? That's not a trick question - and it's not a loophole. It's called Return of Capital, or ROC, and most retirees have never heard of it. In this installment of the Financial Literacy Gateway to Freedom series, retired teacher and financial literacy author Bob Leiby breaks down a straightforward strategy he calls the Distribution Redirect ROC Retirement Strategy - a plain-English approach to building retirement income that works harder and costs you less at tax time. You'll learn: What Return of Capital (ROC) is and why it matters more in retirement than most people realize Which ETFs are designed to pay high-yield, ROC-heavy distributions - and how to choose the right ones for taxable accounts versus IRAs and Roth accounts How to ""redirect"" your distributions so your money keeps working for you instead of sitting idle Why this strategy can be especially powerful for retirees who are already drawing income from their portfolios Written the same way Bob taught construction students for 45 years - no jargon, no fluff, just clear and practical information you can actually use. Whether you're five years from retirement or already in it, this book gives you a strategy worth understanding.

Full Product Details

9798255312221

Table of Contents

Reviews

Author Information

Tab Content 6

Countries Available