Positioning 4 Retirement
People are more afraid of running out of money in retirement than of dying! Time to lay that fear to sleep.
Despite vastly different backgrounds, all people hold the same hope—a financially secure future. They want to minimize taxes, protect assets from the government’s reach, provide for medical care and emergencies, have funds for a fun-filled retirement, and even have some left over for loved ones or special causes.
Cardoza makes complex topics clear and retirement planning accessible for all. He begins with overviews of options, explains their impacts in different situations, and ends with reviews in each chapter to ensure firm understanding. Of special interest is his revelation of the dangers of a qualified retirement plan. Following the general discussion, separate articles on specific topics allow the reader to delve into more detail for fuller comprehension. Finally, he provides online worksheets for readers to start the planning process.