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This book will revolutionize how people think about tax-qualified retirement plans. Who could imagine a retirement financial-strategy book that you cannot put down? Patrick has done that with his ‘must read’ book and illustrated so clearly the magical power of an alternative to tax-qualified plans.
The down to earth practical insights will enlighten you to make changes in your retirement planning strategies. The outcome could maximize standard of living in your golden years, while protecting the ones you love most!
This book has taken concepts that are increasingly being used by progressive financial services experts and extrapolated them into a language easily understood by the masses. If people can grasp the concepts laid out in this book, it will have a profoundly positive impact for their futures.
This is the perfect guide for those who care about their loved ones financial security and personal legacy. As Jacobs explains in this highly readable book, estate plans are not just for the rich. Many of us have more assets than we realize. We own our home, a retirement plan, life insurance, and family keepsakes. With the recession, it is more important than ever to preserve those assets for loved ones and ourselves.
The tax rules affecting these simple assets are more complex and unforgiving than most people realize. Many workers, for example, name their "estate" as the beneficiary on retirement plans. Jacobs explains that this designation raises income tax bills for your heirs even if your estate is small enough to escape the estate tax. Well-informed planners name their heirs directly as beneficiaries of the retirement plan, leaving more money for the heirs and less for Uncle Sam.
"Estate Planning Smarts" is full of tips like this. In addition, Jacobs presents her advice clearly, compassionately, and pragmatically. She guides readers through the human side of estate planning, as well as through the financial aspects. Sidebars offer interesting examples, while a detailed glossary explains puzzling terms. This book is a treasure!