Tax-Free Retirement by Patrick Kelly
Tax-Free Retirement by Patrick Kelly" Tax-Free Retirement” is a must read for the consumer that wants to make wise financial decisions. I have found it to be a tremendous educational tool because it provides clarity regarding tax-efficient alternatives to qualified retirement plans. I want to share it with you!
There is no industry jargon in this book. Patrick Kelly has taken complex issues about life insurance and transformed them into simple and understandable concepts. Once you understand the product and concepts discussed in this book along with the proper structure of this plan it will truly become the greatest wealth accumulation vehicle of our time for you and your family.
This book will revolutionize the way you think about traditional tax-qualified plans such as 403 (b), 401 (k), 457, SEP, SIMPLE and other “qualified” retirement plans.
In this simple yet profound book you will also discover Hidden Retirement Traps such as The Tax Trap, Access Trap, Distribution Trap and the Death Trap. He also discusses painless and sweat less solutions to these traps.
This masterpiece of down to earth practical insights also includes a special chapter for Physicians and Business Owners.