Free PDF Keep It!: Advanced Tax Strategies for IRAs, by Joe O Luby III
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Keep It!: Advanced Tax Strategies for IRAs, by Joe O Luby III
Free PDF Keep It!: Advanced Tax Strategies for IRAs, by Joe O Luby III
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Are you doing everything you can to protect your retirement accounts from the impending tax bite? Many families will lose one-third or more of their retirement assets to taxes. IRA expert Joe Luby shows you how to protect your financial future with advanced strategies to help you KEEP IT! - Avoid excessive taxation of your retirement accounts. - Learn how proper valuation of IRA assets can affect your financial security. - Take advantage of the tax laws and IRA rules to reduce your tax bill. - Extend your tax protected legacy and pass more wealth to future generations. - BONUS chapter on creditor protection for IRAs. This easy to read guide provides IRA owners and professional advisors with the bueprint and confidence to take action now.
- Sales Rank: #1322388 in Books
- Brand: Brand: West Lakes LLC
- Published on: 2011-09-30
- Original language: English
- Number of items: 1
- Dimensions: 8.50" h x .45" w x 5.50" l, .52 pounds
- Binding: Paperback
- 198 pages
- Used Book in Good Condition
About the Author
Mr. Luby is the founder of the Jagen™ family of companies. The Jagen™ designed private investment fund is a unique development in the planning field offering significant investment opportunities combined with tax efficiencies for clients with large IRAs and/or gift and estate tax concerns. A highly regarded and effective speaker, Mr. Luby travels extensively speaking at national events educating the country’s top professionals on advanced planning topics. He consults for other professional advisors in the area of valuation adjustment strategies and opportunities including tax benefits inherent in the design and operation of many alternative investment vehicles such as hedge funds, private REITs, etc. Mr. Luby also consults on advanced planning strategies for large IRAs and estates. Mr. Luby holds the Certified Financial Planner™ designation. Prior to founding Jagen™, he owned and operated a high end financial planning firm with a primary focus on wealth management and preservation strategies. He is an established expert in the areas of charitable gift planning, advanced corporate retirement plan design and management, alternative investment transactions using retirement funds and the special needs of successful business owners including advanced tax and estate planning strategies. To inquire about speaking and/or consulting engagements, please visit www.jagenfunds.com or email info@jagenfunds.com.
Most helpful customer reviews
0 of 0 people found the following review helpful.
Great book for advanced advisors
By MJ
Great book. For RIA or tax advisor. Very advanced strategies. Had an intelligent client read it and I'm afraid it scared him. Though Luby is selling his services a bit, with the complexity of the subject his services would be a welcome help. Besides with his listing of the various resources he uses no one can claim he's making them a captive client
0 of 0 people found the following review helpful.
EXCELLENT BOOK
By Elizabeth Krushinskie
I wish I'd read this book years ago! Simple, straightforward advice on how to maximize the value of rollover IRAs and minimize the tax bite when converting to a ROTH IRA. Great book!
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