Download Ebook , by Bruce Larsen

Download Ebook , by Bruce Larsen

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, by Bruce Larsen

Download Ebook , by Bruce Larsen

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Product details

File Size: 8567 KB

Print Length: 192 pages

Publisher: Bruce Larsen; 1 edition (September 24, 2016)

Publication Date: September 24, 2016

Sold by: Amazon Digital Services LLC

Language: English

ASIN: B01LXNDPGU

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Amazon Best Sellers Rank:

#42,990 Paid in Kindle Store (See Top 100 Paid in Kindle Store)

A Concise Guide to Taxes in Retirement gets right to the core of the issue from the opening chapter and takes you through 15 sections covering potential issues where taxes can impact or sabotage retirement income.Bruce Larsen writes with an economical style that doesn't waste any of your time or his text with fluff, filler or padding...something that often obscures the information one is looking for in financial planning books and guides. Larsen uses easy-to-follow examples when illustrating difficult topics and scenarios, and makes it a point to share the salient information with the reader in succinct, no-nonsense passages.I would suggest this book to anyone 40 or over. If you are in your 40s and early 50s you will be getting a very comprehensive overview of situations that you can get an early heads-up on avoiding or preparing for. It also serves as a nice focus point for retirement planning at an earlier age, something that I doubt many of us do, yet the benefits are enormous.If you are in your late 50s or older, this book serves as a timely guide to help underscore what sort of tax issues will need to be addressed as one makes the transition to retirement. Larsen is very upfront about the complexity of certain tax-related issues as they concern investments and estate planning, for example, and makes it clear to the reader that individual situations require assistance from tax and financial planning professionals, but the understanding of why this expert guidance is important in addition to the knowledge of how drastic a negative outcome could be gives the reader a huge advantage in making a decision to be proactive and not run into mistakes when it might be too late to correct them.This is a great value for 10 dollars. I highly recommend this book to anyone who is serious about building a successful retirement plan, regardless of age.

I hate anything to do with taxes, but understand I need to invest some time and energy to understand how taxes will impact my short term and long term financial decisions and income security. What I enjoyed most about this book is the examples Mr. Larsen uses to bring tax concepts home to me...someone who is not strong on this topic. The book is conversational and engaging...How could taxes be engaging? Get the book and you'll find out. I now know what I don't know about taxes and how taxes will impact future decisions. This book is not intimidating and is now a resource on my shelf so when I talk to my advisor about future decisions, I can speak to her from a different perspective than I have in the past. I feel armed with the basic information I need to make better financial decisions.

I learned a lot about the types of tax issues that retired people encounter in this volume, and it is written fairly well. However, I think the 2018 edition must have been rushed to publication without any editing, because it is riddled with errors, particularly in the charts. Many are simple typos or spelling errors, which are merely annoying. Occasionally, the labeling in the charts does not match the discussion in the text, e.g., the names of the exemplar couple in the charts on pp. 88 and 89 are John and Mary, but are called Cliff and Suzy in the text (and the chart titles!). However, others interfere with properly understanding the information the author is trying to convey. For example, the table on p. 14 has the exact same title as the one on p. 13, even though they are meant to describe two different scenarios. On p. 76 some on the figures appear to be incorrect in the chart. On p. 124 the income ranges are listed erroneously and are incomplete for the Estate and Trust section of the chart. All these errors undermines confidence in the accuracy of the author's information.

Simple, easy to understand, and actions you can do easily. This is a great book and I recommend if you’re planning to retire buy this book 5 years before tou retire. This will give you time to set all your investments correctly to minimize taxes. I bought this ed knowing it would be outdated cuz of the new tax laws so I’ll be buying the next edition. I needed to start planning and couldn’t wait much longer. Worth every penny and then some

This book is not a "gloss over" but an actual deep dive into many tax-related issues retirees may run into that may be surprising or unexpected. Many pitfalls can be prevented or mitigated with proper knowledge and planning. Lots of numbers, tables, and examples.

I am a financial advisor and found this book very helpful. Working with pre-retirees - taxes and tax planning is an increasing concern and an important “ value added “ service to provide as investmen and insurance products continue to become commodities. Some parts of the book were more useful than others but any pre- retiree should fund parts of the book useful - and a financial advisor can benefit as well.

Great book, though, mostly accurate. Was wrong about Indiana taxes though. Indiana's tax rate in 3.2% and there are additional taxes added on foe each county. I pay 5.2%.

Fairly detailed writing - use it as a core for your retirement tax planning. Should not be the only resource for your research.

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