Live Gay, Retire Rich!: Retire Secure for Same-sex Couples

Live Gay, Retire Rich!: Retire Secure for Same-sex Couples
定價:630
NT $ 630
 

內容簡介

Live Gay, Retire Rich! is an updated version of Retire Secure! for Same-Sex Couples, now updated to include the positive holding of the Supreme Court Case Obergefell v. Hodges and its implications. 

For example:

There were two gay couples with identical financial resources.  They each had the same amount of money, identical investments, identical taxes, and identical earnings history for Social Security purposes.   The first couple didn’t do any planning. The second couple followed the advice offered in Live Gay, Retire Rich!  Doing reasonable projections, the first couple runs of out money in 28 years while the second couple has $1.4 million and their portfolio continues to increase. 

What was the difference?  The first couple never got married, started receving Social Security benefits at 62, didn’t make any Roth IRA conversions, and didn’t use key IRA and retirement plan estate planning strategies recommended in Live Gay, Retire Rich!  The second couple did get married, used our recommended apply and suspend technique for Social Security, did a series of Roth IRA conversions, and used the key IRA and retirement plan estate planing strategies we recommend. 

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