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

Social Security Planning For You is a core part of our extremely popular Social Security workshops. We use the information in this guide to teach thousands of people what they need to know to file for Social Security in the way that works best for their individual situations.

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

2020 Key Data Guide

Fill out the form and you will receive a pdf copy. Select Yes for a print copy and we will send one in the mail.

The Presidential Newsletter

The Presidential newsletter delivers our latest articles, podcasts, offers, classes, and events straight to your inbox. Fill out the form to subscribe and we’ll do the rest!

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