Presidential Library
COMPLIMENTARY OFFERS
Presidential 2020 Key Data Reference Guide
Important tax and retirement planning figures for 2020. Print or digital.
A Concise Guide to Taxes in Retirement
The number one book on Amazon for taxes in retirement. Print only.
The Presidential Guide to Social Security Planning
The book we use to teach our classes. Yours free. Print or digital.
COMPLIMENTARY OFFERS
Presidential 2020 Key Data Reference Guide
Important tax and retirement planning figures for 2020. Print or digital.
A Concise Guide to Taxes in Retirement
The number one book on Amazon for taxes in retirement. Print only.
The Presidential Guide to Social Security Planning
The book we use to teach our classes. Yours free. Print or digital.
Social Security Planning for You
Print or digital (PDF) copies available
A Concise Guide to Taxes in Retirement
Print copies available
A Concise Guide to Taxes in Retirement is a 15 chapter overview on common tax situations people may have to deal with in retirement, a state-by-state run down of tax laws for retirement income and an introduction and guide to the various ways taxes can impact retirement income and assets.
A Layperson's Guide to Probate
Print or digital (PDF) copies available
If you are transferring your estate through probate (using a will) you need to read “A Layperson’s Guide to Probate” – you may find out you can avoid probate!
If you are going to have the responsibility of settling an estate through probate – or are in the process now — you also need this guide.
Turkey Stocks 2019
Print or digital (PDF) copies available
Every November we pick six of the most disappointing stocks of 2019. Our 16-page brochure offers a concise analysis and light-hearted look at why these six stocks made this year’s list. You will receive a pdf copy of the brochure by email and we will also mail you a print copy at your request.
Santa Stocks 2019
Print or digital (PDF) copies available
Every December we select six Santa Stocks and devote a podcast to discussing the selections. Our 16-page brochure is a companion piece to the podcast and offers a concise analysis and light-hearted look at why these six stocks made this year’s list. You will receive a pdf copy of the brochure by email and we will also mail you a print copy at your request.
2020 Key Data
Print or digital (PDF) copies available
The Presidential 2020 Key Data Reference Guide provides important tax and retirement planning figures for 2020, including: Income tax rates, long-term capital gains & qualified dividends, standard deductions and exemptions, AMT exemptions, Gift and Estate tax information, a retirement plan comparison chart, IRA contribution limits, phase-out for IRA and ROTH IRA contributions, allowable 1035 exchanges, uniform lifetime table, and a single life table (partial), as well as death benefit options.
Taxes in Retirement Webinar
WHAT you will learn from this WEBINAR
- A broad look at how your tax situation changes when you go from earned income to retirement income.
- Taxes on Social Security Benefits
- Capital Gains in Retirement
- Roth Conversions
- Planning for the contingency early death of spouse,
- Planning for Required Minimum Distributions from 401ks and IRAs.
- Available Tax Deductions and Exclusions
