Table of Contents
Acknowledgments xi
Preface xv
Chapter 1 From Broke Boomer to Blazing Bloomer 1
Remove the Obstacles to Your Future Financial Well-Being
Chapter 2 Baby Boomer Blunders 19
Ten Financial Mistakes You Can Correct Before It's Too Late
Chapter 3 Take Ownership of Your Retirement 41
Make Social Security the Bonus, Not the Basis, for Income and Find the Right Lead Advisor to Lodge Your Money Safely
Chapter 4 Understand the Three Marvels of Wealth Accumulation 59
Let Compound Interest, Tax-Free Savings, and Safe Leverage Boost Your Net Worth
Chapter 5 Liberate Yourself from IRAs and 401(k)s 85
Why Uncle Sam's Savings Plans Should Not Be Yours
Chapter 6 Harness the Power of Safe, Liquid Equity How Tax-Deductible Debt Works in Your Favor 113
Chapter 7 Learn How to Become Your Own Banker 133
Put Other People's Money to Work on Your Behalf
Chapter 8 Locate the Key to Your Retirement: It's Sitting Under Your Own Roof 155
How to Find the Home Mortgage That Works Hardest for You
Chapter 9 Sprint to Retirement Wealth via Tax-Smart Alternatives 191
Prepare a Strategic Rollout of IRAs/40l(k)s to Save Taxes
Chapter 10 Establish an Individual Retirement Abode (IRA) 221
How to invest in Your Second-Home Dream and Retirement Savings-At the Same Time
Chapter 11 Choose Investments That Pass the Liquidity, Safety, and Rate of Return Tests 239
A Scorecard for Stocks, Bonds, Money Markets, Mutual Funds, Annuities, and Maximum-Funded Insurance
Chapter 12 Insure That Your Retirement Income Lasts as Long as You Do 273
How Maximum Tax-Advantaged Life Insurance Contracts Pay for Your Retirement
Chapter 13 Make "At-Retirement Planning" Different from"For-Retirement Planning" 301
How to Approach Retirement with 50 Percent More in Savings and Create an Income Stream That Will Last as Long as You Do
Chapter 14 Redefine Yourself for a Future of Abundance 317
Optimize All of Your Assets-Financial, Core, Experience, Contribution
Appendix A What You Need to Know About TEFRA, DEfRA, TAMRA, and internal 327
Revenue Code Compliance
Appendix B State Individual Income Taxes 335
State Individual Income Taxes
Index 337
About The Author 347