Very informative and clearly written. Easy to focus on those areas that apply to your situation with ample references for deeper research. Nicely provides the key perspectives of investing, tax management, long-term health care, and estate planning and the need for a full team of resources to cover all of the bases. Qualified versus non-qualified plans and their impact on retirement tax management are particularly well presented. Good examples are given based on personal experience.

I would definitely recommend this book, especially for those who can get a head start on their retirement planning, e.g., people in their early forties.

Paul M.
New York

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