Customer Review

Reviewed in the United States on March 2, 2021
As a self-proclaimed “recovering CPA,” Ed Slott creates an important shift in conversation: proactive planning that actually reduces taxes, rather than just reporting history and delivering a tax bill each year—particularly on tax-infested retirement accounts.

I have worked in the financial industry for 13 years, both as a retirement-focused advisor and with hundreds of the most successful advisors in this space across the U.S. There is simply no other person on this planet who can take such advanced and important planning concepts and make them both humorous and accessible for people of all levels of financial education. It is enjoyable to read cover to cover, as well as to use as a reference tool to quickly refer back to for the tips most pertinent to you.

There is a “What’s new in this edition – at a glance” at the front of the book that shows a great summary of all the massive legislation that has occurred in recent years impacting the taxation of retirement accounts. Even if you have read past editions of Ed’s work (as I have!) this is an entirely updated action plan built for navigating today’s landscape.

This book is especially helpful for those at and near retirement or the many facing separation from service following the pandemic. If you are looking for guidance and additional resources to make informed decisions to protect your retirement savings accounts from unnecessary taxes--this book is for you!
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136 global ratings