JK Lasser's New Rules for Estate, Retirement, and Tax Planning, 6th Edition
by Stewart H. Welch III, J. Winston Busby
Introduction
Much of the world we find ourselves in today is defined by chaos, complexity, and a constant state of change. The IRS tax code and accompanying regulations currently runs about 40,000 pages! And then there are our elected representatives in Congress who feel it's their mandate to constantly change laws and regulations. The financial markets today are complex and, in many ways, globally intertwined, making it impossible to predict how events in one part of the world may affect markets in other parts of the world. It's no wonder that so many people simply throw their hands up and focus on trying to pay their bills rather than planning for long‐term events like estate, retirement, and tax planning.
I own a fee‐only investment management and financial advisory firm serving clients throughout the United States. Winston Busby is a highly intelligent and resourceful estate‐planning attorney with one of Alabama's largest and most prestigious law firms. Together, our combined experience helping families plan their financial futures exceeds 50 years. We have had the opportunity to work with many affluent individuals and families throughout the United States. The common characteristic that we find among them is that they take pride in both their financial success and in their ability to handle their finances. This book was not written just for the affluent but also for the many people who want to become affluent.
What does it take? Although you may already have accumulated ...