Taxes and Risk: Avoiding the Pitfalls of Wealth Management for Retirees

Saving for retirement is not easy. It requires effort, sacrifice, and a lot of time. But the true difficulty is not just getting to retirement, but getting through it. As retirees shift their focus from accumulating assets for retirement to funding their retirement lifestyle, it is critical that they avoid the potential pitfalls that can cause financial devastation. Two of these pitfalls are market risk and taxation. This book addresses how proper wealth management and financial planning can limit the impact of both risk and taxes for retirees.

• | Author: CFEd Gary Preisser
• | Publisher: Stonebriar Financial
• | Publication Date: Oct 25, 2022
• | Number of Pages: 46 pages
• | Language: English
• | Binding: Paperback
• | ISBN-10: 1088062199
• | ISBN-13: 9781088062197