Lifestyle Insurance Book by Dan Keppel Mba - Bookswagon
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Lifestyle Insurance

Lifestyle Insurance


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About the Book

...Most of us are overpaying for insurance, investments, taxes, etc ...We "waste" our $3,000 tax refund each year. ...We could be building assets to insure our "lifestyle." ...We could use an IRS §408 trust for tax-FREE income. ...Each $3,000 invested is worth $100,000 eventually Most of us waste our largest savings amount: our tax refund, average $3,022 a year. Most of us waste more than $3,000 every year on financial products and services. If we invested that $3,000 a year, we could have all the assets we need to protect our families and futures using a tax-FREE trust. Every year that we overpay for services costs us $100,000 eventually. Our wasted money could be compounding at the highest rates for long-term growth. And most of us do NOT use an account that makes our earnings and withdrawals tax-FREE. For example, if our retirement funds earn 11% but the hidden fees and charges take 3%, we are going to end up with $780,000 not $1,900,000 by retirement. Adjusted for inflation, that means an income of about $1,466 a month instead of $3,333 a month. Plus, if we don't use a tax-FREE account, our pension income will be taxed at 25% or more. And don't think a company-paid pension or Social Security will save you! TowersWatson found pension underfunding is rampant. Social Security will exhaust its funds in about 2033. We know that income taxes will continue to climb to pay off two wars and two tax cuts. My conclusion is that we need to develop our own "lifestyle insurance"-a growing asset fund we can't outlive and that is not dependent on the government or employers. I will help you stop the bleeding with specific steps to save.
About the Author: Dan Keppel has been helping people find financial services that fit their lifestyles since working in a securities firm, an insurer, two banks and his own "money coach" service. His book, The Insiders' Guides to Buying Discount Financial Services: Buy Direct and Save $3,000 Every Year, shows you how, what and where to buy financial products like industry insiders do-directly from the highest rated companies for less. He edits TheInsidersGuides.com and was an adjunct at a local college. He lives in Montclair, NJ with his wife, daughter and two cats, Anu and Katze.


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Product Details
  • ISBN-13: 9781482516418
  • Publisher: Createspace Independent Publishing Platform
  • Publisher Imprint: Createspace Independent Publishing Platform
  • Height: 229 mm
  • No of Pages: 212
  • Series Title: English
  • Sub Title: Use your tax refund to build a tax-FREE trust
  • Width: 152 mm
  • ISBN-10: 1482516411
  • Publisher Date: 13 Feb 2013
  • Binding: Paperback
  • Language: English
  • Returnable: N
  • Spine Width: 11 mm
  • Weight: 340 gr


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