Winning At Retirement

More often than not, Americans are losing in retirement. Unexpected taxes, the unpredictable stock market, and unforeseen healthcare issues can quickly take their toll on your life's savings. In Winning in Retirement, Financial Planning Experts Philip Richardson and George Sheets clearly explain the major obstacles most people face and how you can avoid them.

In these pages you'll meet a mother-in-law, a farmer, and an IRS agent—people whose stories illustrate financial concepts. If you desire to protect your hard-earned money, reduce taxes, eliminate fees and mitigate long-term care expenses from breaking your piggy bank, this book is for you.

Winning at Retirement is an easy-to-read book that simplifies retirement planning by using an illustration of 5 Buckets. In a few minutes of reading you'll learn how to:
  • Eliminate Taxes and Protect Your Income (page 19)
  • Disinherit the IRS (page 49)
  • Properly Choose Your Beneficiaries (page 73)
  • Take Care of Your End-of-Life Care (page 89)
  • Apply the 5% Solution to create a Tax-Free Estate (page 113 — this simple, yet little-known strategy will amaze you)

Enjoying your retirement without concern for income or future events is something you can accomplish when you follow the simple, proven, and reliable concepts in this book. There's no better time than now for you to begin Winning in Retirement.
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Lancaster, PA 17601
The information provided herein is the exclusive property of The Richardson Group. This material has been prepared for informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice.
© 2020. The Richardson Group. 

Winning At Retirement

More often than not, Americans are losing in retirement. Unexpected taxes, the unpredictable stock market, and unforeseen healthcare issues can quickly take their toll on your life's savings. In Winning in Retirement, Financial Planning Experts Philip Richardson and George Sheets clearly explain the major obstacles most people face and how you can avoid them.

In these pages you'll meet a mother-in-law, a farmer, and an IRS agent—people whose stories illustrate financial concepts. If you desire to protect your hard-earned money, reduce taxes, eliminate fees and mitigate long-term care expenses from breaking your piggy bank, this book is for you.

Winning at Retirement is an easy-to-read book that simplifies retirement planning by using an illustration of 5 Buckets. In a few minutes of reading you'll learn how to:
  • Eliminate Taxes and Protect Your Income (page 19)
  • Disinherit the IRS (page 49)
  • Properly Choose Your Beneficiaries (page 73)
  • Take Care of Your End-of-Life Care (page 89)
  • Apply the 5% Solution to create a Tax-Free Estate (page 113 — this simple, yet little-known strategy will amaze you)

Enjoying your retirement without concern for income or future events is something you can accomplish when you follow the simple, proven, and reliable concepts in this book. There's no better time than now for you to begin Winning in Retirement.