Stephen Dravin

RETIRE LIKE A ROCK STAR (eBook, ePUB)

Introducing the Next Level, Tax Free Retirement Saving Solution That Eliminates the 7 Deadly Sins of Your 401(k) or IRA

• Format: ePub

Produktbeschreibung

"This is laymen-like Introduction to a little known kind of IRS approved supplemental retirement savings strategy that can offer a way to avoid what we call "the 7 deadly sins" common to most traditional retirement plans. The strategy should resonate with a wide range of audiences, from business owners, to the affluent - and even to middle income folks. We'll show how this strategy compares on an array of benefits to IRAs, the 401(k), the Roth and non qualified investment approaches as well. This book is intended for those who are earnestly trying to accumulate their retirement 'nest egg' yet may feel thwarted by obstacles inherent in a plan's restrictions. These restrictions can be income restrictions, contribution limits, the lack of liquidity, plan costs and market risks. For business owners in particular- who typically do not have any plan in place - the solution we suggest, offers an even wider set of positives and fewer negatives. While not a pure 'how to' book, we will give you enough "ammunition'' to help ensure you can work with the proper advisor to craft a custom solution that maximizes your future retirement income and legacy too. If you wonder why this solution is largely unknown, you'll will learn some financial industry's 'dirty little secrets."

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Produktdetails

• Verlag: Xlibris US
• Seitenzahl: 62
• Erscheinungstermin: 25. Februar 2025
• Englisch
• ISBN-13: 9798369439869
• Artikelnr.: 73576095

Autorenporträt

The author, Steve Dravin has a Masters Degree in Organizational Psychology from the University of Illinois and has had careers in Human Resources Training and Development as well as in Financial Services focusing on equity products and insurance. He has worked for several major brokerage houses and insurance firms since 1992 I have come to know a broad array of investment products - and realize some of the challenges inherent in doing right by clients - when your livelihood is at stake. The author's basic philosophy is that selling should be more about educating clients about what is right for them and what they are comfortable with. Then, let them choose. Yet, many of his peers succumb to the pressure of sales - and frankly, do not do right by many. The purpose of writing "Retire Like a Rock Star" was to inform folks about a relatively unknown, yet very worthwhile kind of "retirement plan" - because most would not have even heard of it for a surprising series of reasons. Those reasons are detailed in one of the chapters. But, real quick - many advisors are simply not allowed to sell it! Many financial firms do not even offer it. And conflicts over how advisors earn their income make the IUL a product that will often not be offered - even when it accomplishes so many things. We hope you will be open to learning about something that can truly change your life! Hopefully, while this book will not make you an IUL expert, it will give you enough "ammunition" to make sure your advisor (perhaps yours truly) makes the effort to get you the best plan possible.