Tax-Free Income for Life: A Step-by-Step Plan for a Secure Retirement by David McKnight
- Tax-Free Income for Life: A Step-by-Step Plan for a Secure Retirement
- David McKnight
- Page: 160
- Format: pdf, ePub, mobi, fb2
- ISBN: 9780593327753
- Publisher: Penguin Publishing Group
Download Tax-Free Income for Life: A Step-by-Step Plan for a Secure Retirement
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The follow-up to the bestselling The Power of Zero, providing a blueprint to build a guaranteed, tax-free income stream that lasts for the long run. American retirees face a looming crisis. We are living longer than ever before, and most experts predict a dramatic rise in tax rates within the next ten years. The hard truth is that no matter how much you save, you are likely to outlive your money or watch it be taxed into oblivion. But when traditional retirement distribution strategies won't provide sufficient income in the face of higher taxes, what can you do? Tax-Free Income for Life lays out a comprehensive, step-by-step roadmap for a secure retirement. McKnight shows how the combination of guaranteed, inflation-adjusted lifetime income and a proactive asset-shifting strategy can shield you from longevity risk and the cascade of unintended consequences that result from higher taxes. It's an innovative and proven strategy that maximizes return while effectively neutralizing the two biggest risks to retirement savings. If ever there were a solution for the American retiree, it's guaranteed tax-free income for life.
Tax-Free Income for Life: A Step-by-Step Plan for a Secure Retirement
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Originally published in 2018, the second edition of Retirement Income for Life, has Tax-Free Income for Life: A Step-by-Step Plan for a Secure Retirement.
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But when traditional retirement distribution strategies won't provide sufficient income in the face of higher taxes, what can you do? Tax-Free
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FORMS & INSTRUCTIONS; Form 1040; Individual Tax Return; Form 1040 Instructions; Instructions for Social security and equivalent tier 1 railroad retirement benefits. Tax-sheltered annuity plan. Tax-free transfers for certain cash distributions. The first annuitant receives a definite amount at regular intervals for life.
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