- Genre:business & economics
- Sub-genre:Personal Finance / Retirement Planning
- Language:English
- Pages:134
- eBook ISBN:9781966168669
Book details
Overview
YOU'VE WON THE WEALTH GAME. DON'T LOSE THE TAX GAME.
You've worked a lifetime to build your wealth. You saved diligently, invested wisely, and now hold a portfolio worth $2 million to $20 million. But as you move from building wealth to living on it, you face a new opponent—an everchanging tax code designed to erode what you've earned.
In How To Retire Rich And Look Poor In Retirement, Chris Heerlein presents a clear, actionable playbook for protecting and preserving wealth in today's economic environment. With tax rates near historic lows, the opportunity to safeguard your assets has never been greater—but only for those who know how to act before the window closes.
This book isn't about chasing market returns. It's about tax diversification and asset location—the art of legally appearing "poor" on paper to minimize your adjusted gross income while maintaining the freedom and lifestyle you've earned.
INSIDE, YOU'LL LEARN HOW TO:
• Disinherit Uncle Sam: Use today's favorable tax brackets to execute strategic Roth conversions that can secure tax-free income for life.
• Dodge the Stealth Taxes: Prevent Medicare IRMAA surcharges and reduce unintended taxation on your Social Security benefits.
• Defuse the Tax Bomb: Understand new inheritance rules and protect your heirs from steep tax liabilities within the 10-year distribution window.
• Avoid the Widow(er)'s Penalty: Design your estate plan to protect your spouse from harsh tax bracket shifts after one partner's passing.
The rules of money change once the paychecks stop. This book will help you stop focusing on what you earn—and start mastering what you keep.
Read moreDescription
YOU'VE WON THE WEALTH GAME. DON'T LOSE THE TAX GAME.
You've worked a lifetime to build your wealth. You saved diligently, invested wisely, and now hold a portfolio worth $2 million to $20 million. But as you move from building wealth to living on it, you face a new opponent—an everchanging tax code designed to erode what you've earned.
In How To Retire Rich And Look Poor In Retirement, Chris Heerlein presents a clear, actionable playbook for protecting and preserving wealth in today's economic environment. With tax rates near historic lows, the opportunity to safeguard your assets has never been greater—but only for those who know how to act before the window closes.
This book isn't about chasing market returns. It's about tax diversification and asset location—the art of legally appearing "poor" on paper to minimize your adjusted gross income while maintaining the freedom and lifestyle you've earned.
INSIDE, YOU'LL LEARN HOW TO:
• Disinherit Uncle Sam: Use today's favorable tax brackets to execute strategic Roth conversions that can secure tax-free income for life.
• Dodge the Stealth Taxes: Prevent Medicare IRMAA surcharges and reduce unintended taxation on your Social Security benefits.
• Defuse the Tax Bomb: Understand new inheritance rules and protect your heirs from steep tax liabilities within the 10-year distribution window.
• Avoid the Widow(er)'s Penalty: Design your estate plan to protect your spouse from harsh tax bracket shifts after one partner's passing.
The rules of money change once the paychecks stop. This book will help you stop focusing on what you earn—and start mastering what you keep.
Read more
