Tax-Free Retirement Book Reviews

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Less impressed. It’s a good perspective on likely future tax increases effecting retirement savings, from the perspective of an insurance salesman. It’s dated back to 2017, needs an update. It does not have the current tax law changes with RMD ages and expansion of Roth 401k accounts that really need to be considered. It does also not explain Roth conversions or the back door Roth IRA option for higher income individuals, it completely ignores it. If you wanted to somewhat understand how life insurance can be used for retirement tax planning and before retirement it is ok.

Retiring Worry-free. Excellent book is amazing. It clearly explain how to get access to tax-free income . It walls you through the features and benefits of using life insurance as a viable retirement plan option.

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