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Free Books on Retirement Planning and Distribution

Retirement has changed as should the way you save. In my over 28 years of experience helping people plan for and implement retirement planning strategies, I have seen my fair share of changes. With the current, almost 28 trillion debt and the looming tax increase in 2026 rethinking how you save for retirement and how you take distributions from your retirement plans is critical to your retirement success. To help, I have two books that can help you both written by financial leader and author Martin H. Ruby, FSA. The No-Compromise Retirement Plan by Martin H. Ruby

The No-Compromise Retirement book is for people age 50 and older to learn how to minimize taxes and address other needs that often come with retirement.

The New Rules of Retirement Savings by Martin H. RubyThe New Rules of Retirement Savings is for anyone that is saving with either a 401(k), 403(b), 457 or IRA. It looks at the current low tax rates and the likelihood that they will be higher when you retire. It is a simple question that is asked and answered in the book. Does it make sense to save the way your parents did when the tax equation is totally different? Send me an email at and I will send you the password to the books.

I hope you enjoy them. They are the best books I have read in a long time.

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