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Mark Klipsch
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Reviewed on 8th Sep 2024
Winning Strategies
The book Winning Strategies is a must-read for anyone with over $500K in assets in traditional retirement plans, particularly those in high-income earning households where tax minimization, legacy planning, and wealth preservation are top of mind. The author explains several strategies, using detailed examples of how each works, to accomplish various financial objectives. Given US debt levels and potential tax code changes in the next couple of years, now may be the best time to consider some of these strategies for reducing the tax burden on the wealth you've accumulated over a lifetime. This book is a short read but does a good job of explaining fairly complex financial situations. If nothing else, it will certainly give you some great ideas to discuss with your financial and tax advisors.