A few resources I think are genuinely worth your time.
A practical guide to creating more control, more choices, and more possibilities in retirement.
Complimentary White Paper
From 401(k) to 7702: A New Path for Retirement Security
A practical look at what traditional retirement plans do well, what they may leave unresolved, and how additional strategies can create more choices, more control, and more possibilities in retirement.
READ THE WHITE PAPERBooks that can help you think differently about retirement, taxes, and income.
How to Get to the 0% Tax Bracket and Transform Your Retirement
A practical look at the tax risks hiding inside tax-deferred retirement accounts—and strategies designed to help reduce taxes in retirement.
A Step-by-Step Plan for a Secure Retirement
The follow-up to The Power of Zero moves from how much tax you may pay to another enormous retirement question: how do you create income that lasts as long as you do?
Why it's worth reading: Retirement planning isn't just about accumulating money. It's about turning what you've accumulated into reliable income—and keeping as much of that income as possible.
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How to Avoid Unnecessary Tax Landmines, Defuse the Latest Threats to Your Retirement Savings, and Ignite Your Financial Freedom
Ed Slott explains why IRAs, 401(k)s, RMDs, beneficiary rules, and changing tax laws can create expensive surprises—and what you can do about them.
Why it's worth reading: The number on your retirement-account statement isn't necessarily the amount you get to spend. Understanding the tax rules can be every bit as important as understanding the investments.
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