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5W Retirement Blueprint
Forward by Ed Slott, CPA, Retirement Expert
Founder of www.irahelp.com
Founder of Ed Slott’s Elite IRA Advisor Group SM
Lane Martinsen is back with an all-encompassing plan—a blueprint—to guide you through the 5Ws of managing and preserving your wealth. These are 5 critical areas that everyone seeking financial security in retirement and beyond needs to address. The problem is that most people are overwhelmed by the numbing complexity of it all, when you combine the income, investment, tax, healthcare and estate planning goals you’d like to achieve. It is unfairly confusing, especially when the tax rules keep changing, and the goal posts seem to keep moving. Not to worry—Lane Martinsen once again sorts this all out for you here. He takes you through this maze of information, boils it down, and shows you what to do each step along the way. It’s very easy to follow, and you’ll be amazed at how much you learn. You’ll find the plan that works for you and your family. In addition, the concise summaries of the key concepts at the end of each chapter are invaluable. They help you cement your knowledge and boost your confidence. Dig in and see for yourself!
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