Thinking Outside the Money Box: Simple Steps To Increase Retirement Income, Reduce Taxes And Protect Your Nest Egg By Mark Lumia
Thinking Outside the Money Box: Simple Steps To Increase Retirement Income, Reduce Taxes And Protect Your Nest Egg By Mark Lumia Kindle Edition Thinking Outside the Money Box: Simple Steps To Increase Retirement Income, Reduce Taxes And Protect Your Nest Egg Thinking outside the box is one of those catchphrases that started popping up in business conversations a few years ago. It is a colorful metaphor that means to think differently, unconventionally, or from a new perspectives. To think outside the MONEY box requires taking a fresh look at many of the financial challenges facing retirees in the 21st Century. Many investment strategies that worked in the decades of the 1980s and 1990s simply dont work today. And yet many, even in the financial advisory community, are still living in the past. In this book, you will find several specific examples of new era strategies and concepts that solve the retirement challenges that are unique to baby boomers today. Thinking Outside the Box not only shines the spotlight of logic and rational thought on mainstream concepts that simply do not work any, but also provides the clear vision you need to see what does work and why. Endorsements “Mark Lumia has provided a much needed retirement security blanket. He shows you how to avoid bumps in the road ahead by planning with useful “What if” scenarios and examples. Youll also find a wealth of smart retirement income strategies to increase cash flow by optimizing your Social Security and retirement benefits, while minimizing taxes. The result is income, less taxes, less investment risk and most important, less worry about retirement.” Ed Slott, CPA Retirement expert and Founder of www.irahelp.com and www.theslottreport.com “Thinking Outside the Money Box will help baby boomers make a critical shift in the way they think about money. As boomers move from the accumulation phase of retirement planning to the distribution phase, they will face many issues theyve never had to face how to maximize Social Security benefits, how to shelter retirement income from taxes, and that all important question of how not to run out of money. Mark Lumia explains, through solid research and plenty of numbers, how boomers can navigate this new landscape and avoid making mistakes before its too late.” Elaine Floyd, CFP® Director of Retirement and Life Planning, Horsesmouth, LLC “Mark joins an illustrious group of RMA graduates who have written valuable books on retirement planning. In his book, he also refers to a paper published by fellow RMAs (Sean Ciemiewicz and Christine Russell) in the Retirement Management Journal (RMJ). Marks additional insights, based on the paper, advance our collective understanding. I was particularly interested in his focus and clear explanations on the various types of annuities. This is another valuable book written by a fellow RMA and I am pleased to write this recommendation.” Francois Gadenne Chairman of the Board and Executive Director Retirement Income Industry Association
Ebook thinking outside the money box set
Thinking outside the box is one of those catchphrases that started popping up in business conversations a few years ago It is a colorful metaphor that means to think differently unconventionally or from a new perspectives To think outside the MONEY box requires taking a fresh look at many of the financial challenges facing retirees in the 21st Century Many investment strategies that worked in the decades of the 1980s and 1990s simply don t work today And yet many even in the financial advisory community are still living in the past In this book you will find several specific examples of new era strategies and concepts that solve the retirement challenges that are unique to baby boomers today Thinking Outside the Box not only shines the spotlight of logic and rational thought on mainstream concepts that simply do not work any but also provides the clear vision you need to see what does work and why Endorsements Mark Lumia has provided a much needed retirement security blanket He shows you how to avoid bumps in the road ahead by planning with useful What if scenarios and examples You ll also find a wealth of smart retirement income strategies to increase cash flow by optimizing your Social Security and retirement benefits while minimizing taxes The result is income less taxes less investment risk and most important less worry about retirement Ed Slott CPA Retirement expert and Founder of www.
Thinking outside the box examples com Thinking Outside the Money Box will help baby boomers make a critical shift in the way they think about money As boomers move from the accumulation phase of retirement planning to the distribution phase they will face many issues they ve never had to face how to maximize Social Security benefits how to shelter retirement income from taxes and that all important question of how not to run out of money Mark Lumia explains through solid research and plenty of numbers how boomers can navigate this new landscape and avoid making mistakes before it s too late Elaine Floyd CFP Director of Retirement and Life Planning Horsesmouth LLC Mark joins an illustrious group of RMA graduates who have written valuable books on retirement planning In his book he also refers to a paper published by fellow RMAs Sean Ciemiewicz and Christine Russell in the Retirement Management Journal RMJ Mark s additional insights based on the paper advance our collective understanding I was particularly interested in his focus and clear explanations on the various types of annuities This is another valuable book written by a fellow RMA and I am pleased to write this recommendation Francois Gadenne Chairman of the Board and Executive Director Retirement Income Industry Association Thinking Outside the Money Box Simple Steps To Increase Retirement Income Reduce Taxes And Protect Your Nest Egg
..irahelp.com and www.theslottreport